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How to set up your Motion organization

When you’re creating a brand-new Motion organization, here are the key steps to get fully set up:

Joel Charboneau avatar
Written by Joel Charboneau
Updated this week

Hop over to our next lesson on How Reports Work + Tips & Tricks in Motion!

Setting up your Motion organization correctly ensures smooth ad account connections, accurate reporting, and seamless team collaboration. Whether you’re a brand or an agency, this step-by-step guide will walk you through how to:

  • Connect ad platform profiles (Meta, TikTok, YouTube)

  • Create and organize Motion workspaces

  • Link ad accounts

  • Invite team members with the right roles

  • Fix page permission issues

✅ 1. Connect your ad platform profiles in Motion

To get started, you’ll need to connect your ad profiles:

  1. Go to Bottom left menu → Account settings → My connections.

  2. Connect your Meta and TikTok profiles (these are the most important for most advertisers).

  3. Ensure the connected profile has the right permissions to all ad accounts you want to use in Motion.

👉 Motion will pull your ad accounts directly from this connected profile.

✅ 2. Create workspaces in Motion

Workspaces act as separate dashboards for managing reports.

  • Go to Top left menu → Create workspace.

  • Each workspace functions as its own Motion page, and you can toggle between them.

Best practices for structuring Motion workspaces:

  • Brands: Create one workspace per platform (e.g., Meta workspace, TikTok workspace, YouTube workspace).

  • Agencies: Create one workspace per client, containing all their platforms in a single place.

✅ 3. Connect ad accounts to Motion

After creating your workspace:

  1. Click Connect inside the workspace.

  2. Motion will display all ad accounts tied to your connected profile.

  3. Select the ad accounts you want to use.

You can split them across workspaces (brands) or combine them into one (agencies).

✅ 4. Add members and manage roles in Motion

You can add members at both the organization level and workspace level.

  • Go to Account settings → Members or the Organization members tab.

  • Click Add members and assign roles.

Motion member roles explained:

  • Owner → Full access, including billing.

  • Admin → Manage workspaces, ad accounts, teammates, and reports (no billing).

  • Collaborator → Create and edit reports but cannot add new ad accounts or teammates.

  • Guest → View-only access to a specific workspace (ideal for giving clients access).

✅ 5. Fix page permissions issues

Some ads (like boosted posts or whitelisted ads) live on specific Meta Pages. If you don’t grant Motion access to these Pages, you may see “page permissions needed” errors.

To fix this:

  • Ensure the person connecting the ad account also has page-level permissions (Facebook Page Admin or Advertiser).

  • If you still see missing ads or broken previews, edit your permissions in Meta Business Manager and reconnect your profile in Motion.

✅ Final step: Start reporting in Motion!

Once your organization is set up with connected profiles, workspaces, ad accounts, and members, you’re ready to build reports. Motion offers multiple reporting styles (Creative Insights, Launch Analysis, Comparative Reports) so you can analyze performance across platforms.

🔑 Key Takeaways

  • Always connect a profile with full ad account and page permissions.

  • Choose a workspace structure based on whether you’re a brand or agency.

  • Assign the right user roles to keep billing, editing, and viewing permissions clear.

  • Double-check Meta Page permissions if you run into missing ads or broken previews.

By following these steps, you’ll ensure your Motion setup is smooth, your data is accurate, and your team can collaborate effectively.

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