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Linked Accounts

Learn how to connect, unlink, and organise your Google, Microsoft, Meta and LinkedIn Ads accounts in Opteo.

Written by Adam Dale
Updated yesterday

What are Linked Accounts?

The Linked Accounts page is where you decide which ad accounts Opteo should work on. You can import accounts from your ad platforms, link the ones you want Opteo to analyse, and control which accounts appear in your Account Centre.

From this page, you can:

  • Import ad accounts from Google Ads, Microsoft Ads, Meta, LinkedIn, or TikTok

  • Link or unlink accounts to control whether Opteo manages them

  • Connect or disconnect accounts from your personal dashboard

  • See which teammates are connected to each account

  • View account details such as monthly spend and changelog email

This page acts as the control centre for ad accounts in Opteo, helping teams organise which accounts are active and who is working on them.

Where to find Linked Accounts

To open the Linked Accounts page:

  1. Click the three-dot icon in the left sidebar

  2. Select Linked Accounts

This opens a list of ad accounts across all connected platforms. Use the platform dropdown in the top-right to switch between:

  • Google Ads

  • Microsoft Ads

  • Meta Ads

  • LinkedIn Ads

  • TikTok Ads

How ad account management works

There are two main ways accounts are managed in Opteo. Understanding the difference helps explain why an ad account appears for teammates but not for you:

Control

What it affects

Who it applies to

Link / Unlink

Whether someone in Opteo is using this ad account

Entire team

Connect / Disconnect

Whether the ad account appears in your Account Centre

Individual user

Linked vs Unlinked

Linked accounts

When an account is linked:

  • It can appear in the Account Centre

  • Opteo analyses its performance

  • Improvements and alerts are generated

  • The account counts toward your plan limits

Unlinked accounts

When an account is unlinked:

  • It is hidden from dashboards

  • Opteo stops analysing it

  • It no longer counts toward your plan usage

Unlinked accounts remain visible in the Unlinked tab, where they can be linked again later.

If you cannot find an ad account in Opteo, check your Unlinked tab! This is the most common reason ad accounts appear to be missing in Opteo.

Connected vs Disconnected

Connecting controls whether an account appears in your own Account Centre.

Connected accounts appear in your Account Centre, and you can open them in Opteo. Disconnected accounts are hidden from your Account Centre, but remain visible to teammates

To connect or disconnect from an ad account:

  1. Go to the Linked Accounts page.

  2. Find the account.

  3. Click Connect/Disconnect.

Importing MCCs/manager accounts, and ad accounts

Before an ad account can be used in Opteo, it first needs to be imported from the ad platform.

To do this, you connect the login or manager account that has access to those ad accounts. Opteo then uses the platform's API to detect the accounts available to that login.

To import accounts:

  1. Go to Linked Accounts

  2. Click Import Account on the right

  3. Sign in with your ad platform credentials

  4. Grant the required permissions

Once connected, Opteo will detect any ad accounts associated with that login. You can then choose which accounts to link or leave unlinked.

For example, if you connect a Google Ads manager account (MCC) that manages many ad accounts, Opteo will import all of them. From there, you can simply unlink any accounts you don't want Opteo to manage.

Note: Connecting an ad account gives Opteo third-party API access via standard OAuth permissions. You can view or revoke access directly in your email account.

Your Opteo login email and your ad platform email don't need to match. Your Opteo account is created using the email you signed up with β€” this is used to access Opteo and receive notifications. The email associated with your ad accounts (for example, the Google account that manages your Google Ads) can be completely different.

This is common for agencies and teams, where the Opteo account owner uses a personal or work email, while the ad accounts are owned by a client or shared team account. As long as the ad platform login you use has the necessary access to the ad account, Opteo will be able to connect to and manage it.

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