Opteo

Learn how to organise ad accounts, assign owners, and monitor account performance at glance in Opteo.

Account Centre

How to remove ad accounts from an Account Group, including ad accounts you're not linked to, and why they stay visible in the group until they're moved out.

Removing an ad account from an Account Group

Learn how to customise your Account Centre layout, metrics, and sorting.

Customising your Account Centre

Learn how to create Account Groups to organise and manage multiple ad accounts.

Account Groups

Why Account Groups appear in your Account Centre, and how to remove or collapse ones you don't need.

Why is an Account Group appearing in my Account Centre?

Learn how to assign account owners and manage ad account responsibility.

Assigning team leads to ad accounts

Shaquira Jeyasingh

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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