> ## Documentation Index
> Fetch the complete documentation index at: https://docs.marketer.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Account overview

> Use the gated multi-workspace hub for account-wide performance, billing, users, and MCP access.

**Account overview** is a cross-workspace hub for account Owners and Admins whose account has at least two active workspaces. Ineligible users are returned to the workspace dashboard and do not see the entry.

<Note>
  Account overview does not replace the active-workspace settings. It aggregates or administers the account's workspace set while provider connections, brand policy, and most operational settings remain workspace-scoped.
</Note>

## Open the hub

Open the top-left workspace switcher and select **Account overview**. The account area has five tabs:

| Tab           | What it shows                                                                              |
| ------------- | ------------------------------------------------------------------------------------------ |
| **Overview**  | Cross-workspace performance, needs-attention items, and searchable workspace roster        |
| **Analytics** | Account-wide KPIs, trends, spend by channel, top campaigns, and top creatives              |
| **Billing**   | Account plan or per-workspace plan coverage, payment recovery, and plan actions            |
| **Users**     | The same account membership, invitation, workspace-role, and MCP-seat model as **Members** |
| **MCP**       | Account connection status plus the connected-agent surface                                 |

## Overview tab

Choose the reporting period, then review:

* **Performance** for account-wide spend, ROAS, CPA, and CTR;
* **Needs attention** and **Only needs attention** for workspaces with actionable state; and
* **Workspaces**, including the workspace count and **Search workspaces…**.

Account performance is blended in USD across the account workspace set. Use the workspace row and source platform before reconciling a native-currency value.

If a refresh fails, the page can show **Unable to refresh overview** and continue showing cached data. Treat cached figures as stale until a successful refresh.

## Analytics tab

The account Analytics view aggregates every workspace in the eligible account scope. It includes:

* performance KPIs and trend windows;
* channel trend and insights;
* **Spend by channel**;
* **Top campaigns**; and
* **Top creatives**.

Use the account view to find where to investigate, then open the named workspace for provider-level currency, attribution, sync, and action context.

## Billing tab

Billing has two possible models:

### Account plan

An account-level subscription can fund covered workspaces. The tab shows plan status and coverage by workspace. The account Owner can use **Manage billing in Stripe** for plan lifecycle, payment method, or invoices.

Canceling an account plan can affect every covered workspace. The control is deliberately Owner-only and handled in Stripe.

### Workspace plans

If no account plan exists, the tab shows **Workspace plans**. Each workspace can have **Own plan** or no active plan.

* The account Owner sees **Activate** for an unfunded workspace.
* **Manage plan** switches to that workspace's **Plans & Billing** page.
* Account Admins can inspect the account hub but only the account Owner can activate or change workspace plans from this section.

If an account charge fails, use the displayed payment-recovery action. Confirm recovery on the same Billing tab rather than assuming a portal update has synced.

## Users tab

**Users** reuses the account membership model documented in [Members and roles](/workspace-admin/members-and-roles). Changes here and in **Settings** → **Members** affect the same account people, pending invitations, selected-workspace grants, and MCP seats.

## MCP tab

The account MCP tab adds **Account connection** above the personal connected-agent surface. It shows:

* **Connected** or **Not connected**;
* connection count;
* reachable workspaces;
* effective read-only or read-write posture; and
* last-used information.

Account-level scope changes still cannot exceed the most restrictive role across reachable workspaces. Credential regeneration invalidates the old tokens and shows the replacement tokens once; copy them into the intended client immediately.

## Scope and freshness checklist

* Account name and eligible workspace count
* Reporting period
* USD blended posture versus provider-native currencies
* Cached-data warning absent
* Correct plan model: account-covered or self-billing workspaces
* Correct person and workspace grants before a Users or MCP change

## Next step

Use Account overview to identify the workspace that needs attention, then switch into that workspace before changing integrations, guardrails, notifications, or provider actions.


## Related topics

- [Workspace and admin](/workspace-admin/overview.md)
- [Workspace switching](/workspace-admin/workspace-switching.md)
- [Members and roles](/workspace-admin/members-and-roles.md)
- [Security and troubleshooting](/workspace-admin/security-and-troubleshooting.md)
- [Home and the composer](/working-with-marketer/home-and-composer.md)