1
Admin setup
primary admin
first-time login
A new tenant admin lands from an invite email, sets a password, signs in, completes the org profile, connects Google + Facebook, and invites the team.
- screen 00 · Email — click
Set your password →
- screen 00a · Set password — click
Set password & sign in
- screen 01 · Login — click
Sign in
- screen 05 · Dashboard — sidebar →
Settings · Org profile (or skip)
- screen 03 · Org profile — click
Save changes
- screen 05 · Dashboard — sidebar →
Connected accounts
- screen 06 · Connected accounts — click
Connect Google Ads
- screen 06a · Google — click
Save & test connection
- screen 06 · Connected accounts — click
Connect Facebook
- screen 06b · Facebook — click
Save & test connection
- screen 06 → 07 · Users & roles — sidebar →
Users & roles
- screen 07 · Users — click
+ Invite user
- screen 07a · Invite modal — click
Send invite · done!
~3 min · 10 screens
2
Set up an ad (create a campaign)
admin
marketing
Run the unified 5-step wizard from the dashboard. Stepper at the top of every step also navigates the wizard.
- screen 05 · Dashboard — click
+ New campaign (top-right)
- screen 09 · Wizard landing — click
Start →
- screen 09s1 · Goal — pick a tile, click
Continue to budget →
- screen 09s2 · Budget — click
Edit schedule → (optional) or Continue to targeting →
- screen 09s2a · Day-parting — click
Save schedule
- screen 09s3 · Targeting — click
Continue to creatives →
- screen 09s4 · Creatives — click
Review all variants → (optional) or Continue to review →
- screen 09s4a · Hero variants — click
Done
- screen 09s5 · Review — click
Submit campaign
- screen 11 · Campaigns list — your new campaign is at the top · done!
~4 min · up to 11 screens
3
See reports
admin
marketing
reporting_admin
Browse aggregated metrics, trigger a heavy report (cache-miss state), then drill into a single campaign's performance.
- screen 12 · Reports — review the aggregated table (top of page)
- Click
90d or Custom in the date picker to fetch a heavy window
- screen 12 · Cache-miss — see the queued-job state, click
← Back to 30-day cached view
- screen 12 · Reports — click
Drill in → on the App install · IN row
- screen 11a · Campaign detail — switch to the Performance tab · done!
~1 min · 3 screens
4
Manage creative recommendations
admin
marketing
Find a campaign with fatiguing creatives and refresh them via the campaign-detail Performance tab.
- screen 11 · Campaigns — click
Drill in → (or View →) on any row
- screen 11a · Campaign detail — scroll to the Creative health card under the Performance section
- Click
Refresh creatives → on the Creatives card
- screen 11b · Edit creative — change the headline / hero, click
Cancel to abort or follow flow 5 to submit · done!
~2 min · 3 screens
5
Create a change request & approve it
marketing requests
admin approves
Marketing edits a campaign field; in Lower roles only approval mode the edit becomes a pending request the admin approves on screen 18. Activity log records both events.
- screen 11 · Campaigns — click
Drill in → on App install · IN
- screen 11a · Campaign detail — scroll to the Creatives card, click
Edit on the row
- screen 11b · Edit creative — make a change, click
Save (route via approval) →
- screen 18 · Pending approvals — find the request, click
Approve (or Reject)
- screen 13a · Activity log — see
change_pending_approval + change_approved rows · done!
~2 min · 5 screens