Assigning ownership helps your team stay accountable for performance.
Each ad account in Opteo can have one owner — the person primarily responsible for its results. Ownership makes it easy to see who’s managing what, track workloads, and organise reviews.
Assigning or re-assigning an account owner
Go to the Account Centre.
Find the account you want to update.
At the far right of the row, open the Team Member drop-down.
Select the person responsible for that account.
The change saves instantly and is visible to everyone on the team. Remember — each account can only have one owner at a time.
Using the Team Members view
At the top of the Account Centre, switch the view from Account Groups to Team Members.
The list will reorganise by person, showing every account they own.
Use this view to see how each portfolio is performing, compare workloads, or check in during performance reviews.
Pin yourself at the top
If you want to focus on your own accounts:
Click Settings in the top-right corner
Under Pinned Team Member, select your name
Your section will stay fixed at the top of the view.
