Lisa Osse - MSFT
Posted on 03/14/14

Do you have multiple people signing in to the same account? Do you need to change the Microsoft account that you sign in to Bing Ads with? If the answer is “yes” to either of these questions, you should know about inviting users to a Bing Ads account, because this process will help you manage your account with greater security and control.

Multiple users signing in to the same Bing Ads account

A best practice for companies or agencies that have multiple employees using a Bing Ads account is to have each person sign in with a separate Microsoft account. Having separate user accounts:

  • Is more secure since there is no single user name and password that is shared among a group of people
  • Is easier to manage as employees come and go, particularly if the person who originally set up the account leaves the company or agency.
  • Let’s you define user roles that limit the types of changes each user can make (for example, only a Super Admin can delete an account)
  • Let’s you take advantage of change history to see who is making changes to the account, what those changes are, and when they were made.

The person who invites other users needs to have Super Admin permissions and should have already transitioned to signing in with a Microsoft account. To invite users, the Super Admin needs the Microsoft account emails of the employees who will be signing in to Bing Ads. Employees can use one of their existing Microsoft accounts, or they can create a new Microsoft account. Once the Super Admin has the employees’ emails, he or she should follow these instructions:

How to invite usersinvite_user

  1. In Bing Ads, click the Accounts & Billing page.
  2. Click the Users tab.
  3. Click Invite user.
  4. Enter the name and email for a user, and select the language, account role, and the accounts he or she is allowed to access.
  5. Click Send

Employees who have been invited will receive an email with information on signing in. if they don’t receive the email right away, ask them to check their junk mail. They should follow the instructions in the email to sign in for the first time.

Changing the Microsoft account you use to sign in to Bing Ads

With the recent move to signing in to Bing Ads using a Microsoft account, some folks have been asking how to change the Microsoft account that they sign in with. Invite user is the way to do this.

What you’ll do is invite yourself as a new user (using the Microsoft account you want to sign in with moving forward), set that user as the primary user, and then remove the existing user (the Microsoft account you no longer want to sign in with).

How to change which Microsoft account you sign in with

  1. Click the Accounts & Billing page.
  2. Click the Users tab.
  3. Click Invite user.
  4. Enter your information, including the Microsoft account email you want to use moving forward, and select Super Admin as the account role.
  5. Click Send.
  6. After you receive the activation email, return to the Accounts & Billing page. (Check your junk mail if you don’t see the email in your inbox.)
  7. Click the Users tab.
  8. To make the new user the primary user, click Set.
  9. Next to the user with the Microsoft account you no longer want to use, click Delete.

For more information on user roles and how to invite users, see Users: roles and management.

Tags: Account Management, agency
Follow us on Twitter @BingAds | Like us on Facebook | Join us on LinkedIn | Download our thought leadership on SlideShare | View us on YouTube | Subscribe to the Bing Ads Blog