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Workspaces, clients and members - The structure of DatAds

Find out how DatAds is fundamentally organized and structured.

Maximilian Modrich avatar
Written by Maximilian Modrich
Updated over 3 weeks ago

In this article, you will learn everything you need to know about the basic structure of DatAds. We explain the concepts of workspaces, clients and members so that you can find your way around quickly and easily.

  • DatAds is structured into "workspaces", "clients" and "ad-accounts"

  • Each "workspace" represents a business in the real world (i.e. the brand or agency you are working for). Invoices and referral-commissions are paid at the "workspace" or "business" level

  • A "workspace" contains a list of "clients". You can think of "clients" like a folder or wrapper in which you can structure your "ad-accounts". Clients also contain all your report settings and defaults

1. Workspaces

The workspace represents your DatAds account - i.e. your company or organization.

A workspace includes:

  • Your clients

  • Your members

  • Your connections

  • Your payment method

  • The general profile settings

If you have several workspaces, you can easily switch between them. To do this, click on 'Change Workspace'.

2. Clients

Your DatAds workspace consists of at least one client. If you are an agency or have access to multiple ad accounts within a platform, it makes sense to split them across different ad accounts on different clients.

For agencies or solo marketers: Each client represents one of your customers.

For brands: Each client can represent an ad account, for example. If you have several advertising accounts (e.g. for different countries or brands), you can organize them separately at client level.

Important: If you only have one advertising account per platform, you only need one client.

If you would like to find out more about the clients, you can do so here.

3. Members / Team

Members are the people in your team who have access to your workspace.

There are three roles with different authorizations:

  • Admin: Has full access to all functions.

  • Member: Can use the platform, including editing, creating and deleting reports, but with limited access to certain settings.

  • Visitor: Has read-only access and cannot make any changes.

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