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Agencies: MCC, team and client approvals

Connect your MCC once, set up each client in a few taps, invite your team, and let the client approve changes on WhatsApp or in the app.

For agenciesUpdated 2 min readMarkdown
On this page
  1. Set up your clients
  2. Invite your team and your client
  3. How client approval works
  4. Troubleshooting

Connect your manager account (MCC) once and work every client account under it. Each client gets its own space, with its own accounts.

Set up your clients

  1. Sign up as an agency

    Choose “An agency, or more than one business”.

  2. Connect Google Ads

    With the Google user that reaches your MCC (see Connect Google Ads).

  3. “Which client accounts should I run?”

    Accounts are grouped by where they come from: each manager account, accounts you reach directly, your own business, and accounts other businesses shared with you.

  4. “How should I set up your clients?”

    “Group by name” or “One client per account”. Taseli suggests names from the accounts; change any.

  5. Taseli reads each client

    It takes a few minutes, and you can leave. Then the morning dashboard shows every client: who needs you today, and what Taseli would do.

The Agency plan includes up to 10 ad accounts. The 14-day trial includes up to 5. Later, connect more in Settings › “Accounts & access” › “Connections”.

Client accounts start locked (“Read-only”): Taseli reads, alerts and suggests, but changes nothing in them. Only the owner can open an account to changes, in Settings › “Accounts & access”, and even then every change goes through approval.

Invite your team and your client

Settings › “Team” › “Invite someone”:

RoleCan do
ManagerSee the accounts, approve decisions and work on them with you
Approve onlyApprove or decline one client's decisions. You pick the client

How client approval works

  1. 1Taseli prepares a change
  2. 2The client is told
  3. 3“Do it” on WhatsApp or in the app
  4. 4It runs and is watched

The client sees their decisions, the last 30 days and what you did lately, under your agency's name (what your client sees). They answer “Do it” or “Not now”, and can tell you why in one tap. They can't request new changes.

Troubleshooting

Former agencies still have access. Their changes show in “What we did”, marked “In the ad account”.

The client didn't get a message. Check that they joined from the invitation and linked WhatsApp. Until then, messages reach them by email.