This topic provides guidance for ad agencies and for advertisers who work with ad agencies in Microsoft Advertising.
You may already have multi-user access if you work for an ad agency that manages other people's Microsoft Advertising accounts. Multi-user access allows a person to use just one user name to access multiple accounts owned by others. For example, an ad agency executive can use one set of credentials to sign in and work in multiple accounts owned by a variety of clients.
The benefits of multi-user access are twofold. First, multi-user access gives advertisers or ad agencies the flexibility to invite others to their account while keeping ultimate control on day-to-day account management. Second, invitees are able to keep one user name to sign in to Microsoft Advertising, regardless of how many accounts they have access to. This setup allows a client to directly manage a Microsoft Advertising account and grant access to other existing users of Microsoft Advertising.
Previously, some people may have used multi-user access to gain visibility into separate and distinct accounts that are organized under different manager accounts. If an agency or a large business inherited a Microsoft Advertising account (say, due to a merger), there was no way to consolidate two separate manager accounts into one parent manager account—until now.
Now, it's possible to consolidate separate manager accounts by linking them and establishing a parent-child hierarchy. There are clear benefits to account management via hierarchies, which allow you to:
As a reminder, multi-user access only pertains to a user name and the accounts you have access to using a single set of credentials. When multi-user access is created, separate accounts stay separate even as you're able to access both with one user name. But when you establish a hierarchy, you're fundamentally changing the account structure, which impacts what you're able to do.
Rolling back access
Depending on your needs, it's possible to have both a hierarchy and multi-user access. The two features won't conflict. If you do have both, you'll be prompted upon sign in to select the account you want to see: your hierarchy or your partner's account.
To merge two separate manager accounts into one hierarchy, you'll need to join the accounts through account linking. Here are the high-level steps to create a hierarchy: