Opteo: account limits, permissions and history

Count accounts and spend

Price the portfolio against both limits. A low-spend portfolio can still exceed an account cap.

Opteo pricing lists Basic at $129 per month for 10 accounts and $25k monthly connected spend. Professional is $249 for 25 accounts and $100k; Agency is $499 for 75 accounts and $250k.

The same pricing page says refresh periods differ. Ask which refresh period applies to your intended plan and have the vendor explain any gap you cannot observe in the trial; check the current quote.

For example, a portfolio of 12 accounts exceeds the Basic account allowance even if monthly connected spend is below $25k. Price the next suitable plan against the actual spend and verify the billing terms.

Before committing, agree on a representative task with the person who owns the account. Record the expected result and the actual result, including any step that requires approval. Record any gap you cannot observe in the trial. Keep the result alongside the quote so the decision includes the work as well as the price.

Check what teammates can see

Check visibility before inviting a client or contractor. Assignment alone is not evidence that the rest of the account pool is hidden.

Opteo’s permissions guide says invited teammates can see connected manager and ad account names, including unlinked accounts, and can relink them. Users can apply changes; administrators also manage billing and the team.

A login belongs to one team, and moving teams requires support, according to that guide. Check the behavior with a test login before sharing access outside your agency.

Opteo getting-started search copy describes unlinked accounts as hidden. The detailed permissions guide says they remain visible; verify current behavior in a trial.

Test the settings on each platform

Test the operation your team needs on each ad platform. A connection does not prove equal settings across platforms.

Opteo’s algorithm settings list the widest set for Google, three groups for Microsoft, one for Meta and LinkedIn, and none for TikTok in that guide. Protected segments and terms prevent specified exclusion recommendations; they do not undo existing exclusions.

Bring an account with an existing exclusion to the evaluation. Ask how the team would inspect it and which settings are available for that platform. Record the answer alongside the configuration you intend to use.

Keep a complete audit trail

Plan to reconcile changes made outside Opteo with its action history. The export is useful only if its scope matches your review process.

Opteo’s changelog records actions made through Opteo, including the actor and before-and-after details where relevant. It supports filtered CSV export, but direct ad-platform changes do not appear automatically.

Compare a filtered export with the platform’s own history for a representative account. Decide where an outside change will be recorded and who will review the combined record. The documented export does not prove rollback.

How to compare the alternatives

Compare the access requirement first when client isolation matters. Then price the same account pool.

Consider Adalysis if selected-account permissions are needed. Adalysis team documentation describes per-login access scoped to chosen ad accounts.

Consider Optmyzr if a rule preview and scheduled execution fit the work. Optmyzr’s Rule Engine guide describes both options.

The PPC management buying guide sets out a common trial; the Optmyzr alternatives comparison compares the documented choices.

Use the same client portfolio for each discussion. Ask each vendor to demonstrate the role your contractor will use, then record what that person can see. Review the change record with the client owner before choosing a process for ongoing reconciliation.

Common questions

Is Opteo suitable for agencies?

Consider it if its account and spend limits fit your portfolio and teammate visibility matches your client agreements.

Can teammates see unlinked accounts?

Opteo’s permissions guide says invited teammates can see their names and relink them. Verify current behavior before inviting external users.

Does Opteo include direct platform changes in its history?

Opteo’s changelog says direct ad-platform changes do not appear automatically.

Are settings identical across platforms?

Opteo’s settings guide lists different settings by platform. Test the operation you need on each one.

Sources and scope

We read the linked vendor documentation on October 29, 2026.

We have not tested these products, their permissions or recovery. Quillwell builds Adswell, a paid-media product.