Opteo

Set up Opteo, link your ad accounts and manage your team and settings.

Getting Started & Setup

Getting started in Opteo

How to use the left side bar in Opteo to access your global Opteo account settings and features

Global navigation settings

Getting Started Guide

Everything you need to manage your Opteo team.

Team members and user permissions

How to sign in to Opteo, including social login options and 2FA.

Signing in to Opteo

Learn how to update your name, username or password in Opteo.

Change your name, password, or username

Learn how to upload or change your profile picture in Opteo.

Update your profile picture

Ad Account Navigation

A quick set up guide to creating your Opteo account

Set up your Opteo account

Learn how to invite new teammates to join your Opteo account.

Inviting team members to Opteo

Learn how to assign or remove ad accounts from team members so everyone sees the right clients in their Opteo dashboard.

Assigning accounts to your team

Manage team members, change passwords and more

Opteo Account Settings

Learn how to configure and manage the settings that apply to each individual ad account in Opteo.

Ad account settings in Opteo

Use the Changelog to see a full history of changes made to an ad account through Opteo: what changed, when, and who changed it.

Changelog

A guide to setting up your campaign groups, targets and conversion actions for the Improvements.

Targets, Campaign Groups and Conversion Actions

How to connect GA4 to Opteo, on an Account Group and on a single ad account, and what each connection powers.

Connecting Google Analytics (GA4)

Add an OCID attribute to an account via the Settings page to enable deep linking.

Deep Linking

Set whether Opteo should focus on CPA or ROAS for each client.

Choosing a Performance Mode (CPA vs ROAS)

Choose which conversion actions Opteo should use to measure your performance.

Selecting account-level conversion actions

Configure your Google, Meta, Microsoft, LinkedIn and TikTok as accounts for accurate optimisation

Ad Account Settings

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

Linked Accounts

Linked Accounts controls

What to do if you have issues connecting your Microsoft account to Opteo.

Microsoft Ads Connection Issue

Connecting and managing your PPC accounts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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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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