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Everything you need to know about DashOps: what it is, how to get set up on day one, and how roles, reports, and branding fit together. Skim the table of contents and jump straight to what you need.
Last updated: 2026-09-24
What DashOps is
DashOps is a marketing operations platform and Meta Ads dashboard for everyone who runs Meta (Facebook + Instagram) Ads: solo advertisers, e-commerce brands, freelancers, in-house teams, and agencies. One dashboard for every ad account, with reporting and analytics, campaign creation and editing, team roles, branded client portals, and automated email digests built in, so you can run Facebook and Instagram ads without living in Facebook Ads Manager. Today DashOps is purpose-built for Meta; Google Ads, GA4, TikTok, and LinkedIn are on the public roadmap.
Getting started
Here’s the path to your first report.
- 01
Verify your email
Right after signup you’ll get a verification email. Click the link to activate your account. Didn’t arrive? Check spam, then resend from the prompt on the dashboard.
- 02
Connect your Meta Business
Go to Settings and click "Connect Meta". You’ll sign in with your Meta Business account via standard OAuth, with no passwords or access tokens to copy. Meta shares the ad accounts you allow on its permission screen, and DashOps lists them for you to choose from.
- 03
Pick your ad accounts
After connecting, choose which ad accounts you actually want to manage in DashOps, then press Full refresh to pull their data. The picker is capped by the number of ad accounts you pay for (up to 20), which you can change on the Billing page. You can change the selection anytime from Settings.
- 04
Invite your team or clients (optional)
Working solo? Skip this step. Otherwise, on the Team page, invite Team members (people who manage ads on accounts you assign) and Client users (the clients you report to, who get read-only access to the accounts they’re assigned to). Each invite goes out as a branded email.
- 05
Open your first report
Hit the Dashboard. Change the date range. Click "Report" to download a branded PDF (or Excel on Growth and Enterprise). Want it emailed automatically? Turn on a daily, weekly, or monthly digest from Settings → Notifications (Starter sends one digest a month).
Roles & access
DashOps has four roles: the Main Admin (who signed up and manages billing), Co-admins, Team members and Client users. The admins invite everyone else and decide what each person can see. Working solo? You're simply the Main Admin.
The person who signed up the company. Full control: connects platforms, picks ad accounts, invites everyone else, manages billing, and sees every screen.
Admins you invite to help run the account. They can do most of what the Main Admin does, except billing, and each one uses one of your plan’s team seats.
Your staff. Can manage ads on the specific ad accounts an admin assigns to them. Can’t invite others, can’t see billing, can’t connect or disconnect platforms.
The clients or stakeholders you report to. Read-only access to the ad accounts they’re assigned to. A switch on the Team page hides spend and cost figures from client users if you don’t want them visible. Can’t see other clients or team members.
Reports & digests
Four ways to get the data out, whether it's for clients, your team, or just you.
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On-demand PDF & Excel
Hit "Report" on the Dashboard. Pick the KPIs and the date range. On Growth and Enterprise the PDF carries your logo and colours, ready to forward to a client, your boss, or anyone else. Excel (Growth and Enterprise) is a full data export for spreadsheet workflows.
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Automated email digests
Turn on daily, weekly, or monthly digests per ad account from Settings → Notifications (Starter sends one digest a month). Each email summarises spend, results, and trends.
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Shareable links
Generate a public, read-only link to a single report, which is handy when someone wants to forward it to their team without giving them a login. Set an expiry (up to 90 days) and revoke any time.
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Client portal
Clients log in to a simplified, white-label view of only what they’re assigned to. No technical clutter: just KPIs, trends, and a "Download report" button.
Branding & white-label
Make the dashboard look like your company, not ours. Different plans unlock different layers. See the pricing page for the full breakdown.
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Logo & brand colours (all plans with white-label)
Upload your logo + favicon and pick primary/secondary colours from Settings → Branding. They flow through the dashboard header, client portal, PDF reports and email digests, and through the sign-in page when you use your own domain.
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Hide the DashOps footer (Growth plan and up)
Toggle off the "Powered by DashOps" line so clients see only your brand.
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Custom domain (Enterprise plan)
Serve the dashboard at app.yourcompany.com instead of app.dashops.io. We walk you through the DNS records, then auto-provision an SSL certificate.
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Custom email sender (Enterprise plan)
Send client digests from digests@yourcompany.com instead of digests@dashops.io. We handle the DNS verification + DKIM signing.
Security & your data
Meta access tokens are encrypted at rest (AES-256-GCM). All traffic is encrypted with HTTPS. A sign-in session lasts up to 7 days. Changing your password signs out your other sessions, and resetting it or turning off two-factor authentication ends every sign-in session, including the one you are using. Five failed sign-in attempts within 15 minutes block further attempts on that account for up to 15 minutes, and two-factor authentication is optional. Important actions such as invites, team member removals, billing changes and campaign changes are recorded in an audit log that your company’s admins can view in the app.
For details on what we store, who processes it, and how to request export or deletion, see our Privacy Policy and sub-processor list.
Need more help?
Can’t find what you need? Get in touch and we’ll reply. We read every message. Feature requests and bug reports both very welcome.