Opteo is built for collaboration. You can invite as many teammates as you like. There’s no user limit, and inviting someone is free.
Inviting a Team Member
To invite someone to your Opteo team:
Go to Account Settings by clicking your avatar at the bottom-left.
Scroll down to the Team Members section.
Click Add Team Member
Enter their name and email
Click Add Team Member
They will then receive an email from Opteo with a special link to create their own log in.
Who should I invite to my Opteo team?
You can invite anyone to your Opteo workspace.
In most cases, it’s best to invite the people you actively work with on your ad accounts — for example teammates, collaborators, or managers who need visibility into performance.
Opteo is designed as a shared workspace, so inviting your team makes it easier to collaborate on account performance, review improvements, and stay aligned.
What will invited team members be able to see?
Anyone you invite can view the MCCs and ad accounts connected to your Opteo workspace.
If you don’t want someone to see the names of certain ad accounts — or potentially access them — you shouldn’t invite them to your Opteo team.
Even if an ad account is unlinked, it still appears in the account list under the Unlinked tab. Unlinking simply stops it contributing to your plan limits — it doesn’t hide it from team members, and anyone on the team can link it again.
Because of this, make sure you’re comfortable with that level of visibility before inviting external users.
What happens after they join?
Once a team member has created their own login, they will:
They appear in the Team Members list
They join as a User (not Admin) by default
An Admin can promote them if needed
Understanding user roles
Opteo has two roles: Admin and User.
Users can use the product normally — accessing ad accounts, applying changes, and working inside the app.
Admins have a few additional permissions related to billing and team management, including:
Managing billing and subscriptions in the Billing Centre
Updating payment methods in the Billing Centre
Downloading invoices in the Billing Centre
Applying discount codes in the Billing Centre
Cancelling or switching plans in the Billing Centre
Removing team members in Account Settings
Granting or removing admin access in Account Settings
If your admin has left the company, please contact support using the chat bubble in the app. We can grant a new user admin access.
Promoting or Demoting a User
Admins can change a user's permissions at any time. To do this:
Head to Account Settings by clicking your avatar in the bottom-left of the app.
Scroll down to Team Members
Click Actions next to a teammate’s name
Select Make User Admin or Remove as Admin
Any admin can change another admin’s permissions.
Remove a Team Member
To remove someone:
Head to Account Settings by clicking your avatar in the bottom-left.
Scroll down to Team Members
Click Actions next to their name
Select Remove User
Important: removing a user permanently deletes their Opteo login. If they want to rejoin later, they’ll need to create a brand new login and be invited again.