Account Setup and Configuration
Learn how to set up your account, configure your workspace, and prepare for managing PPC campaigns.
This guide will help you set up your Otternative Ads Dashboard account and configure it for optimal use.
Account Setup
Creating Your Account
- Visit the sign-up page
- Enter your email address and create a secure password
- Verify your email address through the confirmation link
- Complete your profile information
Profile Configuration
Configure your profile settings:
- Name and Contact Information: Keep your profile up to date
- Notification Preferences: Choose how you want to receive alerts
- Language and Timezone: Set your preferred language and timezone for accurate reporting
- Theme: Choose between light and dark mode
Workspace Setup
Personal Account
Your personal account is created automatically. Use it to:
- Manage your own campaigns
- Track personal performance metrics
- Access all platform features
Team Account (Optional)
Create a team account to collaborate:
- Navigate to Accounts → Create Team
- Enter your team name and slug
- Invite team members
- Set up roles and permissions
Initial Configuration
Subscription Plan
Choose a subscription plan that fits your needs:
- Starter: Up to 5 clients, 10 brands - Perfect for small agencies
- Professional: Up to 25 clients, 50 brands - For growing agencies
- Enterprise: Unlimited clients and brands - For large agencies
Integrations Setup
Before you can start managing campaigns, you'll need to connect:
Meta Account: Required for campaign management
- Navigate to Integrations → Meta
- Connect your Meta advertising account
- Grant necessary permissions
Telegram Bot (Optional): For conversion tracking
- Create a Telegram bot via @BotFather
- Connect the bot to the platform
- Configure tracking channels
Security Settings
Two-Factor Authentication
Enable 2FA for enhanced security:
- Go to Settings → Security
- Click Enable Two-Factor Authentication
- Scan the QR code with your authenticator app
- Enter the verification code
API Keys
Manage API keys for integrations:
- Meta API: Automatically managed when you connect Meta
- Telegram Bot Token: Enter your bot token from BotFather
- Custom API Keys: For future integrations
Best Practices
- Regular Backups: Export your data regularly
- Team Permissions: Set appropriate access levels for team members
- Notification Settings: Configure alerts for important events
- Data Retention: Understand your plan's data retention limits