Everyone who uses Microsoft Advertising is assigned a user role, which gives permissions to perform specific account functions. The person who signs up for the account is given the role of Super Admin, which gives them full permissions, including inviting and deleting other users. If you have more than one person accessing a Microsoft Advertising account, you'll want to know how to invite users and what role to give them.
Microsoft Advertising user roles are Super Admin, Standard User, Advertiser Campaign Manager, and Viewer.
Here are the roles in a nutshell:
Standard Users can now manage some users in the accounts they have access to. A Standard User can add or remove other Standard Users, Advertiser Campaign Managers, and Viewers. This new capability allows Standard Users to also view all the users in the Users tab. However, Standard Users cannot add or delete a Super Admin, nor can they edit a Super Admin's role.
|Super Admin||Standard User||Advertiser Campaign Manager||Viewer|
|View Accounts and Payment Methods tabs|
|View Billing tab*****|
|Serve as Primary Contact|
|Manage account details|
|Adjust billing threshold*|
|Create, edit, approve, or cancel insertion orders***|
|Redeem a promotional offer*||**|
|Pay account balance*||**|
|Add funds to a prepay account*||**|
|Set a payment method as primary*||**|
|Set up auto-recharge*||**|
|Remove account hold*||**|
|Switch payment setting (prepay to postpay or vice versa)*||**|
|Give access to, edit, and delete users||****|
|Add, edit, or delete payment methods*|
|Link and unlink from client accounts (as an agency)|
|Accept or decline link requests (as a client)|
*Managing payment methods (including the redemption of promotional offers) can only be performed by the bill-to customer.
**A Standard User can only complete this task if there is a valid payment method available.
***As a Super Admin or Standard User on a client's account, an agency can also create and manage insertion orders on behalf of a client even if the agency is not the bill-to customer.
****A Standard User can only add or remove Standard Users, Advertiser Campaign Managers, and Viewers to the accounts they have access to. A Standard User cannot add or remove a Super Admin.
*****If an account owner is the bill-to customer, then the account owner and any managing customers on a Microsoft Advertising account can see billing documents. However, if a managing customer takes over billing, then only the account owner and the managing customer responsible for payments can see billing documents; Any other managing customers won't be able to see billing documents.
Only Super Admins can manage users in a Microsoft Advertising account. If you do not see the Users tab on the Accounts & Billing page, you are not a Super Admin. Most accounts can have as many as 15 users per account.
A best practice for user management is to ensure that each person signs in to Microsoft Advertising with their own user name and password. Having separate user accounts is more secure and also has the benefit of letting you use change history to review changes made by each user. For more information, see Best practices to help protect your Microsoft Advertising account.
Shortly after you invite a new user, they will receive an account activation email with instructions on signing in to Microsoft Advertising. Only those with Super Admin and Standard User roles can perform this task.
The email address you enter when you invite a new user is just for sending the invitation. The new user can sign in to Microsoft Advertising using a different email address.
The Primary Contact is the main contact for the account and will receive service communications and critical notifications (for example, campaign paused, prepay account balance low, and credit card expiration date approaching). Only Super Admins and Standard Users can be set as a Primary Contact.
You can set one Primary Contact for multiple accounts by using bulk edit. This ability comes in handy if there are changes with personnel or account management.
Don’t forget to delete old users from your account. This prevents unauthorized people from accessing or changing your campaigns. Only those with Super Admin and Standard User roles can perform this task.
Before removing a Primary Contact from an account, you must designate a new Primary Contact for that account.
If you want an agency to manage your account, we recommend that you set up a formal relationship with your agency in Microsoft Advertising, rather than creating a new user. Read more about agency-client relationships.