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Account setup

Written by Igor Simovic
Updated today

Summary

A Hunch Account is a workspace within your Team that groups together a set of ad accounts, pages and catalogs for a specific brand or market. Accounts help you separate campaign activity, control which team members see what, and prevent launching from the wrong ad account.

This article explains how to create a Hunch Account, connect it to platform entities, configure defaults, and understand how business selection affects what assets are available.


How It Works

Teams and Accounts. Your Hunch Team is the top-level workspace — it holds all authorizations, integrations, and users. Inside a Team, you can create one or more Hunch Accounts. Each Account operates independently with its own set of connected ad accounts, pages, catalogs, and campaign defaults.

Before connecting ad accounts or pages to a Hunch Account, you must first select which Business (Meta or Tiktok) or Organization (Snapchat) that Account should work with. This acts as a filter — only entities that belong to the selected Business are available to connect and will be visible to members inside of an Account.

Authorization dependency. Accounts can be created before authorizations are in place. However, ad account and page mapping will not be available until the relevant platform has been authorized in Settings > Authorizations.


Before You Begin

  • Only Team Admins can create and manage Accounts.

  • Authorize at least one ad platform in Settings > Authorizations before trying to connect ad accounts or pages. See Authorizations & Integrations for instructions.

  • Have your Account name and the Business or Organization you want to associate it with ready before starting.

Step-by-Step Instructions

To create a new Account

  1. Go to Settings from the top-right menu.

  2. Open the Accounts tab.

  3. Click Create New in the upper-right corner. A setup wizard will open.

Step 1 — Name your Account

  1. Enter a name for the Account. Choose a name that reflects the brand or market this Account will manage.

  2. Click Create Account.

Step 2 — Select a Business or Organization

  1. Select the Business (Meta, Tiktok) or Organization (Snapchat) this Account should work with.

  2. Only businesses you connected during Authorization will appear here. If you don't see the right Business, go to Settings > Authorizations and update your Business selection first.

  3. Business selection is required before you can connect ad accounts or pages.

Note: For agencies: assigning different Businesses to different Accounts ensures that team members only see the assets relevant to their assigned Account. Assets from not selected Businesses will not appear.

Step 3 — Connect Ad Accounts

  1. A list of available ad accounts from the selected Business will appear.

  2. Check the ad accounts you want to include in this Account. You can select multiple.

  3. Ad accounts are shown with their permission status. Only accounts with Active status and ADVERTISE or MANAGE permissions can be selected.

Step 4 — Connect Pages and Profiles

  1. Select the Facebook Pages and Snapchat Profiles you plan to use for campaigns in this Account.

  2. Pages without the required permissions (MANAGE or ADVERTISE) will be shown but cannot be selected.

Step 6 — Reporting & Notifications

  1. Connect your desired Google Analytics profile which will enable you to see metrics in Campaign insights, product insights and Smart sets

  2. Connect default email which will get notifications for Automated Campaigns reports.

  3. Connect a slack channel which will get notifications from Rules and Automations section of the platform.


Managing Existing Accounts

  • To edit an Account, click the Edit button next to it in the Accounts list.

  • If a business is removed or had lost perissions from an Account: existing ad accounts associated with that business will show a warning. No new campaigns can be created using those ad accounts until the business is reconnected.

  • To view and manage Account assignments for users, go to Settings > Users. See Team Member Access.

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