Adacado offers multi-user capabilities that allow you to share and manage your advertising accounts with anyone you wish to collaborate with on your advertising activities.
What is Multi-User?
Multi-user in Adacado means that multiple users can work individually or jointly, and share work, under one billing account in charge of payment with credit card information. This feature allows you to organize, allocate and manage your advertising activities and resources efficiently and effectively.
What are the Benefits of Using the Multi-User Feature?
- Ability to advertise more with more people using the platform
- Gain insight into creative and advertising strategies and techniques among team members
- Collaborate on campaigns by editing/modifying each other’s work
- Improve workflow by having team members work on different parts of the campaign based on areas of strength
- Ability to create and organize different teams as needed
- Examples:
- Teams by advertiser type, such as fashion, beauty, home & deco, etc.
- Teams by projects, such as Black Friday promotion, summer sale, etc.
- Examples:
- Gain holistic insight into campaign performance
- Business continuity – If an employee gets sick or leaves, someone else can take over
Contents
Account Role
How to Add a New User to Your Billing Account
Invite a New User
Accept the Invitation and Create an Adacado Account
How to Manage Accounts in Your Billing Account
Edit Account Roles
How to Create and Manage Teams with Users in Your Billing Account
Create a Team
Add Team Members
How to Share Advertisers
Share Advertisers within a Team
Share Advertisers with Individual Users on the Same Billing Account
Unshare Advertisers
Account Role
There are five account roles that can be assigned to individual users or multiple users simultaneously within a billing account. When you create your organization’s first Adacado account through the sign-up process, the “Associate,” “Owner,” and “Teams Manager” roles are automatically assigned to your account, and you can invite others to join your account. Roles can be selected when sending invitations and can be adjusted by the “Owner” account or “Manager” account at any time on the “Accounts” page.
How to Add a New User to Your Billing Account
Invite New Users
If you have created a new Adacado account or already have an Adacado account and would like to invite new users from your team, company, or agency to collaborate on advertising activities, click “Manage Accounts” in the account drop-down to open the “Accounts” page.
On the “Accounts” page, click the “Invite” button in the upper right corner.
Enter the new user’s name and email address to create an invitation. You can assign roles to new users when sending invitations, or you can assign them later. All users who should have full advertiser edit access must be assigned at least the “Associate” role. For all non-editing users, just assign the “Creative Viewer” role.
When you click the “Invite” button in the “Create Invitation” popup, an invitation email will be sent to the invitee’s email and the invitee will appear on your “Accounts” page as “Invited”.
If the invitee has not accepted the invitation, you can resend or cancel the invitation, and the status will change to “Enabled” when the invitee accepts the invitation.
NOTE: Only new users whose email was not used to create an Adacado account can be invited.
Accept the Invitation and Create an Adacado Account
If you have been invited to use the Adacado platform, you will find in your mailbox an invitation email “Adacado Invite” sent from “Morgyn from Adacado”. To accept the invitation, open the email and click the link in the email. If clicking the link doesn’t work, copy the link from the email and paste it into your browser. Then click the “Accept” button in the “Invite Confirmation” popup to accept the invitation.
Invitations expire 7 days after they are sent. If your invitation has expired and you still want to create an Adacado account, ask the account that sent you the invitation to resend the invitation.
After accepting the invitation, create a password for your account.
Once you have created a password and clicked the “Continue” button, your Adacado account creation is complete, and you can start with creating an advertiser on a page with step-by-step guides for creating ads.
How to Manage Accounts in Your Billing Account
If you have created multiple accounts by invitations from your account, you can manage them on your “Accounts” page. It is efficient for billing account owners to delegate the responsibility of inviting and managing new users by assigning the “Manager” role to individual users or multiple users.
To access the “Accounts” page, select “Manage Accounts” in the account drop-down. This page can only be accessed by accounts with the “Owner” or “Manager” role. On this page, you can edit account roles and enable/disable accounts.
Edit Account Roles
Accounts with the “Owner” role can adjust the roles of any other account listed on the “Accounts” page at any time, and accounts with the “Manager” role can edit the roles of other accounts except accounts with the “Owner” role.
Click the Edit button to the right of each account and select the account role. Multiple roles can be selected for each account, and multiple accounts can have the same role at the same time. This gives you resources to take over when someone is on vacation, sick, or leaves.
NOTE: There can be more than one user with the “Owner” roles, but there is only one billing account with one credit card info only.
How to Create and Manage Teams with Users in Your Billing Account
The multi-user feature allows you to create a team to organize and manage your advertising activities in a more structured and efficient way. For example, if you have different types of advertisers or projects, you can create a team for each advertiser/project and allocate resources to the team based on your expertise and skills.
In addition, the automatic advertiser sharing function within the team allows all members of the team to always access all advertisers created within the team. When your account is added to the team, you will automatically have access to all advertisers created by other team members, and other team members will have immediate access to all advertisers created by you. This allows team members to share or split tasks as needed to increase productivity and achieve business continuity.
Create Teams
To create a team or teams, you must have the “Owner” or “Manager” role. On the “Accounts“ page, click “Teams” in the left navigation bar, then click the “New Team” button in the upper right corner to open the “Teams” page. On the “Teams” page, you can create and remove teams, add team members, and edit the team name/description.
In the “Create a New Team” popup, enter your team name and team description and create your team.
Add Team Members
Once the team has been added to the “Teams” page, click the “Team Members” button in the upper right corner to add team members to the team.
In the “Team Members” popup, click the “Add Member” button to open the “Select Member” popup.
In the “Select Member” popup, choose the accounts you want to add to the team, then select the member roles for the selected member. The “Associate” role is assigned by default, and you can decide whether to assign the “Team Manager” role or not. The “Team Manager” account can add or remove team members and edit the member role.
After selecting all team members, click the “Team Members” button to view all team members and their member roles. You can easily enable and disable the “Team Manager” role by clicking the “Team Manager” button to the right of each member. If the button shows a green icon, it means that the “Team Manager” role is enabled for that member.
There are two ways to share advertisers with other Adacado accounts.
Share Advertisers within a Team
Share Advertisers with Individual Users on the Same Billing Account
You can share your advertisers with the individual Adacado accounts that are on the same billing account but not on the same team. Currently, this feature is only available for accounts with the “Owner” or “Manager” role.
Click the “Share” button on the campaign list page of the advertiser you want to share.
Click the “Add” button in the “Shared Accounts” popup.
Click the “Share” button to the right of the account you want to share with your advertiser. The selected advertiser and all campaigns from that advertiser are immediately shared with the selected account and displayed on the advertiser/campaign list page for the selected account.
Unshare Advertisers
To unshare an advertiser, click the “Share” button on the shared advertiser’s campaign list page, then click the “Unshare” button next to the account with which you no longer want to share the advertiser.
If you’re still having trouble or have questions, feel free to reach out to us anytime at support@adacado.com
