Snapchat Ads Update Access & Roles | OpsBlu Docs

Snapchat Ads Update Access & Roles

Guide for changing user roles and permissions for existing Snapchat Ads accounts.

Update Access Overview

This guide covers how to modify roles and permissions for existing users in your Snapchat Ads accounts, including promotions, demotions, and responsibility changes.

When to Update Access

Common Scenarios

Scenario Current Role New Role Reason
Post-onboarding Admin Advertiser Setup complete, reduce admin access
Role change Advertiser Analyst Moved to analytics team
Promotion Analyst Advertiser Now managing campaigns
Temporary elevation Advertiser Admin Billing changes needed
Department transfer Advertiser Creative Moved to creative team
Add billing access Advertiser Finance Taking over billing

Prerequisites

Before updating access:

  • Admin access to the account
  • Business justification for the change
  • User notification (inform them of the change)
  • Manager approval (if required)
  • Backup admin available (if demoting last admin)

Method 1: Via Business Manager

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
  3. Find the user you want to modify

Step 3: Edit User Permissions

  1. Click on the user's name or Edit button
  2. Review current permissions
  3. Update as needed:

Option A: Change Business Role

  • Toggle between Admin and Member
  • Admin: Full Business Manager control
  • Member: Limited to assigned assets

Option B: Change Ad Account Role

  1. Find the Ad Accounts section
  2. Locate the specific ad account
  3. Click dropdown next to the account
  4. Select new role:
    • Admin
    • Advertiser
    • Analyst
    • Creative
    • Finance

Option C: Add/Remove Ad Accounts

  1. Click Add Ad Account to grant access to additional accounts
  2. Click Remove (X) to revoke access to specific accounts

Option D: Modify Asset Access

  1. Find Pixels, Catalogs, or Audiences sections
  2. Add or remove access to specific assets
  3. Change permission level (view vs. edit)

Step 4: Save Changes

  1. Review all modifications
  2. Click Save or Update
  3. Changes take effect immediately

Method 2: Via Ads Manager Direct

Step-by-Step Instructions

Step 1: Access Ads Manager

  1. Go to ads.snapchat.com
  2. Select correct ad account (top right dropdown)
  3. Click Settings (gear icon)
  4. Select Members

Step 2: Edit User Role

  1. Find the user in the members list
  2. Click Edit (pencil icon) next to their name
  3. Select new role from dropdown:
    • Admin
    • Advertiser
    • Analyst
    • Creative
    • Finance

Step 3: Save Changes

  1. Click Save
  2. Changes apply immediately
  3. User does not need to re-accept invitation

Role Change Guidelines

Upgrading Access

From Analyst to Advertiser

Reason: User now needs to manage campaigns

Checklist:

  • Confirm training completed
  • Manager approval obtained
  • User understands campaign management
  • Budget responsibility clarified

Process:

  1. Change role to Advertiser
  2. Grant pixel access if needed
  3. Notify user of new permissions
  4. Provide campaign management training

From Advertiser to Admin

Reason: User taking over account management

Checklist:

  • Verify need for admin access
  • Confirm billing responsibility
  • Document user management authority
  • Ensure another admin exists

Process:

  1. Verify business justification
  2. Get VP/Director approval
  3. Change role to Admin
  4. Brief on admin responsibilities
  5. Document in access log

Downgrading Access

From Admin to Advertiser

Reason: Setup complete, reduce security risk

Checklist:

  • Ensure at least one other admin exists
  • Transfer owned assets to other admin
  • Verify billing access not needed
  • Notify user of change

Process:

  1. Add another admin first (if needed)
  2. Transfer any owned pixels/audiences
  3. Change role to Advertiser
  4. Confirm user retains needed access

From Advertiser to Analyst

Reason: Role change to reporting focus

Checklist:

  • Pause or transfer active campaigns
  • Remove pixel editing access
  • Verify reporting needs only
  • Notify user of reduced access

Process:

  1. Change role to Analyst
  2. Verify they can still view reports
  3. Document reason for change
  4. Provide analytics training resources

Temporary Access Changes

Temporary Admin Elevation

Sometimes users need temporary admin access for specific tasks:

Use Case: Advertiser needs to update billing method

Process:

  1. Change role to Admin
  2. Set calendar reminder to revert (e.g., 24 hours)
  3. User completes task
  4. Revert to Advertiser role
  5. Document temporary change
## Temporary Access Record

User: john.smith@company.com
Original Role: Advertiser
Temporary Role: Admin
Reason: Update payment method
Duration: 24 hours
Granted: 2025-12-24 09:00
Reverted: 2025-12-25 09:00
Granted By: admin@company.com

