Snapchat Ads Add User Access

Add User Access Overview

This guide provides step-by-step instructions for granting new users access to your Snapchat Ads accounts through Business Manager or Ads Manager.

Prerequisites

Before adding a user, ensure you have:

• Admin access to the Snapchat Ads account or Business Manager
• User's email address (must be associated with a Snapchat account)
• Desired role determined (Admin, Advertiser, Analyst, Creative, or Finance)
• Business justification for the access request
• Manager approval (if required by your organization)

Method 1: Via Business Manager (Recommended)

Use this method if you manage multiple ad accounts or want centralized user management.

Step-by-Step Instructions

Step 1: Access Business Manager

1. Go to business.snapchat.com
2. Log in with your Snapchat account
3. Select your Business Manager organization

Step 2: Navigate to Members

1. Click Settings in the left sidebar
2. Select Members from the settings menu
3. Review existing members list

Step 3: Add New Member

1. Click + Add Member button (top right)
2. Enter the user's email address
3. Choose Business role:
   • Admin: Full control over Business Manager
   • Member: Limited to assigned ad accounts

Step 4: Assign Ad Account Access

1. Click Next or scroll to Ad Accounts section
2. Click Add Ad Account
3. Select the ad account(s) to share
4. For each account, choose ad account role:
   • Admin: Full control, billing, user management
   • Advertiser: Create and manage campaigns
   • Analyst: View-only access to reports
   • Creative: View campaigns and creatives
   • Finance: Billing and invoices only

Step 5: Assign Asset Access (Optional)

If the user needs access to specific assets:

1. Click Add Pixel to share pixel access
2. Click Add Catalog to share product catalogs
3. Click Add Audience to share custom audiences
4. Select which assets to share

Step 6: Send Invitation

1. Review all permissions
2. Click Send Invite
3. User will receive email invitation
4. Invitation valid for 7 days

Example: Adding Campaign Manager

## Add Campaign Manager Example

User: John Smith (john.smith@company.com)
Business Role: Member
Ad Account: 12345678-1234-1234-1234-123456789012
Ad Account Role: Advertiser
Assets: Main Website Pixel (view access)
Reason: New hire - managing Snapchat campaigns

Method 2: Via Ads Manager Direct

Use this method for single ad account management.

Step-by-Step Instructions

Step 1: Access Ads Manager

1. Go to ads.snapchat.com
2. Log in with your Snapchat account
3. Select correct ad account from dropdown (top right)

Step 2: Navigate to Members

1. Click Settings icon (gear icon in top right)
2. Select Members from dropdown menu
3. View current members list

Step 3: Add Member

1. Click + Add Member button
2. Enter user's email address
3. Select role from dropdown:
   • Admin
   • Advertiser
   • Analyst
   • Creative
   • Finance

Step 4: Send Invitation

1. Click Send Invite
2. Confirm invitation details
3. User receives email with invitation link

Role Selection Guide

When to Assign Each Role

Admin - Assign when user needs to:

• Manage billing and payments
• Invite or remove other users
• Change account settings
• Full campaign and reporting access
• Use sparingly - only 1-2 admins per account

Advertiser - Assign when user needs to:

• Create and manage campaigns
• Build audiences
• Manage pixels
• View all reports
• Most common role for marketing team

Analyst - Assign when user needs to:

• View campaign performance
• Download reports
• Monitor conversions
• No campaign editing
• Good for stakeholders and reporting teams

Creative - Assign when user needs to:

• View campaign creatives
• Review ad performance
• No campaign or audience management
• Good for creative teams reviewing work

Finance - Assign when user needs to:

• View invoices and billing
• Download payment history
• No campaign access
• Good for finance/accounting teams

Post-Invitation Steps

Track Invitation Status

1. Go to Members section
2. Check Pending Invitations tab
3. Status will show:
   • Pending: Invitation sent, not yet accepted
   • Accepted: User has joined
   • Expired: Invitation expired (7 days)

Resend Invitation

If invitation not accepted:

