Help Setting Up An Agency Account

Hello Joe,

Thank you for using our Microsoft Advertising Community Forum! 

I understand that you are from agency side aiming to create a Microsoft Advertising account for linking to your clients' accounts.

Once you and your potential clients reach an agreement, which might include signing a contract, the recommended process for managing a client's account in Microsoft Advertising looks like this:

1. Your agency signs up for Microsoft Advertising
2. Your client signs up for Microsoft Advertising
3. In Microsoft Advertising, you send the client a link request
4. The client accepts the request
5. You start managing their account

When clients accept your request to manage their account, you become a direct manager on the account. You gain the necessary permissions to perform all campaign management tasks on behalf of your client, including setting budgets, creating ads, and updating keyword bids. The client will still have access to view and edit their campaigns. The responsibility for paying the bills (the bill-to customer) can belong to you or can remain with the client.

Detailed steps for creating a Microsoft Account are listed here: Signing up: Create your first Microsoft Advertising account. In the signing up process please make sure to provide your Company name and Business phone. Please confirm your Business location, Currency, Time zone, and Primary use (if you're using the account to promote a business or if you're using an account on behalf of an ad agency).

Request permission to manage a client's account

Before you send the request to your client, there are a few things you should know:

• You will need the client's account number. For instructions on helping your client find their account number, see How to have an agency manage your Microsoft Advertising account.
• If you elect to pay the bills:
  • You assume responsibility for all of the account's advertising charges, including any charges that are in progress when the client approves your linking request.
  • You will need to have a valid payment method on file before you send the request.
  • If you are trying to fund a prepay account and your client is in a country/region with tax requirements, we might be required to deduct tax from the prepay amount. Here are tax requirements for each country/region.
• If your client has a monthly invoice account: You can create and manage insertion orders on your client's behalf even if you are not the bill-to customer. You will need to be a Super Admin or Standard User to do so.

For exact steps and FAQs I highly recommend you review the following help material available:

Managing your clients as an agency on Microsoft Advertising

Linking to an existing account (microsoft.com)

Choosing between a hierarchy or multi-user access (microsoft.com)

Our support teams are happy to discuss your account in more detail via phone, chat or email to provide review assistance, please see our support page to reach out! 

I hope the information provided here will at least partly answer your question. If you have any additional questions please do not hesitate to reach out to our support. I have also sent you a private message asking for further details regarding your query. You are more than welcome to reply to me if you require further clarifications.

Kind regards, 

Vahid | Microsoft Advertising Support Specialist | 800-518-5689