We’ll explain the concepts of Workspaces, Clients, and Members so you can quickly get familiar with how DatAds is structured.
DatAds is organized into:
Each Client also contains one or more Ad Accounts.
1. Workspaces
Each Workspace represents a business – meaning your DatAds account, the brand, or the agency you work for.
A workspace includes:
Your clients
Your members
Your connections
Your payment method
The general profile settings
👉 Here you’ll find everything you need to know about the most important Workspace settings.
Switching between Workspaces
If you have several workspaces, you can easily switch between them. To do this, click on 'Change Workspace'.
💡 Good to know: You can also switch between your Workspaces from the Home section.
2. Clients
Your DatAds workspace consists of at least one client.
💡 Tip: 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.
A recommendation for how you can organize your 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 learn more about the right client setup, 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 permission levels:
Admin:
-> Has full access to all features.
Member:
-> Can use the platform, including creating, editing, and deleting reports, but has limited access to certain settings.
Visitor:
-> Has view-only access and cannot make any changes.
With the right understanding of Workspaces, Clients and Ad Accounts, you‘re well prepared for your DatAds Start.
If you have any questions or would like to share feedback, feel free to reach out to us anytime. 💬