How Can I Create a New Account in My Agency Structure?

Table of Contents

1. Overview
2. Accessing the Function
3. Step-by-Step Guide
4. Settings & Options
5. Limitations & Special Notes
6. Tips & Best Practices

Overview

With "Manage Advertisers," you can centrally control all accounts within your agency structure. Here, you can create new accounts for clients or team members, assign an appropriate role (such as Administrator, Account Manager, or Advertiser), and define access rights to other accounts and to specific pages like Dashboards, Management, and Discover. This helps you organize complex agency setups and gives you a clear overview of all user permissions.

Accessing the Function

You can access central account management through the User Menu under the menu item Manage Advertisers. Important: This feature is only visible if you are logged in as an Administrator or have equivalent admin rights.

Step-by-Step Guide

Step 1: Open “Manage Advertisers”

Go to Manage Advertisers via the user menu. Here you'll see an overview of all linked accounts, their roles, and permissions.

Step 2: Create a New Account

Click on Create New Account in the view. The form for creating a new account will replace the previous account list, allowing you to focus on entering details. If you see a note that your main account isn't yet connected to an Amazon account, you must first link your ad access in Account Settings. Without this connection, some fields or options will be missing when creating a new account.

Step 3: Choose Account Type

In the Account Type step, select which role the new account should have. The following options are available:

• Administrator: Has full access to "Manage Advertisers" and can switch between all linked accounts. Ideal for agency admins.
• Account Manager: Gets targeted access to a defined selection of other accounts. You assign these accounts via Access to These Advertisers in the next step. Suitable for team leads or account managers.
• Advertiser: Standard user for a single sub-account, without rights to access other advertisers. Typical for client access.

Note: Depending on your selection, additional fields or options will appear later, such as specific filters for advertisers or the choice of advertisers for account managers.

Step 4: Enter Basic Information

Now, enter the Email Address for the new account (the “@” symbol is required) and choose a Password with at least six characters. If any details like the role, email, or password are missing or invalid, the system will display a message and prevent saving until all information is correct. The email you enter does not have to be a real address and is only used for logging in to BidX. All relevant emails for sub-accounts will be sent to the administrator’s email address.

Account Manager-Specific Information (for “Account Manager” only)

If you selected Account Manager, the field Access to These Advertisers will appear. Here you can mark all advertisers that the new account manager should have access to. You can change this selection at any time later on.

Advertiser-Specific Fields (for “Advertiser” only)

If you are adding a new "Advertiser," you also need to specify the Permission Type. The default is Full Access. If you select Custom, you can specify in detail if and how the user can manage, view, or not use specific areas (Dashboards, Management, and Discover).

Step 5: Save

Double-check your entries carefully. Then click Save to create the new account. If the save is successful, the page will reload and the new account will appear in the table. Click Cancel to abort account creation and return to the previous view. If any required information is missing (e.g., role, a valid email address, password, or campaign identifier), saving will be prevented and an appropriate message will be shown.

Settings & Options

• Custom Permissions: With Permission Type > Custom, you can control exactly which sections the user can edit, view only, or not see at all.
• Account Manager Access: Via Access to These Advertisers, you define exactly which accounts an account manager can access.

Limitations & Special Notes

• Access Rights: The Manage Advertisers page is only available to users with administrator rights.
• Roles: An Advertiser always has access only to its own sub-account.

Tips & Best Practices

• Choose the role carefully: Administrator for agency managers, Account Manager for internal management, Advertiser for client sub-accounts.
• Use "Custom" to, for example, give only read access to particularly sensitive areas like Management.
• Regularly check which accounts account managers have access to, especially after team changes or adding new clients.
• If your Amazon connection hasn't been set up, link it in Account Settings at the start so all features and fields are available to you.