Choose the control for the job
An account name can appear in more than one context. Check its provider account ID when connecting, assigning it to a client, or choosing where to make an ad change.
Documentation Index
Fetch the complete documentation index at: /llms.txt
Use this file to discover all available pages before exploring further.
Separate shared billing, client organization, connected accounts, websites, and teammate access.
| What you need | Where to go | What changes |
|---|---|---|
| Pay for the workspace or buy credits | Settings → Billing | Shared plan and wallet, managed by the owner. |
| Invite a person or change their role/accounts | Settings → Team | That person’s role and permitted ad accounts. |
| Keep a client’s accounts and sites together | Settings → Client workspaces | Client organization and optional usage ceilings. |
| Add provider authorization or choose a Google customer | Settings → Connections | What the provider connection can reach. |
| Work on a Meta account | Sidebar account selector | The account context for the selected work. |
| Give access to a website | The website’s access controls | That website’s permission, separate from ad accounts. |