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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: 2026-05-25

What DashOps is

DashOps is a multi-client marketing operations platform for companies running Meta (Facebook + Instagram) Ads. One workspace, every client, every ad account, with reporting, team roles, branded client portals, and automated email digests built in. Today DashOps is purpose-built for Meta; Google Ads, GA4, TikTok, and LinkedIn are on the public roadmap.

Getting started

Most teams are live and looking at their first report in under an hour. Here’s the exact path.

  1. 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.

  2. 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. We pull every ad account, page, pixel, and audience you have access to.

  3. 03

    Pick your ad accounts

    After connecting, choose which ad accounts you actually want to manage in DashOps. The picker is capped by your plan. You can change the selection anytime from Settings.

  4. 04

    Invite your team and clients

    On the Team page, invite Managers (your staff, who manage ads on accounts you assign) and Clients (your end-customers, who get read-only access to the accounts they’re assigned to). Each invite goes out as a branded email.

  5. 05

    Open your first report

    Hit the Dashboard. Change the date range. Click "Report" to download a branded PDF or Excel. Want it emailed automatically? Turn on a daily, weekly, or monthly digest from Settings → Notifications.

Roles & access

DashOps ships with three roles. The Owner invites everyone else and decides what each person can see.

Owner

The person who signed up the company. Full control: connects platforms, picks ad accounts, invites everyone else, manages billing, and sees every screen.

Manager

Your staff. Can manage ads on the specific ad accounts the Owner assigns to them. Can’t invite others, can’t see billing, can’t disconnect platforms.

Client

Your end-customers. Read-only access to the ad accounts they’re assigned to. Per-client toggle hides spend/cost figures if you don’t want them visible. Can’t see other clients or team members.

Reports & digests

Four ways to get the data out and in front of clients.

  • On-demand PDF & Excel

    Hit "Report" on the Dashboard. Pick the KPIs and the date range. The PDF is branded with your logo and colours and ready to forward to a client. Excel is a complete data dump for spreadsheet workflows.

  • Automated email digests

    Turn on daily, weekly, or monthly digests per ad account from Settings → Notifications. Each email summarises spend, results, and trends, which keeps clients in the loop without lifting a finger.

  • Shareable links

    Generate a public, read-only link to a single report, which is handy when a client wants to forward it to their team without giving them a login. Set an expiry (up to 90 days) and revoke any time.

  • 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.

  • 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, login page, client portal, PDF/Excel reports, and email digests.

  • Hide the DashOps footer (Scale plan and up)

    Toggle off the "Powered by DashOps" line so clients see only your brand.

  • 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.

  • 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). Traffic is TLS 1.3. Sign-in uses short-lived JWTs with rotating refresh tokens, brute-force lockout, and optional two-factor authentication. Every meaningful action (invites, permission changes, deletes) lands in an immutable audit log you can view from inside 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? Email us at support@dashops.io and we’ll reply, usually within a few hours. We read every message. Feature requests and bug reports both very welcome.

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