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The most important workspace settings

Find out how the various settings affect your workspace.

Maximilian Modrich avatar
Written by Maximilian Modrich
Updated over 2 months ago

This article will help you make sure everything in your Workspace settings is set up optimally – for you and your entire team.

❗If you’re still having trouble with the setup in DatAds, this Help article will definitely be helpful for you.

First:

👉 To access the settings, start by clicking on “Settings.”


❗ Here you will find the various sections that will help you to make the right settings for DatAds. ❗

Profiles - Your personal settings

Here you can:

  • Edit your personal information

  • Change your password

  • or log out

Team - Manage members of your workspaces

Here you can:

  • Invite new team members

  • Assign roles

  • Customize permissions

  • Track the activity of your team

There are three roles with different authorizations:

  1. Admin:
    -> Has full access to all functions.

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

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

👉 Here you’ll find everything you need to know about inviting and managing team members.

Clients - Client management

Here you can:

  • add new clients

  • view linked client accounts

  • define client goals

  • Set standard metrics

  • Set up and manage Top Creative Digest

👉 Learn more about the Client Page.

Legal

Everything legal about DatAds:

  • Imprint

  • Privacy policy and terms of use

Connections - linking tools and platforms

Here you can connect:

  • Advertising platforms

  • External attribution platforms

  • Other tools

Here’s what you can connect:

Ad Platforms:

  • Meta

  • TikTok

  • Google

Attribution Platforms:

  • adtribute

  • Hyros

  • TripleWhale

  • Tracify

Further connections:

  • Slack

Workspace

Here you can:

  • Customize the logo and name of your workspace

  • Change workspaces

👉 Here you can learn more about the structure of your Workspace.

Billing

This section provides an overview of your DatAds invoice

Here you can:

  • customize and update your plan

  • change your payment method

  • Receive information about your invoices


Usage

Under Usage, you will find an overview of how intensively your workspace is used:

You can also view the number of Creatives you’ve used per month in a visual chart.

Referral

Here’s how you can share DatAds with others:

Our affiliate program makes it easy —

Invite friends, colleagues, or partners to DatAds and earn exciting rewards in return.

👉 For more information, please visit here.

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