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Management tools

Tools to decide who can see, change and approve what in your advertising.

Management tools cover the people side of the platform: inviting team members with the right roles, approving changes before they go live, setting alerts, sharing reports and knowing which support your plan includes.

What is included.

01

Users and roles

Invite colleagues, freelancers or an agency and give each person the access they need, from viewing reports to changing campaigns.

02

Approvals

Ask for a review before selected changes, such as larger budget moves or new campaigns, are applied to your ad accounts.

03

Alerts

Get notified when spend runs ahead of plan, a campaign stops delivering or a connection needs re-authorizing.

04

Shareable reports

Prepare reports on the figures that matter to you and share them with partners, investors or your team.

How it works

How management tools work

As soon as more than one person touches your advertising, you need clear rules about who does what. In Novaris, the account owner invites users and gives each one a role. Some people only need to read reports, others manage campaigns and creative day to day, and a few should be able to change budgets, rules and connected accounts. Roles can be changed or removed whenever your team changes.

Approvals add a check before money moves. You decide which kinds of change need a second look, for example a budget increase above an amount you choose, a new campaign or a change to an automation rule. The change waits until someone with the right role approves it, and the history shows who requested and who approved each one. Changes below your thresholds go through without waiting.

Alerts and reports keep people informed without everyone logging in all day. Alerts can flag spend against your plan, campaigns that stop delivering, disapproved ads or expired connections. Reports pull the dashboard figures into a view you can share, so an owner, partner or accountant sees the same numbers as the team running the ads. You decide who receives each alert and each report.

Support depends on your plan. Starter includes email support, Growth includes priority support, and Scale includes a dedicated manager and 24/7 support. Whatever the plan, your ad accounts remain yours, and the ad platforms keep their own rules on who can access them and what is allowed. If you are unsure which plan fits your team, we go through it with you on the onboarding call before you commit.

Why it matters

Why team controls matter

01

Fewer costly mistakes

An approval step catches a misplaced zero in a budget before it reaches the ad platform.

02

Clear responsibility

Each change shows who made or approved it, which makes reviews and handovers easier.

03

Safe access for outsiders

Freelancers and agencies get what they need without full control of your accounts.

04

Everyone sees the same numbers

Shared reports avoid arguments over which spreadsheet is right.

05

Faster reaction to problems

Alerts reach the right person when something needs attention.

Before you start

What to decide first

A few decisions upfront make roles and approvals simple to set up.

  • Who owns the accountThe person or company that controls billing, connections and final access.
  • Who needs accessA list of team members, freelancers and agencies, and what each one should do.
  • Which changes need approvalFor example budget increases above an amount you set, new campaigns or rule changes. These thresholds are yours to choose.
  • Who approvesOne or more people able to review requests quickly, so campaigns are not left waiting.
  • Who receives alertsThe people who should hear about spend, delivery and connection issues.
  • Who reads reportsOwners, partners or advisers who need regular figures, and how often.
The process

Setting up your team

  1. 1
    Day 1

    Agree roles

    During onboarding we go through who needs access and at what level.

  2. 2
    Days 1 to 2

    Invite users

    The account owner sends invitations and assigns roles.

  3. 3
    Days 2 to 3

    Set approvals and alerts

    You choose which changes need approval and who receives each alert.

  4. 4
    Usually within the first week

    First shared report

    You set up a report on the figures your team or partners follow.

  5. 5
    Ongoing

    Review access

    Remove access when someone leaves and adjust roles as the team changes.

Comparison

Support and scale by plan

StarterGrowthScale
Monthly price$99$299$799
Active campaignsUp to 10Up to 50Unlimited
AnalyticsBasic analyticsAdvanced analyticsAdvanced analytics
AutomationsNot includedAutomationsCustom automations
SupportEmail supportPriority supportDedicated manager and 24/7 support

Prices are in USD per month, cancel anytime. Ad spend is paid directly to the ad platforms and is never included in the plan price.

Over time

Keeping team access tidy

Access tends to grow and rarely shrinks on its own. Review your user list regularly and remove people who no longer work on the account, including former freelancers and agencies. Do the same inside each ad platform, since their access is managed separately.

Revisit approval thresholds as your budgets change. A limit that made sense at a small budget may slow the team down later, while a growing account may need more checks, not fewer.

If you move to a different plan, your support level changes with it. We tell you who to contact and how, so questions reach the right person.

Avoid these

Common team management mistakes

Everyone as an admin

Giving full access to everyone removes the point of roles. Match access to each person's job.

Approvals nobody answers

Requests left waiting stall campaigns. Name approvers who will respond quickly.

Forgetting to remove access

Former team members with access are a risk. Remove them in Novaris and in each ad platform.

Too many alerts

If every alert goes to everyone, people stop reading them. Send each one to the person who acts on it.

Management tools help organize your team but do not guarantee results. Ad platforms control access to their own accounts and can restrict them under their policies.

FAQ

Questions about management tools

Can I invite my agency or a freelancer?

Yes. Invite them as users and give them a role that matches the work they do.

Who can approve changes?

The users you choose. You decide which changes need approval and who can give it.

Do approvals apply to changes made inside the ad platforms?

No. Approvals apply to changes made through Novaris. Access inside Meta, TikTok or Google is managed in those platforms.

Can I share reports with people who do not use the platform?

Yes. Reports are meant to be shared with partners, investors or advisers who need the figures.

What support does each plan include?

Email support on Starter, priority support on Growth, and a dedicated manager with 24/7 support on Scale.

What happens when someone leaves the team?

Remove their access in Novaris settings, and also in each ad platform where they had access.

Related pages

General information, last reviewed in November 2026. Features depend on your plan; results are not guaranteed and depend on your products, market, budget and ad accounts. Ad platforms set their own policies.

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