Microsoft Advertising Add User Access

Prerequisites

• Admin or Super Admin access to the Microsoft Advertising account
• User's email address (must be associated with a Microsoft account)
• Determined appropriate access level for the user
• Manager approval for access request (recommended)

Add User via Microsoft Advertising Interface

Step 1: Navigate to User Management

1. Sign in to Microsoft Advertising
2. Click your account name in the top right
3. Select Accounts & Billing from dropdown menu
4. Click User management in the left sidebar

Alternative Path:

1. Click Tools icon (gear) in top menu
2. Under "Accounts," select User management

Step 2: Initiate User Invitation

1. Click Invite user button (usually in top right)
2. A modal/form will appear for user details

Step 3: Enter User Information

Email Address:

• Enter the user's email address
• Must be associated with a Microsoft account
• Can be:
  • Microsoft email (@outlook.com, @hotmail.com, @live.com)
  • Work email linked to Microsoft account
  • Any email converted to Microsoft account

First Name and Last Name (optional):

• Helps identify user in interface
• Appears in change history logs

Step 4: Select Access Level

Choose appropriate permission level:

Super Admin:

• Full account control including billing
• Can add/remove users
• Select for: Account owners, finance managers

Advertiser Campaign Manager:

• Campaign and budget management
• Cannot change billing or add users
• Select for: Campaign managers, agency leads

Standard User:

• Edit campaigns, keywords, and ads
• Cannot manage budgets or billing
• Select for: PPC specialists, day-to-day managers

Read Only (Viewer):

• View-only access to campaigns and reports
• Cannot make any changes
• Select for: Executives, analysts, clients

Step 5: Select Accounts (if applicable)

If you manage multiple accounts:

1. All accounts: User gets access to all current and future accounts
2. Selected accounts: Choose specific accounts from list

Best Practice: Select specific accounts for clarity and security.

Step 6: Send Invitation

1. Review user details:
   • Email address correct
   • Access level appropriate
   • Accounts selected (if applicable)
2. Click Send invitation
3. Confirmation message appears
4. User receives email invitation

Step 7: User Acceptance

User receives email:

• Subject: "You've been invited to Microsoft Advertising"
• From: Microsoft Advertising (no-reply@microsoft.com)
• Contains Accept invitation link

User clicks link:

1. Redirected to Microsoft sign-in page
2. Signs in with Microsoft account
3. Reviews access details
4. Clicks Accept
5. Gains immediate access to account

Important: Invitation expires after 30 days. Resend if needed.

Verification Checklist

After adding a user, verify:

• User received invitation email (check spam folder)
• User accepted invitation successfully
• User appears in User management list with correct access level
• User can sign in and view appropriate accounts
• User can perform expected actions (edit campaigns if Standard, etc.)
• User cannot perform restricted actions (billing if not Super Admin)
• Access documented in user management log
• Manager approval documented
• Calendar reminder set for access review (90 days)

Common Issues & Solutions

User Doesn't Receive Invitation Email

Causes & Solutions:

Resend Invitation:

1. Navigate to User management
2. Find user with "Pending" status
3. Click Resend invitation
4. User receives new email

User Cannot Accept Invitation

Common Issues:

Wrong Microsoft Account:

• User may have multiple Microsoft accounts
• Must sign in with the exact email address invitation was sent to
• Try signing out completely and signing in with correct email

Browser Issues:

• Clear browser cache and cookies
• Try incognito/private browsing mode
• Try different browser (Chrome, Edge, Firefox)

Microsoft Account Suspended:

• User's Microsoft account may be suspended or restricted
• User must resolve account issues at account.microsoft.com
• Contact Microsoft support if needed

User Has Access But Cannot See Account

Solutions:

Account Selector:

1. User may need to select account from account switcher
2. Click account name in top left
3. Select correct account from dropdown

Wrong Microsoft Account:

• Verify user signed in with correct email
• Some users have personal + work Microsoft accounts
• Sign out and sign in with correct account

Manager Account Confusion:

• If account is linked to Manager Account, user may need access via Manager Account
• Verify user is accessing through correct path

Delayed Propagation:

• Wait 5-10 minutes for access to propagate
• Refresh browser or try again later

Cannot Invite User (Button Greyed Out)

Causes:

Insufficient Permissions:

• Only Admin and Super Admin can add users
• Verify your own access level
• Request Admin access if needed

Session Expired:

• Sign out and sign back in
• Refresh browser

Account Limit Reached (unlikely):

• Microsoft Advertising typically has no hard user limit
• Contact Microsoft support if you suspect limit

Security Best Practices

Before Adding User

1. Verify Identity: Confirm user's identity via phone call or in-person
2. Verify Email: Ensure email is correct and belongs to user
3. Business Need: Confirm legitimate business reason for access
4. Manager Approval: Obtain written/email approval from user's manager
5. Background Check: For Super Admin access, verify user background

During Addition

1. Minimum Access: Grant lowest permission level necessary
2. Limited Scope: If possible, grant access to specific accounts only
3. Document: Record date, time, approver, and business justification
4. Inform User: Send welcome email with guidelines and expectations

After Addition

1. Monitor Activity: Review user's first actions in change history
2. Training: Provide Microsoft Advertising best practices documentation
3. Schedule Review: Set 30-day and 90-day access review reminders
4. Two-Factor Auth: Encourage (or require) user to enable 2FA

Next Steps

After adding user access:

1. Monitor user activity and adjust permissions if needed
2. Review access regularly to ensure still appropriate
3. Remove access when user leaves or changes roles
4. Document all access changes in audit log
5. Schedule quarterly access reviews