The Accounts page is the first page you see when you log in to Opteo. It lists every ad account you're linked to across Google Ads, Meta Ads, Microsoft Ads, LinkedIn Ads and TikTok Ads, so you can see your whole portfolio in one place and spot which accounts need attention.
To get there from anywhere in Opteo, click the Opteo logo at the top of the left-hand menu, or open the Accounts page.
Two ways to view your accounts
Use the switch next to the Accounts title to change how your accounts are organised:
Account Groups: accounts sorted into the groups your team has created, like folders for each client or brand. See Create and manage Account Groups.
Team Members: accounts sorted by the person who manages them. See Assign an account manager to each ad account.
What each row shows
Each ad account has one row showing its key numbers for the date range you've picked, its budget pacing, progress towards its goals, how many Issues and Improvements it has, and when you last opened it. See What each ad account row shows.
Find and open an ad account
Click any row to open that ad account.
Use the Search accounts box in the bar at the bottom of the page to find an ad account by name or account ID. Press Enter to open the top result.
Hover over an ad account's icon and click the cog to go straight to its Settings.
The bar at the bottom also has Create Group and a shortcut to Linked Accounts.
What your team sees
You see the ad accounts that are linked to you. Account Groups and account managers are shared with your whole team, so everyone organises accounts the same way. Your layout choices, like the metrics, sort order and date range, only change your own view. See Customise your Accounts page.
Working with the Accounts page