Getting started

← Help centre · Last reviewed July 2026

After you sign in to your Opteroo workspace, the sidebar lists the main areas of the product. Paths below are the canonical URLs in the app (copy them after your own app hostname, for example https://app.opteroo.com).

Main workspace areas

AreaPathPlan
Dashboard/All plans
Action Inbox/action-inboxAll plans
Activity log/activity-logGrowth
Bidding Grid/bidding-gridAll plans
Demand Moments/demand-momentsGrowth
Automation Rules/automation-rulesGrowth
Reports/reportsGrowth

The Reports hub is /reports (optimisation impact, cross-retailer index, and related reports). Do not confuse it with /report, which is a legacy week CSV export path.

Settings

Open Settings from the sidebar, then choose a section. Typical paths:

SectionPathPlan
Accounts/settings/accountsAll plans
Retail Connectors/settings/integrationsAll plans
Region & Time zone/settings/region-timezoneGrowth
Import files/settings/file-mappingsGrowth

The sidebar label is Retail Connectors; the URL still uses /settings/integrations. Likewise, Import files lives at /settings/file-mappings.

My account

Profile, plan, and billing live under /my-account (usually from the user menu → Details). Tabs include personal details, billing, and plan. If your organisation’s subscription is inactive, the app may limit navigation until billing is resolved - in that situation you can still use My account as directed by the product.

Who sees what

Which Settings links and sidebar items you see can depend on your plan (Essentials vs Growth), workspace configuration, and your role. If you expect a section and do not see it, ask your workspace owner - or compare plans on Pricing and Pricing & billing.

Next: Action Inbox & scheduling →