What to ask for
- Ask for
- Campaign manager User access
- Minimum safe access
- Campaign manager on the one ad account (Viewer for reports). Billing stays with the client.
- Client needs
- Account manager or Billing admin on the ad account.
Ask for Campaign manager 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 | Level | Lets the agency |
|---|---|---|
| Billing admin | Highest | Everything, including billing details |
| Account manager | Admin | Campaigns plus user access and account details |
| Campaign manager | Recommended | Create and edit campaigns, ad sets and ads |
| Creative manager | Ads only | Edit new and existing ads |
| Viewer | Read | View performance and billing history |
What the client clicks
Send these steps to the person who holds account manager or billing admin on the ad account. Tick them off as you go.
What breaks if the role is wrong
- Too lowViewer or Creative manager: you can't create campaigns or ad sets.
- Too highAccount manager can add and remove users and edit account details.
- GotchaAd-account roles don't include Page permissions, which you need to create ads, download Lead Gen Form leads or manage Landing Pages.
- GotchaEvery ad account must keep a Billing admin; it's automatically the person who created it.
- GotchaPeople added in Business Manager can reach the ad account from Business Manager or Campaign Manager.
Copy this access request
Fill in the blanks and paste it into your email to the client. Nothing you type leaves this page.
Sources
- https://www.linkedin.com/help/lms/answer/a425731 · checked Oct 14, 2026
- https://www.linkedin.com/help/linkedin/answer/a550647 · checked Oct 14, 2026
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