Step-by-step guide
Last updated: August 2026
Have these ready — it's what onboarding stalls on:
Grant the minimum the work needs. On Microsoft Ads, the levels are:
| Access level / role | What it can do |
|---|---|
| Super Admin | Full control including users and billing. |
| Standard | Manage campaigns; limited account settings. Usual agency level. |
| Viewer | View-only access. |
| Manager account link | Link the agency's manager account to yours (agency model). |
A few minutes to send the request; the agency accepts. Email invitations can take longer if they sit unread.
Open Account settings → Users / Manager accounts and grant the access — a few minutes.
Accept and confirm from their side, then start work.
Access is granted when:
The most common problems and how to fix them:
Microsoft sends an email invite that can be missed. Ask the agency to check and accept, or resend.
Only Super Admins can manage users. Ask a Super Admin to grant access.
Microsoft links accounts or invites users through its own access process — no password shared. You keep ownership and can unlink or remove anytime.
Everything above is why agencies switch to a single link. HandItSafe requests exactly this Microsoft Ads access for you — the client approves through Microsoft Ads's official process in about three minutes, no password shared, and keeps a panel to remove it anytime. When the engagement ends, removing access is one tap with a full log.
FAQ
No. Microsoft Advertising links accounts through its own access process; you keep ownership.
Manually, days waiting on invitations. With one link, minutes.
Yes, from Account settings. HandItSafe adds a one-tap client remove.
Manager account linking suits agencies managing many clients; a user invite grants one person. Both avoid password sharing.
Standard to manage campaigns; Super Admin only if they must manage users and billing.
Keep reading
HandItSafe requests exactly this access in one link. No passwords. Your client keeps a panel to remove it anytime.