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AdsConnext

3. Your team, and reports for clients

Everyone sees only their clients; reports go out as links

  1. 1Add people and roles — Menu Teams and access › Add: pick from your company’s people and choose admin, AE, Ad Optimization or view-only
  2. 2Make teams, assign clients — Make a team, set its head, then put the team, an AE and Optimization on each client in Clients
  3. 3Share a report — Menu Report, choose the client › Share: set a PIN, an end date, hide spend if you like
  4. 4Revoke a link — See and revoke them under Shared links on the Report page

The company owner is always an admin; every package has an unlimited team.

Teams and access of a sample company
Teams and access of a sample company · sample company
A report opened from a link
A report opened from a link · sample company

Other guides

1. Start with AdsConnext2. Link clients and CAMCODEs

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