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Paid Media

How to audit ad account access

Reduce operational risk without interrupting active campaigns.

The scenario

A company changes agencies and discovers three former contractors still have admin roles.

An inventory of named users, manager links, billing contacts, and integrations reveals routes to the account that a password change alone would miss.

Apply it to your own work

Verify company ownership and two current admins, record existing automation, then remove access by role. Test billing notifications and reporting after the transition.

What to watch for

Removing an integration may also stop conversion uploads or bid rules. Identify what each account operates before revoking it.

Inspect who can still operate the account

Export named users and connected manager accounts. Mark each as employee, agency, integration, or billing contact. Give every retained connection an owner and verify there are two current people who can recover access.

Remove former contractors after confirming which scripts and conversion feeds they own. Test a billing notice and a report export afterward. Keep the access register current so the next agency change begins with a known inventory.

Try a related tool

Divide remaining spend by the days left in a campaign. Adjust the daily figure for changes in expected demand.

Starting budget. Subtract spend to date. Plan the remaining days.
Companion workflow: Budget Pacer.

Open Budget Pacer