💰 You can earn up to 20% of the lifetime net-revenue for each referred business.
Instructions
💡Good to know: You can select clients to transfer to the new workspace. DatAds will automatically copy their report structure, metric settings, and defaults — ideal for agencies setting up a workspace for a client.
Click on the client-workspace dropdown at the top-left
Click on "Create new workspace"
Enter the company-name and company-type
Click on "Create workspace"
The page will reload after a few seconds. You might notice that the settings were not copied over yet. This is expected as DatAds copies your settings in the background. They should be available within a few minutes.
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, navigate to "Settings" and "Team" 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.
Once all ad 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.
👉 Here is a helpful article you can send them.
Refresher: The difference between "workspaces" and "clients"
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.
If you have any questions or would like to share feedback, feel free to reach out to us anytime via the chat widget in the bottom right corner of your dashboard. 💬