What to ask for

Ask for: Editor team member User access
Client needs: Owner or Admin on a paid Kit plan (Creator or Pro).

Ask for Editor team member and nothing broader. The smallest role that does the job is easier for the client to approve, easier to audit later, and simpler to remove when the work ends. If the scope of work grows, ask again for the larger role rather than requesting it up front.

Permission levelsscroll →

Permission	Level	Lets the agency
Editor	Kit account	Write broadcasts, sequences, forms
Admin (owner-level)	Kit account	Change account settings or billing

What the client clicks

Send these steps to the person who holds owner or admin on a paid kit plan (creator or pro). Tick them off as you go.

Kit (ConvertKit): Kit (ConvertKit) account0 / 4

Open Settings from the lower-left corner of Kit (or account name → Settings).
Click Team.
Click Invite a team member, enter the agency's email and choose Editor.
Send the invite. The agency clicks Join the team in the email.

What breaks if the role is wrong

GotchaTeam members need a paid plan. Creator: one team member (two users total). Pro: unlimited team members.
GotchaKit has only two team roles, Admin and Editor. Admin has owner-level access to the whole account.
GotchaOn Creator, broadcasts lock to one editor at a time; real-time co-editing is Pro only.
GotchaIf adding a member throws a 500 error, the account has no owner set; assign an Owner in Settings → Team first.
GotchaTeam members switch between accounts from the drop-down in the top right.

Copy this access request

Fill in the blanks and paste it into your email to the client. Nothing you type leaves this page.

Client nameYour agency emailAuthHub link (optional)

Hi [Acme], please add us to your Kit account as an Editor (not Admin). Go to Settings → Team → Invite a team member, enter [access@youragency.com], choose Editor and send. This needs a paid Creator or Pro plan. Or send one AuthHub link: it walks your client through these clicks. [your AuthHub link]