How do I open a client's store from My Clients?
Client cards do not open a store, so pick it in the store list at the top of the menu, where your access depends on your role.
Pick the store in the store list
The cards on My Clients show each store's numbers and labels, but clicking a card does not open the store, and the page has no button that does.
To work in a client's store, click the store name at the top of the left menu and pick the client's store from the list. Every page then shows that store. How the store list works, also on a phone, is explained in How do I switch between my stores?.
In the list, a store that someone else owns, such as your client's own store, shows Shared unless it is paused. A store you added yourself does not, also after a client has taken over the payment.
What you can do in a client's store
What you can open and change depends on how the store came to you.
| How the store came to you | What you can do |
|---|---|
| You added the store yourself | You are its owner and can use everything, also after a client has taken over the payment. |
| Your client added their own store and paid through your invite link | You are on your client's team with the Store Access role for that store, which starts with only Data Access turned on. If you were already on their team, you keep the role you had. |
| Your client invited you to their team | The role and permissions your client gave you. |
What each role and permission covers is explained in What can team members see and change on the Dashboard and Ads Manager?. Your client can change your role or permissions as described in How do I change a team member's role or permissions, or remove them?.
When a store is on My Clients but not in your store list
My Clients can show a store that you cannot open:
- Every store of a client whose team you are on, even when your role only gives you access to some of their stores.
- A store that support linked to your agency for a client who already paid for TrueROAS.
To open such a store, ask your client to invite you to it: a Store Access invite that includes that store, or an Admin or Team Member invite for all their stores. This also works when you are already on their team. See How do I invite someone to my team?.
Good to know
- You cannot get access to a client's store from My Clients. Only the store list opens a store, and only your client or an admin on their team can give you more access.
- Opening a paused store can start it again. See Why are my newest orders or ad spend not showing yet?.