Which Features Does the BidX Agency Solution Provide for Agencies?
With the BidX Agency Solution, you can centrally manage multiple client advertisers and assign tailored access rights to your team. These features are designed to make your daily agency work easier and more efficient.
Table of Contents
Overview
The Agency features combine everything you need as an agency to manage your clients. You can oversee multiple advertisers from one central interface, assign various roles and permissions, connect or assign Amazon profiles, switch user contexts with just a few clicks, and create detailed multi-advertiser reports. The Agency Dashboard gives you a clear, consolidated view of your clients’ key metrics and trends.
Accessing the Function
Most Agency functions are available from the main menu under Manage Advertisers.
Agency Features
Below is a detailed overview of all key Agency features.
- Advertiser Management (List & Actions): The “Manage Advertisers” page displays all existing advertisers in a list. Here, you can create new client accounts, search for specific accounts, or edit and delete users. The Connections column shows at a glance which advertisers are already linked to Amazon. By clicking the Amazon badge, you can go directly to account settings to manage these connections. The Actions column lets you log in to a client account (switch context), edit, or delete accounts as needed. Depending on enabled features, such as Share of Voice (SoV), additional columns may become visible.
- Create New Account: By selecting Create New Account, you open a form where you can enter details such as Account Type (Administrator, Account Manager, Advertiser), Email Address, Password, and optionally, brand and access rights. You can define which advertisers an Account Manager can manage, whether access is filtered by Campaign or Portfolio, and specify permissions for sections such as Dashboards, Management, and Discover. These settings allow you to use either standardized or customized permissions for each user.
- Edit Advertiser: To edit an advertiser, click Edit in the relevant row. Here you can change role types, update access rights and brands, or manage Amazon profiles. You can also assign SoV credits to advertisers (if enabled) and control data availability for countries and markets. The profile management section lets you adjust Amazon account assignments to customize data access.
- Roles & Permissions Overview: Roles are structured as Administrator (full agency control), Account Manager (access to selected advertisers), and Advertiser (access to a single client account). With the Permission type, you can choose Full Access or Custom. Custom permissions allow you to specify which areas – Dashboards, Management, or Discover – can be edited or just viewed.
- Amazon Connection & Account Settings: In the advertiser overview, the Amazon badge shows whether an account is connected. If not, you will be prompted to connect it in Account Settings, where you also manage marketplace assignments and other account details.
- Share of Voice (SoV) Credits: If Share of Voice is enabled for your agency, you can assign credits to individual advertisers. The SoV column displays the current credit balance for each account and allows easy adjustments as long as your agency-wide balance permits.
- Switch Account: The Switch Advertiser option in the user menu lets you quickly jump between different subaccounts without logging in and out. Account managers see the advertisers assigned to them; administrators see all accounts. This makes it easy to navigate and manage different client profiles.
- Agency Dashboard: The Agency Dashboard allows you to create reports and analyses across multiple advertisers. You can compare core metrics, spot trends, and use aggregated data to optimize your agency’s performance. You can build dashboards to compare client performance or view total KPIs for all managed clients.
Limitations & Special Notes
- Note that the Manage Advertisers page is only visible to administrators by default.
- Access to specific pages and functions depends on the custom permissions you grant.
- Without an active Amazon connection, data and marketplaces are only partially available for each advertiser.
Tips & Best Practices
- Assign clear roles and responsibilities in user management – ideally, keep administrator access limited to a few people.
- Use Account Manager roles to spread day-to-day management tasks across several team members and give direct advertiser access to clients as needed.
- Keep client account connections to Amazon up to date and regularly maintain marketplace assignments so you always have access to relevant data.