Microsoft Advertising
GuidedYou accept an invitation, then confirm it.
Your client invites your access email to their account on Microsoft Advertising’s own screen, with our steps beside it: Settings, User management, then Invite user. Microsoft emails the invitation, which expires after 30 days; you accept it, then confirm on your dashboard. Nobody signs in through the link for this.
In preview: sign-up is by invitation, and until Meta and Google approve the app, it works with simulated and test accounts only.
The same steps as a guide your client can read: How to give an agency access to your Microsoft Advertising account
What you can ask for
You pick one level when you create the link. Each is shown with Microsoft’s own name for it.
- ViewViewerSee account information, campaign performance and reports. Cannot change anything.
- StandardCampaignCreate, manage and optimize campaigns. Cannot manage the account, its users or its billing. A new link starts here.
- AdminStandardManage campaigns and account settings, and add or remove users (except users with the Super role). Needs a verified agency.
What you give us once
Access email. The address your clients add where a platform invites people by email. A shared one, like access@youragency.com, keeps working when staff change.
You type it once in Create link. It is saved for your next link, and your client sees it marked as given by you.
What your client needs
The box tells your client before they start: “You need permission to manage users in the Microsoft Advertising account: the Super or the Standard role.”
If the person who opens the link is not that person, the same link works for whoever is.
When it counts as given
Nothing can read Microsoft for you, so your client’s “done” alone never finishes the link. You confirm it on the client’s page once you can see the access, and the dashboard says Confirmed by your team with the date.
Microsoft sends you an invitation. You accept it, then confirm on the client’s page.
The invitation expires 30 days after your client sent it.
Removing the access later
The access is given on Microsoft, so it is removed there. Your client does this:
- Sign in to Microsoft Advertising and go to Settings, then User management.
- Select the agency’s user, select Delete and confirm.
What to check on every platform when an agency leaves is in How to remove an old agency's access to your Meta and Google accounts.
Guides
- How to give an agency access to your Microsoft Advertising account
Send the agency your account number. It sends a link request, and you accept it within 30 days under Tools > All accounts > Accounts Summary > Requests.
Questions
Why is Microsoft’s Standard role the Admin level here?
Because it can add and remove users. Our Standard level is Microsoft’s Campaign role, which manages campaigns but not the account, its users or its billing.
Is the Super role ever asked for?
No. Viewer, Campaign and Standard are the roles a link can ask for.
The invitation email did not arrive. What now?
Your client checks that it went to the right address, and you look in your junk or spam folder. They can send the invitation again.
Checked against
- help.ads.microsoft.com/apex/index/3/en/52037, Microsoft’s help, read
- learn.microsoft.com/en-us/advertising/guides/account-hierarchy-permissions, Microsoft’s developer documentation, read
- learn.microsoft.com/en-us/advertising/customer-management-service/userinvitation, Microsoft’s developer documentation, read