Opteo works best when used across all account managers in your agency or business.
Inviting team members is easy. Head over to your Account Settings by clicking on your icon at the bottom of the left side-bar.
In Team Members, click the blue Add Team Member button and enter their name and email.
Note: This GIF shows an earlier version of the app in action. New GIFs coming soon!
Your team member will receive an email invite that looks like this:
Clicking the link in the email will prompt them to create a password and connect their MCC.
Note that each team member is responsible for connecting their own MCC. In other words, they don’t inherit any of the accounts that you have added to Opteo.
This is so when they make changes via Opteo, those changes appear under their MCC email in the Google Ads change history.
If all team members share an MCC, each member will have to connect that MCC.
It's also important to note that if you want to add specific team members to specific accounts, make sure they have that account connected in their MCC first.