Your Settings

 

Settings allow you to set and edit your personal information and account details, as well as add and define the roles of your users and subaccounts.

Personal Information: 

This page has all the account holders’ personal information.

1. Name and Contact:
   You can easily fill in your first and last name, email, and phone number. Please note that the flag you choose will automatically fill the corresponding country code.
2. Password:
   You can also set your password. You will be asked to enter your current password and new password and confirm the new password. Once you press Save, the system will notify you that your password has been updated.

Once all your personal information is updated, please press the Save button.

Account Details: 

This tab includes all the account holders’ account details.

1. Account Type:
   You need to specify whether your Account Type is an individual account or maybe a company account.
   
   
2. Account Name:
   You also need to provide a unique account name of your choice; this account name will be associated with your unique email address, password, and billing details.
   
   
3. Create New Account:
   Using your sign-in credentials and the same identity, you can create multiple accounts. Each account can enjoy separate billing details, campaigns, analytics, and subaccounts. Each account will be assigned an account manager. You can use all your accounts yourself, or you can invite other people to access one of your accounts. You can assign them various roles based on your objectives and goals.
   If you would like to Create New Account, press the button and fill in the required details. You need to provide a unique account name and specify the account type, country of residence, and company name. Once you press Add, your new account will be created.
   You can easily switch between your accounts. From the upper right-hand corner of the dashboard, once you click on your picture,  a drop-down list of your created users will appear. By clicking on the user and account you want, you will be redirected to this users’ account and details.
   
   
4. Industry:
   You will need to select your line of Industry. Speakol accommodates a wide range of industries including Fashion, Automotive, Real Estate, Cosmetics, Registered Medicines, FMCG, E-commerce, to name a few.
   
   
5. Location:
   You need to specify your Country and City. Speakol operates all over the world, so no matter where you are, we will always assist you and provide you with your services.
   
   
6. Company Details:
   If you choose Company as your account type. You will be asked to provide your Company Name and Tax Registration Number. If available, please share the company’s website URL, tax card, and commercial registration number.
   If you choose Individual as your account type, you will be asked to provide a Business Name, to help identify your account, an ID that corresponds with the name you have provided, Proof of Residency, such as a utility invoice, and a Proof of Delivery Address if it differs from the billing address.
   
   
7. Communication:
   Since we always want to reach you through the most convenient way, please provide us with the Communication Method you prefer including phone, email, or skype, and provide us with your contact details.
   

Users: 

This tab includes all your created accounts and their defined roles.

Your Accounts will be listed in a table with the following information:

1. Name:
   It is the unique account name you have given to this account and the email associated with it.
   
   
2. Status:
   This will show whether the account is activated or still pending.
   
   
3. Role:
   This indicates the role you have granted the account holder. It may vary to include the following:

• Admin: This person will enjoy the same roles as the main account holder. He can create campaigns, edit information, add funds, view analytics, and reports.
•  Editor: This person can create campaigns and view analytics and reports.
• Viewer: This person can only view the campaigns and analytics, but other features will be disabled.
• Customized Role: This person’s role can be completely customized by the account holder. For instance, he can grant this account holder the permission to view finances and add funds only, or create campaigns and disable other permissions.

4. Actions:
   These are the actions that the account holder can take. He can view the account details, resend an invitation, or delete it.

   You can filter your accounts based on their role, and you can add new accounts. Once you click on Add New User, you will just need to provide an email and specify a role. You can invite more than one account at a time.

Subaccounts: 

This tab includes all your created subaccounts and their defined roles.

A Subaccount is a fully functional campaign manager account that belongs to the parent account. Each subaccount is created for a specific purpose and might only be accessible to a particular person or group. So the account holder can create and manage subaccount within their parent accounts to better organize company accounts, accounts, or funds. Subaccounts are like normal accounts and have their only campaigns, ads, creatives, budget, targeting options, goals and optimization strategies, analytics, and reports. Subaccounts may be accessed by the parent account, but will not be viewed or modified, or accessed by other subaccounts.

Once you press the tab Subaccounts, you will see your details as the parent account. If you do not have any subaccounts, you will see a (+) sign under your name, once you press it, you will be asked to add an email, and a unique account name. An invitation will be automatically sent to this email. If the invitee is a Speakol account holder, he can directly access this subaccount; if the invitee is not a Speakol account holder, he needs to register and login in order to access this subaccount. Once you start creating subaccounts, they will start appearing in a tree diagram. 

When you choose a certain subaccount, you will be able to do the following:

1. Add Fund: you can add funds and manage the budget and spending of this account. If you add funds, the amount must be equal to or less than your available balance.
2. Block: you can block the account.
3. Activity Log: you can review the activities of this subaccount including the actions taken, date, time, additional notes, and amounts spent.
4. Export: you can export your activity log; you need to specify the file name and extension.

For any questions or queries, please do not hesitate to contact your account manager or email us at [e-mail].