1. Find user in Pending Invitations
2. Click Resend button
3. Check if email is correct
4. Ask user to check spam folder

Verify Access

After user accepts:

1. Confirm user appears in Active Members list
2. Verify role is correct
3. Ask user to log in and confirm access
4. Test that they can perform expected actions

Documentation & Compliance

Record the Change

Document in your access log:

## Access Grant Record

Date: 2025-12-24
Action: Added User
User Email: john.smith@company.com
Role: Advertiser
Ad Account(s): 12345678-1234-1234-1234-123456789012
Granted By: admin@company.com
Business Justification: New hire - Campaign Manager role
Manager Approval: Jane Doe (Marketing Director)

Screenshot for Audit

Capture screenshot showing:

• User's email address
• Assigned role
• Ad account(s) granted
• Date of access grant

Update Internal Systems

• Add to employee directory
• Update org chart if applicable
• Add to team distribution lists
• Notify relevant teams (finance, security, etc.)

Troubleshooting

Issue: "User Already Exists"

Cause: User already has access to the account

Solution:

1. Check Active Members list
2. If user exists, use Update Access to change role
3. If not visible, check if they're in a different ad account

Issue: "Invalid Email Address"

Cause: Email not associated with Snapchat account

Solution:

1. Ask user to create Snapchat Business account first
2. Go to accounts.snapchat.com
3. Sign up with business email
4. Verify email address
5. Then send invitation

Issue: Invitation Not Received

Causes & Solutions:

Issue: "Maximum Members Reached"

Cause: Account has reached user limit

Solution:

1. Contact Snapchat support to increase limit
2. Or remove inactive users first
3. Review who actually needs access

Best Practices

Security

1. Verify identity before granting access
2. Use least privilege - start with lower permissions
3. Enable 2FA requirement for all users
4. Regular audits - review access quarterly

Onboarding

1. Welcome email with resources and documentation
2. Training session for new Snapchat users
3. Access verification - confirm they can log in
4. Schedule review - add to next quarterly audit

Communication

Template email to new user:

Subject: Snapchat Ads Access Granted - [Account Name]

Hi [Name],

You've been granted access to our Snapchat Ads account:

Account: [Account Name]
Role: [Advertiser/Analyst/etc.]
Access Level: [Description of what they can do]

Next Steps:
1. Check your email for invitation from Snapchat
2. Accept invitation within 7 days
3. Log in to ads.snapchat.com
4. Review our Snapchat campaign guidelines: [link]

Training Resources:
- [Link to internal documentation]
- [Link to Snapchat help center]
- [Contact for questions]

If you have any issues accessing the account, please reply to this email.

Thanks,
[Your Name]

Access Request Template

Use this template for formal access requests:

## Snapchat Ads Access Request

**Requester Information:**
- Name: [Full Name]
- Email: [Snapchat account email]
- Department: [Marketing/Analytics/etc.]
- Position: [Job Title]

**Access Details:**
- Ad Account Name: [Account name]
- Ad Account ID: [If known]
- Role Requested: [Admin/Advertiser/Analyst/Creative/Finance]
- Asset Access: [Pixels/Catalogs/Audiences if needed]

**Business Justification:**
[Explain why this access is needed]

**Duration:**
- [ ] Permanent
- [ ] Temporary until: [Date]

**Approvals:**
- Manager: [Name] - Date: [Date]
- Ad Account Admin: [Name] - Date: [Date]

**Action Taken:**
- Granted By: [Admin name]
- Date Granted: [Date]
- Invitation Sent: [Date]
- Access Confirmed: [Date]

Next Steps

After adding users:

1. Monitor usage - check that they're actively using the account
2. Gather feedback - ask if they need additional permissions
3. Schedule review - add to next access audit
4. Update documentation - keep access logs current

Related Guides

• User Management Overview - Complete user management guide
• Update Access & Roles - Change user permissions
• Remove User Access - Offboarding process

Resources

• Snapchat Business Manager
• Snapchat Ads Manager
• Business Help Center