Each ad account can have one account manager: the person responsible for its results. It makes it clear who looks after what, and helps you balance workloads.
Set an ad account's manager
On the Accounts page, find the ad account.
Click the account manager button at the far right of its row. Hover over it to see who manages the account now.
Choose a team member, or Unassigned to clear it. Click + to invite someone new to your team.
The change saves straight away and your whole team sees it. Each ad account has one account manager at a time.
Opteo doesn't notify someone when you make them an account manager. Let them know yourself.
If you can't see the button, click Settings and switch on Show Account Manager Column. To add people to your team, see Invite a team member.
See everyone's accounts
Use the switch next to the Accounts title to choose Team Members. Ad accounts are listed under the person who manages them, with Unassigned at the bottom. Team members with no ad accounts aren't shown.
This view shows the ad accounts linked to you. Use it to check each person's portfolio, compare workloads, or prepare for reviews.
Put your own accounts first
Your own ad accounts appear at the top of the Team Members view. To pin someone else instead, click Settings and choose a Pinned Team Member.
