Get started: create your account and send your first link

You get set up in three steps: create your account and name your agency, connect Meta or Google, and create a link. Your client then opens the link, signs in, picks their accounts and confirms. Until you have connected an account and created a link, Clients shows a checklist with the next step's button.

Before you start

• One account per person. Colleagues join your agency later by invitation; see your team.
• Sign-up may need an invite code. While the service is in preview, the sign-up page can ask for an Invite code. If it says Sign-ups are closed., new agencies are not being taken right now.
• Real accounts need the platforms' approval. Meta and Google have not approved the app yet, and until they do it works with simulated accounts and test accounts only. A link on simulated accounts says so at the top of your client's box: "Demo link. Facebook and Google are simulated, no real accounts are used."

Step 1: create your account and name your agency

1. On the sign-in page, choose Create an account.
2. Choose Continue with Google and pick your Google account, or Continue with Facebook, or fill in Full name, Work email and Password (at least 10 characters) and choose Create account. If the page asks for an Invite code, type it first: every way needs it.
3. With Google you skip the next step: Google has already confirmed your address. With Facebook you do not: we mail a link to the address on your Facebook account, and Create my account on the page it opens makes the account. Each button is there only once the service has that platform set up.
4. If the page says Check your inbox, open the mail and choose Confirm email address, then choose Confirm email address again on the page that opens. The link works once, for 24 hours. If the service does not send mail yet, you are signed in at once and skip this step.
5. On Name your agency, type the Agency name. Your clients see this name when they open your link. Choose Continue.

If the short name made from your agency name is already taken, a Handle field appears. Type another short name without spaces and choose Continue again.

Step 2: connect Meta or Google

Open Connections in the top bar. Sign in with Facebook and choose the Business Manager that receives your clients' Meta access, or sign in with Google and choose your Google Ads manager account. Only the agency's owner can do this. The steps are in connect Meta and Google.

Step 3: create your first link

Choose Create link, switch on what you need from the client, check who receives it, and choose Create link. Copy the link and send it to your client yourself. The details are in create a link.

When it worked

The checklist box on Clients is gone once a business is connected and a link exists. Clients then shows one box per client with its status, starting at Not opened. To see what your client will see, read what your client sees.

Signing in with Google

Continue with Google on the sign-in page signs you in with the Google account you used before, even if its address has changed since.

• You already have an account with a password. If your address is a Gmail address or belongs to your company's Google Workspace, and the service sends mail, the first Continue with Google connects Google to the account and tells the account's address so. If it is another address, or the service does not send mail yet, sign in with your password once and connect Google under Settings > Your account > Google > Connect: Google cannot vouch for an address it does not host, and without mail nobody has confirmed that the account's address is yours.
• Your account was made with Google. It has no password. Settings > Your account > Password > Set a password adds one. Setting a password, changing your address and deleting your account each ask you to Continue with Google first; that is good for 15 minutes. Google can be disconnected once the account has a password.
• Google says the address is not verified. Verify it with Google, or use an email address and a password.

Signing in with Facebook

Continue with Facebook stands under Continue with Google. Once your Facebook account is connected to your account, it signs you in straight away, even if Facebook no longer gives an address.

• The first time, we check the address by mail. Facebook does not tell us whether the address on your profile is confirmed, so a new account is made only when you open the link we mail to it (Check your inbox, then Create my account). The link works once, for 24 hours. If the service does not send mail yet, a new account cannot be made with Facebook: create one with an email address and a password, then connect Facebook.
• You already have an account. Facebook is never connected on its address alone. Sign in as usual and connect it under Settings > Your account > Facebook > Connect, which asks for your password. If you choose Continue with Facebook first, the page says Check your inbox, and the mail tells you the address already has an account and how to connect Facebook.
• Facebook gives no address (a profile made with a phone number): sign in or create an account with an email address, then connect Facebook in Settings. A connected Facebook account signs in without an address.
• Your account was made with Facebook. It has no password. Setting a password, changing your address and deleting your account each ask you to Continue with Facebook first, where Facebook asks for your Facebook password again; that is good for 15 minutes.
• You removed the app on Facebook, or asked Facebook to delete your data with us: Facebook no longer signs you in to your account, and you connect it again from Settings. Your account itself stays.

If it did not work

If the confirmation link says This link no longer works, sign in with the address and password you signed up with: while the address is unconfirmed, a sign-in attempt sends a new link, no more than once every ten minutes.