Opteo has two roles. New team members join as a User.
User | Admin | |
Work in ad accounts: Improvements, Issues, Agent, Toolkit and more | Yes | Yes |
Link and unlink ad accounts, and choose who sees them | Yes | Yes |
Connect Slack for the team | Yes | Yes |
Invite and remove team members | No | Yes |
Make someone an admin, or remove admin | No | Yes |
See Billing and Invoices: plan, payment method, invoices, discount codes, cancelling | No | Yes |
Change team-wide Agent Settings and manage Team Prompts | No | Yes |
A team can have as many admins as you like.
Make someone an admin, or remove admin
Click your profile picture at the bottom of the left-hand menu, then Team Management.
Click Actions next to the person.
Click Make User Admin or Remove as Admin.
The change happens straight away. You can't change your own role, so a team always has at least one admin.
If your only admin has left the company, message us from the chat bubble in the app and we'll make someone else an admin.