Account Setup & Settings
Everything you need to get started in Opteo, plus the key settings that affect how it works for you.
Getting Started Guide
Guide to setting up your Opteo account
Set up your Opteo accountA quick set up guide to creating your Opteo account
Set your client preferences and goalsSet your preferences and goals for the ad accounts you manage in Opteo
Navigating around OpteoHow to get around your Opteo account
Account Set Up
Initial set up guide
What is Account Setup?Learn what happens when you open an ad account in Opteo for the first time, and how the account setup flow helps tailor the features.
Setting your monthly budgetLearn how to set a monthly budget for each ad account and enable spend-based campaign controls.
Choosing a Performance Mode (CPA vs ROAS)Set whether Opteo should focus on CPA or ROAS for each client.
Selecting account-level conversion actionsChoose which conversion actions Opteo should use to measure your performance.
Setting performance goalsDefine measurable goals so you can track progress over time.
Connecting Google AnalyticsLink GA4 to Opteo for deeper reporting insights.
Linked Accounts
Connecting and managing your PPC accounts
Linked AccountsLearn how to connect, unlink, and organise your Google, Microsoft, Meta and LinkedIn Ads accounts in Opteo.
Assigning accounts to your teamLearn how to assign or remove ad accounts from team members so everyone sees the right clients in their Opteo dashboard.
Fixing missing or irrelevant accounts in your Account CentreHow to fix issues when you can’t see a specific account in Opteo — or when you're seeing accounts you don’t want.
What is the Changelog email in Opteo?Understand what the Changelog Email is, how it works, and where to find it in Opteo.
Account Settings
Add team members, change passwords and more
User rolesUnderstand the difference between admin and standard user permissions in Opteo.
Managing Your Opteo profileLearn how to update your name, email, password, and profile picture in Opteo.
Inviting team members to OpteoLearn how to invite new teammates to join your Opteo account.
Managing team members and permissionsLearn how to remove teammates, check activity, and assign admin rights