Pareto Ads offers the possibility for you to add several users to your Team. See in this other article how to add new users to your team. Once your team is already registered on the platform, the management possibilities are endless. Below, we cite some examples.
Add a user from your team as a Client Manager
Go to the client's Company Settings menu
Click on the Account Managers row
Select the user (s) you want to assign as the client's manager(s)
Add tags to a user group
Go to your team's Users menu
Click Add Tags to add as many tags as you want to a particular user.
(Your user must be an admin to make these changes)
Filter Workflow Information by user
On your Workflow, access the 3 filter lines in the upper right corner and select one of the options below:
Manager filter: filter all activities (one-clicks and manual cards) of customers that the user is added as Account Manager.
Classification filter: filter all manual activities that a specific user group is responsible for.
Assignee filter: filter all manual activities for which a user is responsible.
Now, it is much easier for you, the manager, to follow the work of your team, and for you, Account Manager, to manage the optimizations of your client portfolio.