What to ask for
- Ask for
- Member (org) + Data Analyst (ad account) User access
- Minimum safe access
- Member of the Organization plus Data Analyst on the one ad account.
- Client needs
- Organization Admin in Ads Manager to send the Member invite, then assign Data Analyst on the ad account.
Ask for Member (org) + Data Analyst (ad account) 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.
What the client clicks
Send these steps to the person who holds organization admin in ads manager to send the member invite, then assign data analyst on the ad account. Tick them off as you go.
What breaks if the role is wrong
- Too lowOrg Member with no ad-account role: no performance access on the account.
- Too highCampaign Manager can create and manage collateral when the SOW is reporting only.
- Too highAgency Member includes payment methods and account details.
- GotchaThe invite email must match the invitee's Snapchat account email.
- GotchaThe person must be in the Organization before you can assign an ad-account role.
- GotchaThe Invite Member UI only offers Organization Admin, Business Admin or Member — ad-account roles are assigned separately.
- GotchaSnapchat documents no separate agency-partner sharing flow; only member invites.
- GotchaSnapchat names no official minimum role for agencies; Member + Campaign Manager is our reading of their role tables for running ads.
Copy this access request
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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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Related
Part of Snapchat Ads access
Every role on Snapchat Ads, one page.
What Snapchat access do I need to run ads for a client?
Ask forMember (org) + Campaign Manager (ad account)
What Meta access do I need to only view a client's ad reports?
Ask forPartial access: View performance (ad account)
What Google Ads access do I need to view a client's reports?
Ask forRead-only
All platform access guides
The full platform walkthrough, beyond this one task.
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