How do I give someone access to my Microsoft Advertising account?

How do I give someone access to my Microsoft Advertising account?

Everyone who uses Microsoft Advertising is assigned a user role, which gives them permissions to perform specific account functions. Learn about user roles and how to add (invite) or remove users. Give someone access to your account

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.

About user roles

Microsoft Advertising user roles are Super Admin, Standard User, Advertiser Campaign Manager, and Viewer.

Here are the roles in a nutshell:

  • Super Admin. This role has full permissions for all accounts. A Super Admin can manage everything related to billing and payments, account details, and other users (including other Super Admins). The Super Admin can specify which accounts other users have access to. When signing up as a new customer, the first user is the Super Admin. Super Admins can also be set as the Primary Contact to an account.
  • Standard User. This role has permissions to manage campaigns and perform some billing activities on selected accounts. This role cannot add, edit, or delete payment methods; create or delete accounts; or link to or unlink from clients. Standard Users can also be set as the Primary Contact to an account.
Note

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.

  • Advertiser Campaign Manager. This role has permissions to view selected accounts and add, edit, or delete campaigns within the selected accounts. The Super Admin can specify which accounts the Advertiser Campaign Manager has access to. The Advertiser Campaign Manager can view payment methods, but cannot manage any billing or payment tasks.
  • Viewer. This role has read-only permissions.
View the roles in more detail expando image

Creating and managing campaigns

Super Admin Standard User Advertiser Campaign Manager Viewer
View campaigns green check mark green check mark green check mark green check mark
Run reports green check mark green check mark green check mark green check mark
Manage campaigns green check mark green check mark green check mark

Billing and payments

Super Admin Standard User Advertiser Campaign Manager Viewer
View Payment Methods green check mark green check mark green check mark green check mark
View Billing page**** green check mark green check mark green check mark green check mark
Adjust billing threshold* green check mark green check mark
Create, edit, approve, or cancel insertion orders*** green check mark green check mark
Redeem a promotional offer* green check mark green check mark**
Pay account balance* green check mark green check mark**
Add funds to a prepay account* green check mark green check mark**
Set a payment method as primary* green check mark green check mark**
Set up auto-recharge* green check mark green check mark**
Remove account hold due to payment issue* green check mark green check mark**
Switch payment setting (prepay to postpay or vice versa)* green check mark green check mark**
Add, edit, or delete payment methods* green check mark
Note

*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.

****If an account owner is the bill-to customer, then the account owner and any direct managers on a Microsoft Advertising account can see billing documents. However, if a direct manager takes over billing, then only the account owner and the direct manager responsible for payments can see billing documents; Any other direct managers won't be able to see billing documents.

Managing accounts, including hierarchies

Super Admin Standard User Advertiser Campaign Manager Viewer
View Accounts page green check mark green check mark green check mark green check mark
Manage account details green check mark green check mark
Approve and reject requests to link a manager account to an ad account green check mark green check mark
Approve and reject requests to link a manager account to another manager account green check mark
Send, approve, and reject requests to link to manager accounts and to link to ad accounts (including billing takeover) green check mark
Send, approve, and reject requests to unlink manager accounts and to unlink ad accounts (including billing takeover) green check mark
Manage addresses green check mark

User and access management

Super Admin Standard User Advertiser Campaign Manager Viewer
Serve as Primary Contact green check mark green check mark
Give access to, edit, and delete users green check mark green check mark*
Note

*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.

About managing users

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.


Note

We're redesigning Microsoft Advertising, so the steps to complete a task may be different based on the version you're using. Learn more about the redesign and which version you're using.

Invite a new userexpando image

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 invite new users.

  1. Click the gear icon gear icon, and then click Account access.
  2. From the page menu on the left, click User Management.
  3. On the User Management page, click Invite user.
  4. Enter information about the new user and their account role.
  5. Click Send.
Note

The email address you enter to invite a new user is just for sending the invitation. The new user can sign in to Microsoft Advertising using a different email address.

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.

  1. Click the gear icon gear icon, and then click Accounts & Billing.
  2. In the left pane, click User Management.
  3. On the User Management page, click Invite user.
  4. Enter information about the new user and their account role.
  5. Click Send.
Note

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.

Change a Primary Contactexpando image

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.

  1. Click Accounts.
  2. Click Management.
  3. Click Accounts settings from the Actions column.
  4. From Account Settings, click the pencil icon pencil icon.
  5. Next to the Primary contact list, select a user.

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.

If you have one account

  1. Click the gear icon gear icon, and then click Accounts & Billing.
  2. In the left pane, click User Management.
  3. Find the tile of the person you want, and to be the Primary Contact for the account, click Set as primary.

If you have multiple accounts

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.

  1. Click the gear icon gear icon, and then click Accounts & Billing.
  2. Use the check boxes in the grid to select the accounts you want to update.
  3. Click Edit, and then click Primary contact.
  4. You'll see list of available users that you can designate as Primary Contact for your selected accounts. Choose one, and click Save.
Remove a userexpando image

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.

Note

Before removing a Primary Contact from an account, you must designate a new Primary Contact for that account.

  1. Click the gear icon gear icon, and then click Account access.
  2. In the left pane, click User Management.
  3. On the User Management page, find the tile of the person you want to remove, and click delete.

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.

  1. Click the gear icon gear icon, and then click Accounts & Billing.
  2. Click the Users tab.
  3. Next to the name of the person you want to remove, click Delete.
Note

Before removing a Primary Contact from an account, you must designate a new Primary Contact for that account.

What if you want an agency to manage your 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.

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