Accounts use cases

Depending on the team structure and tasks, users can organize their work with the product in different ways. Here are the most popular usage scenarios:

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1. One total score for the whole team

• Description: Owner creates one account that is used by the entire team

• Who Uses: Suitable for small teams (usually 2-3 buyers) where everyone works to a single budget

• Benefits:

  • Easy management of funds

  • Easy control of the entire team's expenses on one account

• Restrictions:

  • It is more difficult to share responsibility for costs

  • More effort is required to analyze each participant's costs

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2. Separate account for each buyer

• Description: Each bayer on the team has an individual account. Owner deposits the total balance and then distributes the funds to the individual accounts

• Who Uses: Suitable for medium to large teams with a large number of buyers

• Benefits:

  • Easily track replenishments and expenditures per bayer

  • Financiers and analysts can easily calculate the efficiency of each team member

  • Transparency of budget allocation

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3. Use of general accounts with segregation by project

• Description: The team creates separate accounts for each project or ad campaign, instead of linking to buyers.

• Who Uses: Подходит для команд, работающих одновременно над несколькими проектами или клиентами.

• Benefits:

  • Easily analyze the costs and efficiency of each project

  • Avoids confusion between projects

• Restrictions:

  • Requires careful planning and customization for each project

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4. Financiers as administrators of accounts

• Description: Finance Officers manage accounts, set them up for buyers and keep track of the budget. Buyers work only with the accounts allocated to them.

• Who Uses: Used in large teams with a separation of roles, where financiers control the budget and buyers only deal with expenses.

• Benefits:

  • Clear division of responsibilities between roles

  • Easy calculation and management of funds

  • Transparency of financial accounting

• Restrictions:

  • Dependence of buyers on financiers for replenishment and distribution of funds

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5. Combined approach

• Description: Owner uses one main account to hold the overall budget and then creates additional accounts for specific purposes (buys, projects, campaigns).

• Who Uses: A flexible option for teams with a mixed structure and different objectives.

• Benefits:

  • Convenient budget allocation

  • Ability to adjust to the needs of the team

• Restrictions:

  • Requires a thoughtful approach to the management and allocation of funds