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Clients struggling to share access to their
Microsoft Advertising
accounts? Get the access you need in minutes with a free trial of Leadsie.
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With easy one-link access requests for 13+ platforms your campaigns can go live in minutes, not days. Start free today.
Approved by Meta, Google & Tiktok
Keep access to clients' accounts if you cancel
Secure & 100% GDPR compliant
Google currently has the lion's share of the web browser market, but there's a growing, niche audience that can be found on Bing, LinkedIn, and the Microsoft Audience Network. With a predominantly desktop-focused, B2B audience, more advertisers are starting to turn to Microsoft ads as a smart alternative to potentially lower their CPC.
This article will guide you (with updated screenshots) to:
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Give someone access to Microsoft Ads
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Request for access to manage a Microsoft Ads account [manually]
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Use Leadsie to request access to Microsoft Ads and 13+Â other platforms in a few clicks
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NEW: Leadsie's latest integration with Microsoft Ads helps agencies and brands get access quickly to Microsoft Ads accounts.
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These are the roles you can assign to someone in your Microsoft Advertising account. As a best practice, it is recommended that each person working on the ad account signs in with their own Microsoft account (and not share passwords).Â
Hereâs a summary of the roles and permissions:
Note: The person who created the Microsoft Ads account is automatically given the Super Admin role and full permissions for all accounts.
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Only a Super Admin and a Standard User can invite others to work on the campaigns. To do so, follow this step-by-step guide for giving access to Bing ads (now Microsoft ads).
Step 1: Sign in to your account, hover over 'Settings' on the left menu and select 'User management'.Â
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Step 2: Click 'Invite user'.Â
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Step 3: Enter their information and select a user role and account(s) they can get access to, then click 'Send'.
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Step 4: Â Ask the invitee to check their inbox for an email to accept the invite. They'll be guided to log in or set up an account to join your team.
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If youâre an agency managing ads for a client, the best practice is to link your Microsoft Ads manager account to theirs, instead of being added as a new user or admin.
Begin by ensuring you and your client have both signed up for a Microsoft Advertising account.Â
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Step 1: Ask your client for their Microsoft Advertising account number, because youâll need it to request access.
Step 2: In the left menu bar, select 'Tools' and scroll down to find and click on 'All accounts'.
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Step 3: Select 'Accounts summary' on the left-side menu, and select 'Requests'.
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Step 4: Click 'Link to accounts'.
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Step 5: Enter your clientâs Microsoft Ads account number, which will be an 10-digit mix of numbers and letters. Click 'Next' at the bottom to continue.
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Step 6: Choose a âStart dateâ for managing the account. If you select âImmediatelyâ, youâll begin managing the account as soon as the client accepts your request. Include a note if you wish.
Step 7: If you want to take over billing for the account, youâll need to provide payment details in the remaining section before clicking âSend requestâ. Be aware that If you take over billing, you'll also be responsible for any pending charges on the account once your request is accepted. You can choose to take over billing at any point.
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Look for the account name at the top of the page and click on it. A dropdown with a list of advertising accounts will appear. The ad account ID is beside each account.
The Microsoft Ad manager account ID is 10 digits long, while the ad accounts' numbers within it are usually 1 to 8 digits long.
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Instead of having clients check their accounts and inboxes multiple times, agencies and marketers can send a secure Leadsie link to request for access to multiple social, marketing, and analytics platforms at once.
Step 1:Â Set up a new (or custom) access request link in your Leadsie dashboard, selecting Microsoft Ads to be included.
Step 2: Send your client your Leadsie link.
Step 3: Your client signs into their Microsoft account and can give you access in a few clicks.
Step 4: And that's it, you receive access to their Microsoft Ads account!
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No more waiting for advertiser numbers or sending long instructions đ .
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See how Leadsie helps agencies and brands get access quickly to Microsoft Ads accounts.
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Once an agency requests access to a Microsoft Ads account, the client has 30 days to either accept or reject. An email notification will arrive after the access request is completed, and the request will be automatically declined if thereâs no response within 30 days.
Follow these simple steps to accept or reject the request:Â
1. Select 'Tools' at the top right of the page and scroll down to 'All accounts'.
2. Click 'Accounts summary' on the left-side menu, select 'Requests' and then 'Received'.
3. Choose to either 'Accept request' or 'Decline request'.
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Leadsie is a client onboarding software that simplifies requesting and giving access to marketing assets, social media, and ad accounts with one secure link. Get access to your clients or influencer's Facebook, Instagram, Google, TikTok, Shopify, LinkedIn, and other accounts without sharing passwords or admin access.
For agencies, getting access to client social media and marketing assets can be a total headache and waste of time.
Leadsie automates access management to deliver a fast, secure, and seamless onboarding experienceâ helping you impress clients and showcase professionalism from day one.
đ Try a free 14-day trial on usâno credit card needed!
P.S. It's risk-free and you get to keep the account connections after the trial ends. đ
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Clients struggling to share access to their
Microsoft Advertising
accounts? Get the access you need in minutes with a free trial of Leadsie.
Approved by Meta, Google & Tiktok
Keep access to accounts if you cancel
Secure & 100% GDPR compliant
Delete your onboarding PDF. Cancel the video call. Just send one link, and get hassle-free access to 13+ platforms in minutes. Start free today.
Approved by Meta, Google & Tiktok
Keep access to clients' accounts if you cancel
Secure & 100% GDPR compliant