What to ask for

Ask for: Member on the client's Team or Enterprise account, plus shared app connections User access
Client needs: Owner, Admin or Super Admin on a Zapier Team or Enterprise account.

Ask for Member on the client's Team or Enterprise account, plus shared app connections 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
Member + shared app connections	Zapier Team/Enterprise account	Build and edit Zaps on client apps
Admin	Zapier account	Manage users and app access

What the client clicks

Send these steps to the person who holds owner, admin or super admin on a zapier team or enterprise account. Tick them off as you go.

Zapier: Zapier account0 / 5

Go to the Members page and click Add Members.
Enter the agency's email and, under Member Role, select Member.
The agency accepts the email using that exact address.
Go to Apps, select each app the agency needs, and in My connections click Share.
Pick the agency user (or a team on Enterprise) and click Done. Repeat per connection.

What breaks if the role is wrong

GotchaTeam accounts have a 25-member limit and up to 25 pending invites. Enterprise accounts have unlimited members.
GotchaTeam membership alone doesn't share app connections; each one has to be shared.
GotchaThe agency must accept with the exact email that was invited.
GotchaAnyone a connection is shared with can build and edit Zaps using it. Consider sharing a separate, limited app account.
GotchaSuper Admin exists only on Enterprise. Admin can remove members and manage app access, so it's more than most agency work needs.
GotchaPersonal (non-Team) plans have no multi-user access.

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 emailappsAuthHub link (optional)

Hi [Acme], to build your automations we need Member access to your Zapier Team account. Go to Members → Add Members, enter [access@youragency.com], choose Member and send. Then, in Apps, open each app we'll use ([apps]), click Share on the connection, select us and click Done. Or send one AuthHub link: it walks your client through these clicks. [your AuthHub link]