💰 You can earn up to 20% of the lifetime net-revenue for each referred business.
Instructions
Click on the client-workspace dropdown at the top-left
Click on "Create new workspace"
Enter the company-name and company-type
You can also select a list of clients to be transferred to the new workspace. For each selected client, DatAds automatically copies over your report-structure, metric-settings and other defaults. This is especially useful, if you're an agency and want to set-up a new workspace on behalf of your client
Click on "Create workspace"
The page will reload after a few seconds. You will notice that the settings were not copied over yet. This is expected as DatAds copies your settings over in the background. They should be available within a few minutes though.
You may also notice, that the connections and ad-accounts are not copied over to the new workspace. The reason is that the business owning the workspace should own and create the connection. Otherwise, ad-accounts might get implicitly deleted in DatAds, if your business manager loses access to the client's ad-accounts.
To conclude the setup you should navigate to "Settings" and "Team" (Link) and invite all members that should get access to the new workspace. You can find the "Add user" button in the top-right.
The last step is to ask the new workspace-owner to connect their accounts. Here is a helpful article you can send to them.
Once all business managers are connected, you should do a final check of the client settings and verify the ad-accounts are assigned to the right clients i.e. the ones you copied over from your workspace containing all reports and settings.
Refresher: The difference between "workspaces" and "clients"
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