Granting others Access to your Microsoft Ads
While Microsoft’s advertising solutions are gaining traction, Google Ads remains the predominant force in search engine advertising. Microsoft has renamed its advertising service from Bing Ads to Microsoft Advertising as of 2019 and is striving to increase its advertising revenue from $10 billion annually to $20 billion.
For those overseeing Microsoft Advertising campaigns for clients, understanding the procedures for account access is critical.
Continue reading for a comprehensive guide on managing Microsoft Advertising accounts, demystifying the setup for both you and your clients.
1. How to invite users
Super Admins and Standard Users can extend invitations to others for campaign collaboration. Here’s how:
- Log in, navigate to “Tools,” then “Account Access.”
- Select “Invite user” from the User Management section.
- Enter the invitee’s details and assign a role.
- Click Send, triggering an instructional email from Microsoft.
2. Setting up Agency access (Manager account)
For agencies, linking directly to a client’s Microsoft Advertising account streamlines cooperation. Ensure both parties have registered accounts and exchange Microsoft Advertising account numbers.
Here are the steps to request access:
- Under “Tools,” find “Accounts,” then “Account summary.”
- Click on “Link to accounts.”
- Input the client’s Microsoft Ads account number.
- Set a start date and send the request.
Agencies can opt to manage billing, assuming responsibility for current and future charges upon the client’s approval of the request.
3. Confirm request
Upon receiving an access request, clients have 30 days to respond. Acceptance or rejection is facilitated through the “Accounts” section under “Received” requests.
Modifying or Revoking Access
1. Navigate to Admin
Access the “Admin” section and select “Account Access Management” or “Property Access Management.”
2. Locate User
Find the user whose permissions you wish to adjust or revoke.
3. Remove Access
Click the three dots next to their name and select “Remove access” to revoke permissions.
Adjusting Permissions
1. Follow Same Steps
Navigate to the “Admin” section and select “Account Access Management” or “Property Access Management.”
2. View User Details
Instead of removing access, choose “View user’s account details.”
3. Update Permissions
Select the new role you wish to assign to the user and click “Save.”
Are you an agency? This is how to invite businesses to gain access
It’s quite easy with LinkMyAgency. Just create a link for your customer and send the link. This will make life easy for you and your customer. The only thing the customer has to do is sign-in via the link and you’re connected!
Register for a free trial here.