Bïrch helps agencies manage multiple clients, brands, and projects without clutter. With Workspaces, you can keep ad accounts, rules, reports, and insights neatly separated - giving your team and clients exactly what they need. This guide walks through setting up your Bïrch account the right way: from connecting platforms to organizing Workspaces, team access, rules, and client reporting.
Step 1. Connect ad platforms
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In order to manage your ad accounts and pages via Bïrch, you need to make sure that ad platforms are properly integrated with your Bïrch account.
Important:
Meta: You can connect either a business account or a personal Meta profile. In case of a business account, the person connecting it must have full admin rights to the business and its assets (ad accounts, pages). In case of a personal profile, all ad accounts and pages this profile has admin rights to will appear after connecting it.
Other platforms (TikTok, Google, Snapchat): You connect a personal profile, but it still must have full admin access to the ad accounts.
The principle is the same across all platforms: only accounts with full admin rights can be used. More on this here.
Once ad platforms are connected, you'll gain access to performance tracking, automatic insights, and tailored recommendations. Simply follow the steps below to set up your accounts effortlessly:
Go to Settings page and click on the platform that you want to integrate:
Click the "Connect profile" button in the Profiles window-> choose the connection method - Business profile or Personal profile -> select the ad accounts/pages/IG accounts this business/profile has admin right to -> Save.
Once it is connected, you will see the list of ad accounts, pages, IG accounts in the list:
From here, you can choose which accounts you would like to switch on and use in Bïrch. The spend of connected ad accounts will be considered for billing purposes for the period they were connected. Once a new ad account is connected, it is assigned to a Default workspace by default. To activate it, simply assign it to any Workspace using the Link workspace button. It is not necessary to connect all ad accounts at once; you can gradually onboard more accounts over time or toggle off the ones that are not needed.
If you have hundreds (or thousands) of ad accounts, you may not see the full list under Meta Ads accounts. In this case, please use the search function and enter the name of the ad account to find and connect it:
You can connect up to 15 business accounts or personal profiles for each platform, whereas the number of pages and ad accounts is not limited.
If one of your team members is leaving and needs to disconnect their business account/profile, please make sure another business/profile that has admin rights to the required ad accounts/pages is re-selected for integration before the old one is disconnected:
Step 2: Organize Workspaces
When you create a Bïrch account, a Default Workspace is created automatically.
Any ad accounts connected during sign-up are assigned there.
Each Workspace acts as a dedicated management center for its connected ad accounts. You can create additional Workspaces to organize by client, brand, region, or product. Check out the instructions in this article.
What’s inside a Workspace
Overview – Spend, KPIs, and performance insights across all connected accounts
Hub – Server-side tracking for Meta Ads with improved data accuracy
Performance – Automated rules, ads, reports, templates, and custom metrics
Step 3: Invite your team members
When running an agency, you may need to add team members like media buyers and creative teams with different levels of access to specific workspaces. This can be done easily in the Bïrch's interface. Learn more here.
First, go to the Settings page:
Go to Members -> + Invite members, where you can select Workspaces you want to add the team member to and a role - either User or Admin:
After users confirm their email addresses, they will be able to log in to your agency's Bïrch account and work with the products and ad accounts to which they have access.
Step 4: Organize folders and rules
Once you start using our core feature, automated rules, you might need to separate your rules by clients, ad accounts, products, brands, or teams. There are two instruments that can help you do this: categories and folders.
One way to go about this is to create a category for each client or team, and then set up folders and sub-folders with rules based on their type (budget management, pause/start) or campaign (Black Friday, seasonal promotion, weekend slow-down). This is just one example; you might come up with your own structure, let your creativity fly! 🦋
On the rules page, click the "Add category" button and type in the brand name:
To create a new rule for this client, click on the client's name. In the screenshot below, the next rule will be created for Client 3:
After creating the first rule, you will have the option to create a new folder and organize your rules accordingly. To do so, click the "plus folder" symbol in the top right corner and enter the desired folder name in the window that appears.
You can then create subfolders to organize the rules inside the folder. To do this, first create a subfolder using 🗂 button on the top right, select it, and click on the move option 🔀
and select the parent folder for this subfolder:
Next, you can move your rules into a subfolder using the same 🔀 button. Here is how the result would look:
Step 5: Add clients
If you would like to keep your clients in the loop and share reports and rule notifications from Bïrch, you can use the "Invite clients" feature. Clients do not have access to your Bïrch account and will only receive and view reports and notifications via email that you choose to share with them.
In the Settings page, go to the Members section -> Clients tab and click the "+Invite client" button:
Once it's done, your client will receive an email notification to confirm their email address. After that, you will be able to set up notifications in reports or rules and include your clients' email.
Step 6: Share reports and rule updates with clients
Set up the reports and rule notification delivery for clients to keep them updated on the progress and share insights on creatives and audiences.
You can share Explorer and Top Audiences reports with the clients by clicking the "Share" option at the top of the report page. All the filters applied to the report by you will be saved:
Enable scheduled delivery of Regular Reports to clients:
Open the report -> Edit -> Settings -> enable Deliver on Schedule -> select the time slots:
Select the client from the list under "Channel":
This article describes the main ways to organize a Bïrch account around your agency structure. However, if you have any specific questions about how to set up your agency account or ideas about optimizing workflows for agencies, do not hesitate to reach out to our team. We will be happy to chat with you! 🙌🏼