Which role to ask for, by task
One row per job. Ask for the role in the second column and nothing broader: the smallest role that does the job is easier for the client to approve, easier to audit, and simpler to remove when the work ends.
Role by taskscroll →
| Task | Ask for | Access type |
|---|---|---|
| Run ads | Member (org) + Campaign Manager (ad account) | User access |
| View ad reports | Member (org) + Data Analyst (ad account) | User access |
What the client needs before starting
Only someone with these rights can add the agency. If your contact doesn't have them, ask who does first.
- Snapchat AdsOrganization Admin in Ads Manager to send the Member invite, then assign the ad-account role.
- Snapchat AdsOrganization Admin in Ads Manager to send the Member invite, then assign Data Analyst on the ad account.
Step-by-step pages for Snapchat Ads
Run ads
- What Snapchat access do I need to run ads for a client?→ Member (org) + Campaign Manager (ad account) · Member of the Organization plus Campaign Manager on the one ad account (Agency Member if billing/details are in scope).
View ad reports
- What Snapchat access do I need to only view a client's ad reports?→ Member (org) + Data Analyst (ad account) · Member of the Organization plus Data Analyst on the one ad account.
What the client clicks
The top-level clicks in Snapchat Ads. Each task page above has the exact role to pick at the last step.
- In Ads Manager, open the top-left menu → Members → + Invite Member.
- Enter the agency member's email (must match their Snapchat account), choose Member, and click Invite Member.
- When prompted, assign the ad account and choose Campaign Manager (or Data Analyst for reporting only; Agency Member if they also handle billing and account details).
- Or: menu → Ad Accounts → select the account → Members and Billing → enter the name + role → + Add Member (they must already be in the Organization).
- The invitee opens the email and clicks Join.
What breaks if the role is wrong
- Too low · Run adsData Analyst: view performance metrics only, no campaign edits.
- Too low · Run adsCreative Manager: creatives only, not full campaign management.
- Too high · Run adsAccount Admin: full ad-account control, including members and assets.
- Gotcha · Run adsOrg Member with no ad-account role sees little beyond the Members page until an ad-account role is assigned.
- Too low · View ad reportsOrg Member with no ad-account role: no performance access on the account.
- Too high · View ad reportsCampaign Manager can create and manage collateral when the SOW is reporting only.
- Too high · View ad reportsAgency Member includes payment methods and account details.
Copy this access request
One message for every Snapchat Ads role above. Fill in the blanks and paste it into your email to the client. Nothing you type leaves this page.
Sources
- https://businesshelp.snapchat.com/s/article/organization-roles-overview · checked Oct 14, 2026
- https://businesshelp.snapchat.com/s/article/roles-permissions-ad-account · checked Oct 14, 2026
- https://businesshelp.snapchat.com/s/article/manage-members · checked Oct 14, 2026
- https://businesshelp.snapchat.com/s/article/add-members-ad-account · checked Oct 14, 2026
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