How to share account access on Microsoft Advertising (formerly Bing Ads)?

/ PPC / July 22, 2019 / Comments

If you are looking to share your paid advertising accounts with one of your team members or a potential or freshly contracted PPC specialist but are not quite sure how to do it. Or If you’re worried about the security, Pepper PPC Agency has an easy to understand tutorial. We have already guided through the procedure for Google Ads account access sharing, so now it is time for another highly used PPC platform - Microsoft Advertising (formerly known as Bing Ads).

Step 1: Locate Users section

  • Log into your Microsoft Advertising account.
  • In the top right corner, locate and click on the cog.

Microsoft Advertising account

  • In the drop-down menu, click on Accounts & Billing.

Microsoft advertising accounts and billing

  • Select the account you would like to manage and click on the Users tab.

Microsoft advertising users

Step 2: Invite a user

  • Under Users, tab click on Invite user.
  • Fill the form with the user’s details.

Microsoft Advertising invite user

  • Pay attention to the Account role section to allocate the right level of access.

Microsoft Advertising access levels

Image source

Super Admin role has full access to all accounts and permits managing all users. A Standard User can manage campaigns, manage all users except for Super Admin, and perform some billing activities. Advertiser Campaign Manager can manage selected accounts and modify or delete campaigns. This would typically be the access granted to a PPC manager. The last option is the Viewer, which is read-only permission.

At Pepper, we request Viewer access to be able to audit your campaigns and produce recommendations. To manage accounts, we require standard access.

Microsoft Advertising Viewer access

Step 3: Manage users that have access to your account

  • The Users section is where you can see all users with access to your account and the level of access they have been granted. You can Edit to what extent they can monitor and manage your accounts or disable their access by clicking Delete.

Microsoft Advertising manage users