Get access to a client's LinkedIn ad account

Confirm the LinkedIn Campaign Manager ad account covered by the agency engagement. Ask the client to identify the account they actually use for the work in scope, rather than choosing from a familiar-looking name. Also agree whether the immediate objective is assessment, configuration or ongoing delivery. These details determine which permission is reasonable and what your team will check afterward. If the client is unsure which asset belongs to the project, resolve that ownership or account-selection question before they approve access to an unrelated account.

The request needs a client with Account manager access to the ad account. Send the instructions to that person or ask the client to involve them. A staff member who can read a dashboard may still lack permission to invite an agency. Repeating the same request with the same insufficient role will not fix that distinction. The authorized person should review the requested asset, recipient and permission before proceeding, and retain their own independent access after the agency is added.

Viewer supports review, Creative manager supports ad creation, Campaign manager supports campaigns, and Account manager includes broader account administration. Billing admin is not an offered link role. Start by naming the actions the agency must carry out, then match the role to those actions. If the team only needs to inspect LinkedIn Ads, explain why a viewing role may be sufficient. If a later task requires more authority, make that a deliberate scope decision with the client. Avoid requesting the broadest available role simply to prevent a possible future question; the current engagement should explain the permission being requested.

The client follows the Campaign Manager instructions and adds each listed LinkedIn profile at the chosen role. This is a guided user-addition process rather than a Meta-style business-portfolio partner grant. Read the status in the context of that workflow. An invitation, a client confirmation and usable LinkedIn Ads access are related milestones, but they do not always happen at the same moment. Assign responsibility for the next step before marking delivery as ready. This prevents an agency teammate from arriving at a scheduled task and discovering that a required acceptance or platform action is still outstanding.

Use each individual LinkedIn member profile listed for the agency team. Verify it before creating or sending the onboarding request, especially when the agency works through more than one account. Ask the actual recipient to confirm the identity they will sign in with. A forwarded email or a similar display name is not reliable proof that the correct account has been added. For a staffing change, arrange the replacement person’s appropriate access and remove obsolete assignments through the relevant platform process.

After the platform action, have each named teammate open the intended ad account with their own LinkedIn login and verify the account identity and permitted work. Record who performed that check and whether any required work remains blocked. Prefer a harmless viewing check over an unnecessary live edit. If a teammate cannot reach the asset, compare the actual recipient and role with the original request before asking the client to start again. Completion should mean the right person can reach the intended asset with the agreed capability, rather than only that a message or notification was received.

The integration described here coordinates account access. It does not promise automatic LinkedIn campaign-data imports into the Agency Pilot dashboard. Keep the client’s reporting expectation explicit in the service brief. If a metric is needed for a report, identify its source, date range and definition before promising that it will appear. A successful access step establishes only the capabilities described for this particular integration. It should not be used as evidence that another platform, a separate dataset or an unrelated source of business results has also been connected.

If a person is not found, check the exact member profile with the agency instead of choosing a similar name. If access is incomplete, inspect each individual user rather than assuming the whole team was added. Start with account identity and authority because those determine what the client can share. Write down the exact stage where the flow stopped rather than repeatedly recreating the same request. If LinkedIn Ads shows an account-specific restriction, the appropriate platform administrator may need to resolve it first. Avoid broadening permissions or switching to another asset just to make a completion indicator appear; verify the intended account instead.

The documented guided flow asks the client to add the specified individual LinkedIn members. A company name alone does not identify which people should receive those account roles. Confirm the exact profiles with the delivery team before sending instructions, especially for common names. After the client adds them, each person should verify access using their own login rather than assuming a colleague’s successful check covers everyone.

Yes. Plan the responsibilities before choosing and arranging the appropriate roles. The documented roles distinguish creative work, campaign management, viewing and broader account administration. Keep a clear person-to-task roster, and verify the final assignments in Campaign Manager. If the onboarding request needs a more tailored arrangement than one selected role provides, make the required client actions explicit instead of assuming every person should receive broad control.

Do not assume it is. The described integration concerns the ad account and its named users. If the project includes Page administration or publishing responsibilities, identify the required separate permissions and authorized client contact. A media buyer’s ability to open Campaign Manager is not proof that the same person can perform every Page-related task required by the content or brand team.

Use it only where the person’s responsibilities justify broader administration. Campaign manager covers campaign work, Creative manager covers creative work, and Viewer supports review as described in the role table. Keeping roles tied to real tasks helps the client understand the request and makes a later access review more straightforward. Reassess when the assignment changes rather than broadening every account role preemptively.

Update the individual roster and arrange removal of access the person no longer needs. If a replacement requires access, have that specific profile added and verify it before handing over dependent work. The client should receive clear names and roles, not a vague request to “update the agency.” Review any separate Page permissions for the same people so the personnel change is handled consistently.

Remove the relevant people from Campaign Manager access management. Review any separate company Page permissions for the same individuals as part of the personnel handover. Agree a handover point before removing access that is still needed to finish approved work. Confirm the business retains the people and permissions it needs after the agency leaves. Keep permission removal separate from decisions about delivered work or historical reporting data; those are different questions. Record which LinkedIn Ads assignments were removed and which, if any, remain for an explicitly agreed support period, with a clear owner for the final review.

Have the named delivery team review the correct Campaign Manager account and confirm the division between analysis, creative preparation and campaign changes. Record any separate company Page dependency and its authorized client contact. Before changing ads, align the creative approval and budget decision with the client brief. The next useful step is a task assigned to a verified individual profile; a colleague’s successful login is not enough evidence that every required person can perform their part.