Invite to Manage PPC Accounts Procedure

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Invite to Manage PPC Accounts Procedure

Parent Process: Google Ads Onboarding Process, GLSA Onboarding Process

Last Edited: 2026-06-29 01:32

Description

Step-by-step procedure to request and verify manager link access for existing Google Ads and Google Local Services Ads (LSA) accounts.

Goal

Establish manager-level access under the Online Access agency account to allow configuration, audits, and campaign launches.

Definitions / Prerequisites


Workflow

  1. Log in to Google Ads under the agency oapagepilot manager account.
  2. On the left navigation menu, click Accounts and select Sub-accounts (or Performance tab).
  3. Click the blue + button and select Link existing account.
  4. Input the client's 10-digit Google Ads Customer ID (CID).
  5. Click Send Invitation.

Step 2: Request LSA Account Linking

  1. Log in to the Google Local Services Ads dashboard using the agency profile.
  2. Navigate to Business Verification or Account Access.
  3. Submit a manager link request using the client's LSA account CID.

Step 3: Send Client Accept Instructions

  1. Send an email or Zoho message to the client advising them of the access request.
  2. Instructions:
    • Check the primary business email inbox for an invitation email from Google Ads.
    • Click the acceptance link inside the email.
    • Alternatively, sign in to Google Ads directly, navigate to Tools and Settings > Access and Security, select the Managers tab, and click Accept on the pending request from "Online Access, Inc.".

Step 4: Verify Connection & Hand Off

  1. Refresh the agency MCC dashboard to confirm the status is updated to Active.
  2. Verify that billing and payment profiles are active on the sub-account (do not run ads on accounts with billing errors).
  3. Assign the setup task to the PPC Engineer (Mike) to initiate tracking and campaign design.

QA / Troubleshooting

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