The Settings and Users page shows a variety of different settings that you can modify. You'll find a list of them here below. You can access this page by pressing on the configuration icon at the top right corner of any page on Optmyzr, and selecting "Settings and Users"
Subscription
This section will show you a detail of your total spend (on average of last 30 days), the number of linked accounts, and active automation. You'll see a chart with the plan limits and the rates for exceeded limits.
Subscription details: Information about your subscription and billing cycle.
View Payment History and Invoices: Detailed information about past invoices and payments you've made since you subscribed to Optmyzr.
Change Card: Use it to update your credit card details. It's only visible if your current payment method is a credit card.
Verify Billing and Tax Information: Section to add additional information like tax ID, postal code, billing country, or other information about the company to your invoice.
Add recipient email: add the email of additional team members who should receive receipts. If someone should no longer receive receipts, you'll be able to remove them through this window.
Billing information: Includes information about the subscription limits (accounts you can connect, spend you can have) as well as rates for exceeding the limits (and how much would you be eligible to pay).
Upgrade Your Plan: You can use the Upgrade button to change your plan, billing cycle, or spend tier directly from this page.
Clicking the button opens a dedicated upgrade screen with three panels:
Current Plan: Your plan name, billing cycle, spend tier, trailing 30-day spend, and current plan price, with any overage charges surfaced directly.
Select New Plan: Selectors for plan, billing cycle, and spend tier. Optmyzr pre-selects a spend tier based on your account's actual trailing 30-day spend, then shows the new price, including any applicable discounts.
What You'll Gain: The feature delta unlocked by the upgrade, along with any savings from switching to annual billing or from moving out of overages.
Once you've made your selection, you can review the full cost breakdown before anything is charged, including the prorated amount due today, any proration credit, pending overages, VAT, and other relevant billing details. Payment is taken on the card on file, and the plan change syncs to billing automatically.
Note: The self-upgrade feature does not support downgrading your plan tier, billing cycle, or spend limit. You also cannot use it to cancel your subscription or switch to an identical plan.
For example, you can use the self-upgrade feature to switch from a monthly to an annual billing cycle. To switch from annual to monthly, contact support@optmyzr.com.
You can read more about plan limits and overages here.
You can also read our Subscription and Billing FAQ article here which talks about invoices, overages, payments, and more billing-related queries.
Change Password & Update Profile
This section allows you to change your current password. You'll find the guidelines for a new password, as well as the option of logging out of all active sessions.
The "Update Profile" section allows you to change your display name.
Preferences
Use this section to customize your language, notifications, and other preferences for the tool. You can switch the interface language to Japanese, choose whether to enable or disable notifications, update email preferences, club your alert notifications (emails), see badges earned, etc.
Users
In this section, you can see everyone who has access to your Optmyzr account. You can also invite new team members and choose what each member can do. Each team member logs in with their own email and password.
To add someone to your account, click Invite a new team member.
The page has three tabs: Members, Pending invitations, and Access levels.
Members
This tab lists the account owner and every team member on the account, along with each person’s access level.
The account owner appears at the top with the Account Owner label and always has Admin access.
To change a team member’s access level, pick a new level from the Access level dropdown next to their name. Each member has one access level.
To find a specific member, type their name or email in the search box.
To see more options for a member, click the three-dot menu under Actions.
Pending invitations
This tab lists the invitations that no one has accepted yet. Each invitation shows one of these statuses:
Pending invitations: The invitation is still valid, and the person can still accept it.
Expired: The invitation is no longer valid. The person can’t use it to join the account.
To find a specific invitation, type the email address in the search box. To manage an invitation, click the three-dot menu under Actions.
Access levels
This tab lists every access level on your account. For each level, it shows what the level is for and which members use it.
Optmyzr includes five built-in access levels:
Access level | What members can do |
Read only | View insights and optimization suggestions, and view and export reports. They can't make any changes. |
Standard | Everything in Read only, plus create, change, and remove entities in ad accounts (such as campaigns, keywords, bids, and budgets). They can also raise change requests and create or change templates and strategies. |
Advanced | Everything except adding, removing, or changing admins. |
Admin | Everything, including managing admins. |
Billing | View billing data and update the billing profile and card details. They can't see or change anything else. |
Note: We also have Custom levels that have the Custom access level label under their name. This feature is available on request. Contact support@optmyzr.com to get access.
To see exactly what a level includes, click the three-dot menu under Actions and select View permissions. A panel opens with the level’s name, description, and permissions.
The panel groups the permissions by area:
View insights & optimizations: View insights and optimization suggestions; view and export reports.
Make changes to ad accounts: Create, change, and remove entities, such as campaigns, keywords, ads, bids, budgets, and targeting.
Change requests & policies: Raise change requests; review and approve change requests from other team members; add or change policies; override policy violations.
Optmyzr configurations: Set up or change alerts; set up or change automations (Rule Engine, Blueprints, Budget Automation, and Shopping); create or change templates and strategies (Rule Engine strategies, and report and campaign templates).
User management: Add, remove, or change users; add, remove, or change admins.
Link / unlink accounts: Connect or remove logins; add or remove ad accounts.
Billing: View billing data; edit the billing profile and card details.
The panel lists everything the level includes at the top. Everything the level doesn’t include appears under Not part of this access level.
Note: Access levels apply to all tools, Sidekick, and MCP. However, raising a change request and approving one are separate permissions. For example, the Standard level can raise change requests but can’t approve them.
To learn more about managing team members, read this help article.
User Roles
This section shows the User Roles assigned to team members for Blueprint tasks. These roles help define who is responsible for specific tasks within Blueprint workflows. You can filter by account, role, or team member, and edit roles individually or in bulk.
User Roles are currently used only for Blueprint task assignments.
They do not control user permissions, access levels, or what users can see or do in Optmyzr.
Slack Integration
In this section, you can connect your user's email account to receive the alerts generated for your accounts directly in Slack.
You can read more about how this works and how to connect your account here.
Zapier Integration
This section allows you to get the Zapier Access Key required to connect your account with Zapier. Please note that for security reasons, only the account owner can generate this key and share it with their team.
You can read more on how to set it up here.
MCP Integration
In this section, you can connect Optmyzr to AI assistants using the Model Context Protocol (MCP). This allows the assistants to securely access your account data and take actions on your behalf with your approval.
Under Fastest, you’ll find two options: Optmyzr for Claude and Optmyzr for ChatGPT. The Optmyzr connector is available in the Claude and ChatGPT app directories. You don’t need an API key. Click Connect in Claude or Connect in ChatGPT, add the connector, and sign in with your Optmyzr login.
If you prefer to set up the connection manually, expand Connecting manually instead? to view the step-by-step instructions and the MCP Server URL.
For Claude Code, Copilot Studio, Langdock, Cursor, and other tools that support MCP, expand the Other AI Assistants row.
You can read in detail about Optmyzr Sidekick MCP and its configuration here.
Microsoft Teams Management
This section lets you view and manage the Microsoft Teams integration status of your team. This feature allows you to receive notifications regarding Optmyzr alerts in Microsoft Teams.
You can read more about how this integration works here.
