Social Media Access Request Template for Agencies (2026)

Your new client signed yesterday. You need access to their Meta Business Manager, Google Ads, GA4, and LinkedIn Campaign Manager by Friday.

You send: "Can you grant me access to your ad accounts?"

Three days later, you're still clarifying. Which Business Manager? What email? What permission level? The client forwarded your request to their IT person who's never opened Meta Business Suite. Now you're on a screen share walking them through menus you can't see.

This social media access request template collection solves that. Copy-paste templates for every major platform, with the exact instructions your clients need. Each one includes the email to send, the exact instructions your client needs, and what to say when they're confused (they will be).

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The Master Access Request Email

Send this first. It sets expectations and links to platform-specific instructions.

Subject: Action needed: Platform access for [Agency Name]

Hi [Client Name],

I'm setting up your campaign infrastructure and need access to the platforms where we'll be running ads. This should take about 10 minutes if you have admin access to your accounts.

I need access to:

• Meta Business Manager (Facebook/Instagram ads)
• Google Ads
• Google Analytics 4 (GA4)
• LinkedIn Campaign Manager
• TikTok Ads Manager
• Pinterest Ads

Your next step: I've attached platform-specific instructions below. For each platform you use, please follow the steps to grant access. If you're unsure whether you have admin access, try the steps anyway — the platform will tell you if you don't have permission.

Questions? Reply to this email or book a 15-minute call: [Calendar link]

I'll confirm once I have access to everything. Looking forward to getting started.

Best, [Your name]

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Meta Business Manager (Facebook & Instagram)

Meta has the most confusing permission structure of any platform. Clients grant access from personal profiles instead of Business Manager, select wrong ad accounts, or give Analyst permissions when you need Advertiser. The Meta Business Manager documentation covers the official flows, but clients need plain-English instructions.

Email Template

Subject: Meta Business Manager access instructions

Hi [Client Name],

To grant me access to your Facebook and Instagram ad accounts:

Step 1: Go to business.facebook.com and log in with your Facebook account.

Step 2: Click the menu (nine dots, top left) → Business Manager settings.

Step 3: On the left sidebar, click Users → Partners.

Step 4: Click Add → Add partner by Business ID.

Step 5: Enter our Business ID: [YOUR AGENCY BUSINESS ID]

Step 6: Select the assets to share:

• Ad accounts (select all you want us to manage)
• Pages (select your Facebook Page)
• Instagram accounts (if applicable)

Step 7: For each asset, set our permission level to "Manage campaigns" or "Ad account advertiser" (not "Analyst" — I need to create campaigns).

Step 8: Click Invite.

I'll receive a notification and confirm access on my end. Once accepted, I'll verify I can see your campaigns.

Common issues:

• "I don't see Business Manager" — You might be using a personal profile. Go to business.facebook.com directly.
• "I don't have admin access" — Ask whoever set up your ad account to follow these steps, or add you as a Business Manager admin first.
• "Which ad account?" — If you have multiple, share the ad account name or ID and I'll confirm which one I need.

Let me know if you hit any snags.

What to send the client

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Google Ads

Google uses email invitations, not Business ID partnerships like Meta. The client adds your email in their account settings. Google's access levels documentation explains each permission tier in detail.

Email Template

Subject: Google Ads access instructions

Hi [Client Name],

To add me to your Google Ads account:

Step 1: Log into ads.google.com with your Google account.

Step 2: Click Tools & Settings (wrench icon, top right) → Access and security.

Step 3: Click the + button to add a new user.

Step 4: Enter my email: [YOUR AGENCY EMAIL]

Step 5: Select access level:

• Standard — I can create and edit campaigns (recommended)
• Admin — Full account control including billing (only if I'll be managing payment methods)
• Read only — View campaigns but can't edit (not recommended for active management)

Step 6: Click Send invitation.

I'll accept the invitation via email. If you're using an MCC (Manager Account), you can add me at the manager level instead — just let me know.

Common issues:

• "I sent it but you didn't get it" — Check that you used the correct email address. The invitation sometimes goes to spam.
• "I have multiple accounts" — Make sure you're in the right account (check the account ID in the top right corner before sending).
• "My agency already manages it" — If another agency has MCC access, they may need to add me, or you can add me directly to the sub-account.

Permission Level Guide

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Google Analytics 4 (GA4)

GA4 access is separate from Google Ads. The client adds your email in the property settings.

Email Template

Subject: Google Analytics 4 access instructions

Hi [Client Name],

To add me to your GA4 property:

Step 1: Log into analytics.google.com.

Step 2: Select the correct property (use the dropdown in the top left if you have multiple).

Step 3: Click Admin (gear icon, bottom left).

Step 4: Under Property, click Property access management.

Step 5: Click the + button → Add users.

Step 6: Enter my email: [YOUR AGENCY EMAIL]

Step 7: Select permissions:

• Editor — Can edit configuration and create reports (recommended)
• Analyst — Can create explorations and reports, can't edit settings
• Viewer — Read-only access

Step 8: Check "Notify new users by email" and click Add.

I'll accept the invitation and verify I can see your data.

Note: GA4 access is separate from Google Ads. Even if you added me to Google Ads, I need GA4 access to see conversion data and build reports.

