Adspert Agency Account - Administration & Settings
Adspert offers the option to upgrade your Adspert account to an Adspert agency account, enabling you to effectively manage multiple client accounts and provide top-notch advertising services. With an Adspert Agency Account, you can seamlessly switch between different client accounts, analyze their performance, and optimize their advertising campaigns.
Please be aware that the Agency Account Model is a service that is only available to Adspert Enterprise Clients.
Separating advertising accounts can provide several benefits, and one of the significant reasons is user access control. By creating separate environments or accounts, customers can control and manage user access more effectively. Here are a few reasons why customers may choose to separate their advertising accounts:
Client Management: If an advertising agency or consultant is managing campaigns on behalf of multiple clients, creating a dedicated optimization environment for your users and their accounts allows them to provide each client with their own dedicated environment. This ensures that clients can only access and view their specific campaigns and data, maintaining privacy and confidentiality.
Access Control: Separating accounts allows for granular control over user access. Customers can grant different levels of access to different users based on their roles and responsibilities. This helps maintain data security and privacy by ensuring that users see only what is relevant to their work.
Reporting and Analysis: Having separate accounts can facilitate accurate reporting and analysis. Each account group represents a distinct set of campaigns, allowing for clear performance tracking and data analysis. This separation helps avoid data overlap or confusion when generating reports for different campaigns or clients
To upgrade to an agency account please get in touch with your Client Success Manager.
If you've upgraded your Adspert account to an Adspert agency account, you're now equipped to manage multiple client accounts with ease. Here's a step-by-step guide to get started:
In your Adspert Account click on the blue letter in the upper right corner and choose “Agency Settings” from the drop down
The admin area offers the overview of
Managing your Accounts
Manage your subscription
See and manage your invoices
Please be aware that point b & c are not separately explained in this article. To get more information in these tabs please see this Tutorial Video.
The usage of all all accounts will be billed under the Agency Account and therefore under the main customer.
Newly connected accounts will not get a free trial of 30 days regarding the optimization and therefore will be billed immediately when starting the optimization.
How to add a new client to your agency portfolio ?
To add a new client to your agency portfolio you need to create an Account Group.
You can manage your clients advertising accounts within the account group.
You see all your client account groups in the overview .
But before we start:
To add your client’s advertising account later on into this account group you need to ensure that your client’s advertising account is connected with your Adspert account. If it is not connected yet please do so and have a look at this article on how to connect advertising accounts.
To add a new account group follow these steps:
Click on “Manage Account Groups”
Click on the blue button “Add Account Group”
3. Give your new Account Group a name and click “Next”
4. Choose the account you want to add to the account group by clicking on it (the list on the left side shows the account that is connected to your main account).
After you choose the account you click “Next”.
4a) In case your client’s advertising account has not been connected yet to your account you can also create an empty account group and add the account later on. In this case you just click on “skip” on the upper right corner.
5. Choose the users you want to have access to the account.On the left side you see the available users, by clicking on them you select and the user moves to the right side. After selecting your users click “Next”.
5a)
In case you don't want to add any additional user at this point skip the user setting (click on “Skip” on the upper right - similar as described under point number 4a.
6. Once you chose the user, give him a User role
7. Click “Save changes”
Your new Account Group is created!
How to administrate my account group ?
Click on the “Action” button and choose one of the options from the drop down menu
Option “Overview”:
Shows the connected advertising account and the users that have access to it.
Option “Manage Users”:
Add existing users or remove users from the account. Edit user roles.
By clicking on the user on the left side the user gets added to the account and automatically moved to the right side.
By clicking on the user on the right side will be removed from the account and the user shifts to the left side automatically.
Once you are happy with your selection click “Next” and define the desired user role.
This is only about existing users on your agency account. To see how to add new users to an advertising account please see further down in this article the option “Adspert Account Settings” and “User Management” .
Click on the little arrow and choose from the drop down option.
Save Changes
Option “Manage Accounts”
To add a new account or marketplace to your account group choose from the list of available accounts on the left side and click on them to move them to the side of selected accounts.
Once you are happy with your choice click save changes.
Please be aware you will not see the added advertising account in the account group immediately There will be a banner that will inform you about the progress. Once it is done, the banner will disappear automatically.
Option “Edit Name”:
Change easily the name of your Account Group
Option “Adspert Account Settings”
Under this option you can manage your clients advertising platform(s).
It's very similar to the general Account Administration. To see the Tutorial Video click here.
Click on the three dots on the action button and choose from the drop down the desired action:
Stop Optimization
Change Account Access
Disconnect Account
Manage User - Add New User and edit user rights
To add new user Click on the button “Add new user “
Enter the details and click send invitation
To edit the user role click “Edit user “ and do the changes as preferred.
To remove a user's access or resend an invitation click on the three dots and choose from the drop down menu.
Option “Archive Account Groups”
If you archive your account group it remains visible for 60-90 days to close the invoicing cycle. After that time they just disappear.
During the duration of 60-90 days you always have the chance to unarchive the account.