Campaign Builder Help Center

How to give your Agency Access

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Account & Settings

This guide will walk you through the simple steps to get started with Campaign Builder - from creating your account to give your marketing agency access so they can manage your campaigns.

1. Create Your Campaign Builder Account

Follow these steps to set up your account:

  1. Go to the signup page
    Visit https://app.campaignbuilder.io/auth/create-account
  2. Enter your information
    • Name
    • Email address
    • Password
  1. Verify your email
    Check your inbox for a verification email and click the confirmation link. Please check you spam folder if you have not received an email.

2. Set Up Your Workspace

Once your account is created:

  1. You’ll automatically enter your workspace. This is named "Primary"
  1. This is where you manage all your ads, catalogs, products, and publishing tools.
  1. If needed, you can customize your workspace settings under Settings → General Settings.

3. Give Your Agency access

If you work with an external agency, you can easily give them access to manage your campaigns.

How to give Your Agency access

All agencies with an account on Campaign Builder are assigned a partner account, which includes a unique Partner ID. You’ll need to obtain this ID from your partner. Once you have received it, follow the steps below.

  1. Click your name in left bottom corner. Go to Settings → Partners
  1. Click Add your first partner
  1. Enter the Partner ID
  1. Choose the correct role (most agencies use the role "user")
  1. Click Send Invite

Your agency will receive an email invitation and can join your workspace instantly.

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4. Managing Agency Access

All invited agencies will appear in the list, and you can revoke any invitation at any time.

5. Activate a Plan

When you’re ready to start publishing campaigns, you’ll need an active subscription plan. Go to Settings → Plans and choose the plan that best fits your needs. You can upgrade, downgrade, or cancel your plan at any time.

​Need Help?

If you have questions or want assistance with onboarding your agency, contact our support team use the in-app chat.

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