Transcript - Video - Adspert Account Adminitration

Welcome to the short tutorial video about our Adspert Account Administration Settings. In this video, I will explain how you can get an overview of your invoices, add users to the system, and make changes to your billing preferences. We will focus on the administration part of your account.

Let's start on our Monitor Page, as usual. From here, click on the small icon in the top right corner. A dropdown menu will appear, and select "Adspert Account Settings." This will take us to the administration section of our account.

In the first tab, "Connected Accounts," you can see all the accounts that are connected to Adspert. The optimization status is indicated by colors - green for optimized and orange for others. You can also assign tags to different accounts for better organization. On the right side under "Actions," there are three dots. Clicking on them will open a dropdown menu with options such as stopping optimization, changing account access, or disconnecting the account.

Now let's move on to the next tab, "User Management." Here, you can see a list of users in the table, along with their email addresses, names, user roles, and notification settings. Adspert users can have either the editor role or the admin role. The editor role allows users to see and manage all connected accounts, add or remove accounts. The admin role includes editor permissions and the ability to edit billing information and add or remove users.

Hovering over the information icon (the little "i") will provide a summary of the information, and the same applies to the notification settings when hovering over them. If you want to change any of these settings, simply click on the blue "Edit User" button and make the necessary changes. The three dots next to each user allow additional actions such as removing access or resending invitations. To add a new user to the account, click on "Add New User," provide the details, and send the invitation.

Moving forward to the next tab, "Subscription." Here, you can view your subscription details. If you need to update your billing details, click on "Edit" and enter the required information. Click on "Save Changes" to confirm. You can also change your payment method by adding a new one or editing the existing details. Please note that in this demo account, there are no existing billing methods. Adding or changing them follows the same process as demonstrated for the billing details.

The last tab in our account administration is the overview of our invoices. Here, you will find a list of all your invoices, along with their payment status. You can also access detailed account usage reports, campaign usage reports, and the invoices themselves. All these reports are available for download.

I hope this video has answered all your questions regarding account administration. If you have any remaining questions, please don't hesitate to contact us through the blue chat box provided.