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LinkedIn Campaign Manager

LinkedIn uses account-level invitations. The client adds you through Campaign Manager settings. See LinkedIn's user roles documentation for details on each permission level.

Email Template

Subject: LinkedIn Campaign Manager access instructions

Hi [Client Name],

To add me to your LinkedIn Campaign Manager:

Step 1: Log into linkedin.com/campaignmanager.

Step 2: Click your account name (top left) → Account settings.

Step 3: On the left sidebar, click Manage access.

Step 4: Click Add user to account.

Step 5: Enter my email: [YOUR AGENCY EMAIL]

Step 6: Select role:

• Account manager — Full campaign management (recommended)
• Campaign manager — Create and edit campaigns, can't manage users
• Viewer — Read-only access

Step 7: Click Add to account.

I'll receive an email invitation to join.

Common issues:

• "I don't see Campaign Manager" — You need a LinkedIn ad account. If you've never run LinkedIn ads, we may need to create an account first.
• "I have multiple accounts" — Make sure you're in the correct account before adding users (check the account name in the top left).

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TikTok Ads Manager

TikTok uses Business Center for agency partnerships. The client adds your Business Center ID.

Email Template

Subject: TikTok Ads access instructions

Hi [Client Name],

To grant me access to your TikTok ad account:

Step 1: Log into ads.tiktok.com.

Step 2: Click your profile name (top right) → Business Center.

Step 3: On the left sidebar, click Settings → Partners.

Step 4: Click Add partner.

Step 5: Enter our Business Center ID: [YOUR TIKTOK BUSINESS CENTER ID]

Step 6: Select assets to share:

• Ad accounts
• Pixels (if applicable)

Step 7: Set permission level:

• Admin — Full access (recommended for campaign management)
• Analyst — View only

Step 8: Click Confirm.

I'll accept the partnership and verify access.

Note: If you don't have a TikTok Business Center, you can add me directly to your ad account via Account settings → User management → Invite user using my email: [YOUR AGENCY EMAIL]

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Pinterest Ads

Pinterest uses account-level invitations. The client adds your email in account settings.

Email Template

Subject: Pinterest Ads access instructions

Hi [Client Name],

To add me to your Pinterest ads account:

Step 1: Log into ads.pinterest.com.

Step 2: Click your profile name (top right) → Settings.

Step 3: Click Access management on the left sidebar.

Step 4: Click Add people.

Step 5: Enter my email: [YOUR AGENCY EMAIL]

Step 6: Select access level:

• Admin — Full access including billing (only if needed)
• Analyst — Can view and manage campaigns
• Viewer — Read-only

Step 7: Click Invite.

I'll accept via email and confirm access.

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Follow-Up Templates (When Clients Don't Respond)

Day 3: Gentle nudge

Subject: Following up: Platform access for [Agency Name]

Hi [Client Name],

Just following up on the platform access requests I sent earlier this week. I'm hoping to have campaigns live by [date], and access is the first step.

If you hit any snags or have questions about the instructions, reply to this email or grab a time on my calendar: [Calendar link]

Let me know if you need me to resend any of the platform-specific guides.

Best, [Your name]

Day 5: Escalate with offer to help

Subject: Quick call to set up platform access?

Hi [Client Name],

I know you're busy. Setting up platform access can be confusing if you're not in these tools regularly.

Would it help to hop on a 15-minute call where I walk you through it? I can share my screen and guide you step by step.

[Calendar link]

Alternatively, if there's someone else on your team who handles these requests (IT, marketing ops, etc.), feel free to forward them my instructions and copy me.

We're aiming to launch by [date], and I want to make sure we're on track.

Best, [Your name]

Day 7: Deadline framing

Subject: Access needed by [date] to hit launch target

Hi [Client Name],

We're now [X days] from our target launch date of [date]. To hit that timeline, I need platform access confirmed by [deadline date].

If getting access is blocked on your end (waiting on IT, not sure who has admin rights, etc.), let me know and we can problem-solve together. The most common blocker is identifying who has admin access — if you're not sure, I can help you figure that out.

Reply to this email or book 15 minutes: [Calendar link]

Best, [Your name]

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Quick Reference: What to Send Clients

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When to Use a Tool Instead

These templates work for agencies onboarding 3-5 clients per month. Past that, the manual back-and-forth adds up.

A client onboarding checklist organizes the process but doesn't eliminate email threads. Each platform has its own flow. Each client has different confusion points. Multiply by 10-20 clients per month and you're spending 8-12 hours on access requests.

That's why agencies use access management platforms. One link replaces five emails. The client clicks through a guided flow handling all platforms in one session. You get a dashboard showing who has access to what, when tokens expire, and what needs follow-up.

If your agency spends more than an hour per client on access requests, explore automation. The client access management lifecycle extends beyond the initial request — tokens expire, team members leave, clients churn. A system handling the full lifecycle saves time at every stage.

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Copy These Templates

Everything above is copy-paste ready. Customize the bracketed fields for your agency and start using them today.

For the full onboarding workflow (intake forms, first-week milestones, access verification), see our client onboarding checklist. For security considerations around who should have what access level, see our agency security checklist.

One link. All platforms. No more chasing.

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