I have been running some new ad campaigns in Google AdWords and would like to allow my boss to see how it’s doing. I don’t, however, want her changing anything. How do I set her up and ensure she’s ‘read only’?
I like how you think, ensuring that your boss has access to the backend of your Google AdWords campaign and yet wanting to set things up so that they can’t just monkey around with the settings, break things, and then complain to you that it’s not working properly. 🙂 Fortunately, Google has you covered and it turns out that there are four different ways you can set up additional account access to your AdWords account.
As with most Google interfaces, however, AdWords takes some poking around to figure out, but no worries, I’ve got ya covered.
I’m going to assume you already have an account all set up (that’s more for the benefit of other people who read this). These instructions are actually generally useful any time you need to add additional access to your account.
To start, log in to your AdWords Dashboard and look on the top right. You’ll see this:
Choose “Account settings”, as you can see I’m doing above.
Then on the left, choose “Account access” as needed:
Immediately to the right you’ll see this helpful info:
I know this is going to be a surprise, but click on “+ USERS” to add a user.
You’ll see this prompt:
As it explains, you need their email address. In the case of your boss, that’ll be easy, I bet you send her twenty messages a day!
I strongly recommend you include their name or a descriptive name so that later when you review settings you’ll know what’s what.
The most important setting is “Access level”. Here are the choices:
From what you’ve described, “Read only access” sounds ideal. If you’re curious about the differences, note the tiny “?” icon adjacent to Access level. Click on it, and you’ll get the scoop on each of the four levels.
Once you’ve picked the access level, entered the proper email address, etc, you can click on “Send invitation” and an email will be sent to her with a link she’ll need to click to verify her identity. Meanwhile, you’ll see this:
Changed your mind before she approved the link? You can axe the invitation if you want by going to pending invitations.
For me, since I’m inviting myself 🙂 it looks like this:
Click on “Actions” and one of ’em is “Revoke”:
That’s all there is to it. Now go and impress your boss with your AdWords expertise!