Handling multiple advertising accounts efficiently within a single interface
Hi Gaby
Thank you for reaching out to the Microsoft Advertising Community Forum! My name is John, and I will be assisting you with this query.
I get that you cannot send the link request because of an error "We can't send the request link to that account because it isn't available for agency management without reason." Please check below information prior sending the request.
Once you and your client develop an agreement, which might include signing a contract, the recommended process for managing a client's account in Microsoft Advertising looks like this:
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.
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.
To request permission to manage a client's account:
- From the top menu, select Tools > Accounts.
- Select Accounts Summary > Requests.
- Select Link to account.
- Under Linking detail, enter the Account number.
The account number is an 8-digit mix of numbers and letters. - Enter the Start date, which is the date you want to start managing the account.
Even if you select Immediately, you cannot start managing the account until the account owner approves the request. - Add an optional Note, which you can use as a helpful memo to the account owner.
- Select Send request if you don't wish to take over billing.
Otherwise, select I will take over billing for this account. Provide your payment details in the remaining section, and then select Send request. We'll send an email to account owner (as well as any other direct managers), notifying them of the request. The owner has 30 days to accept the request. After 30 days, the request is automatically declined.
For information on the linking process from the client's side, see How to have an agency manage your Microsoft Advertising account.
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. You are also more than welcome to respond to me for assistance.
Thank you,
John Mark | Microsoft Advertising Support Specialist | 800-518-5689