A step-by-step guide to creating a new TikTok Ads account through Portal.

Before you start

Make sure you have two things in place before you begin:

1. A TikTok Business Center — this is your agency's Business Center that will be partnered with the new client Business Center Portal creates.
2. Your Business Center linked to Opteo — head to Linked Accounts in Opteo and connect it. Portal needs this to create accounts on your behalf.

1. Fill out the create account form

1. Open Portal in Opteo (the dotted hexagon icon in the left sidebar)
2. Click Add Account +
3. Select your TikTok connection email — this is the email that'll receive an admin invite
4. Select your TikTok Business Center — this will be partnered with the new one we're about to create
5. Fill out the form:
   • Details for the new Business Center (usually your client's business information)
   • Invite your client and anyone else who needs access
   • Your client's business information
   • The name of the new ad account
6. Click Create Account

2. Accept your invitation

Once the ad account is created, TikTok sends admin invitations to the email addresses you entered.

1. Check your inbox for an email from TikTok
2. Click the link and accept the invitation
3. If you invited your client, give them a heads up to do the same

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Each user must accept their own invite before they can access the account.

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3. Accept the Business Center partnership

This step is what connects the new client Business Center to your agency — don't skip it!

TikTok doesn't allow ad accounts to be moved between Business Centers. Instead, access is granted via a partnership.

1. Log into your TikTok Business Center
2. Open Management > Partners
3. Accept the partnership invitation from the newly created Business Center

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Without this step, the account will exist but your team won't be able to access or manage it.

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4. Complete business verification

1. Open the new ad account in TikTok Ads Manager
2. Go to Tools
3. Go to My Account
4. Under Business Verification, click View verification info
5. Click Edit Information
6. Add Account Type, Country, and upload your Business Verification document

5. Add a payment method

1. Open the new ad account in TikTok Ads Manager
2. Go to Tools
3. Go to Payment
4. Click Enter billing information
5. Follow the steps to add your payment method

How the account is set up

When you create a TikTok Ads account through Portal, a new TikTok Business Center is automatically created with a new ad account under it. The new Business Center is partnered with your agency's existing Business Center, giving your team access and control from day one.

Admin invitations are sent to the email addresses you provided during setup.