Multiple Ad Account Management

Scenario: User Needs Different Roles Across Accounts

Example:

  • Ad Account A: Admin (manages this account)
  • Ad Account B: Analyst (only views reports)
  • Ad Account C: No access

Via Business Manager:

  1. Open user in Members section
  2. Under Ad Accounts:
    • Account A: Select Admin
    • Account B: Select Analyst
    • Account C: Leave unassigned or remove
  3. Save changes

Asset Access Updates

Adding Pixel Access

Scenario: Advertiser needs to manage tracking

  1. Open user in Members section
  2. Find Pixels section
  3. Click Add Pixel
  4. Select pixel to share
  5. Choose permission level:
    • View: Can see pixel configuration
    • Edit: Can modify pixel settings
  6. Save changes

Removing Catalog Access

Scenario: User no longer manages product feeds

  1. Open user in Members section
  2. Find Catalogs section
  3. Locate the catalog
  4. Click Remove (X)
  5. Confirm removal
  6. Save changes

Verification Steps

Confirm Change Applied

  1. Refresh Members list - User should show new role
  2. Ask user to log in - Verify new permissions work
  3. Test specific action - Have user test new capability
  4. Check audit log - Confirm change recorded

Test Scenarios by Role

After upgrading to Advertiser:

  • Can create new campaign
  • Can edit existing campaigns
  • Can view all reports

After downgrading to Analyst:

  • Cannot edit campaigns
  • Can still view all reports
  • Cannot access billing

After changing to Finance:

  • Can view invoices
  • Can view payment methods
  • Cannot view campaigns

Documentation Requirements

Update Access Log

## Access Change Record

Date: 2025-12-24
Action: Role Changed
User: john.smith@company.com
Previous Role: Advertiser
New Role: Admin
Ad Account(s): 12345678-1234-1234-1234-123456789012
Changed By: admin@company.com
Reason: Taking over account management and billing
Manager Approval: Jane Doe (Marketing Director) - 2025-12-23
Duration: Permanent

Capture Screenshot

Screenshot should show:

  • User's email
  • New role
  • Date of change
  • Changed by (your username)

Notify User

Template email:

Subject: Snapchat Ads Access Updated - [Account Name]

Hi [Name],

Your access to our Snapchat Ads account has been updated:

Previous Role: [Old Role]
New Role: [New Role]
Account: [Account Name]
Effective: Immediately

What This Means:
[Describe new permissions/restrictions]

New Capabilities:
- [List what they can now do]

Removed Capabilities (if applicable):
- [List what they can no longer do]

If you have questions about your new role, please contact:
[Contact name and email]

Thanks,
[Your Name]

Troubleshooting

Issue: Can't Change Role

Possible Causes:

Cause Solution
Not an admin yourself Ask another admin to make the change
Last admin in account Add another admin first before demoting
User is Business Admin Change in Business Manager, not Ads Manager
Insufficient permissions Verify you have admin access

Issue: Changes Not Appearing

Solutions:

  1. Hard refresh browser (Ctrl+F5 or Cmd+Shift+R)
  2. Clear browser cache
  3. Log out and log back in
  4. Wait 5-10 minutes for propagation
  5. Try different browser

Issue: User Can't Perform New Actions

Troubleshooting:

  1. Verify role change saved correctly
  2. Check user is in correct ad account
  3. Have user log out and back in
  4. Verify specific permissions enabled
  5. Check if asset access also needed

Best Practices

Security

  1. Minimize admins - Only 1-2 admins per account
  2. Review regularly - Audit roles quarterly
  3. Document reasons - Record why changes were made
  4. Approval process - Require manager sign-off
  5. Temporary elevation - Revert elevated access promptly

Process

  1. Plan changes - Don't make impulsive role changes
  2. Communicate first - Notify user before changing
  3. Test after change - Verify new permissions work
  4. Update documentation - Keep access logs current
  5. Schedule review - Add to next audit cycle

Change Management

## Role Change Workflow

1. Request submitted with justification
2. Manager reviews and approves
3. Admin reviews technical feasibility
4. User notified of pending change
5. Change executed
6. User confirms new access works
7. Change documented in access log
8. Added to next audit review

Common Workflows

Workflow: Quarterly Access Review

1. Export list of all users and roles
2. Review with department managers
3. Identify role changes needed
4. Get approval for changes
5. Execute changes in batch
6. Notify all affected users
7. Document all changes
8. Update next review date

Workflow: Employee Transfer

Employee transferring from Marketing to Analytics team

1. Review current access (Advertiser role)
2. Confirm new role needs (Analyst role)
3. Get approval from both managers
4. Change role to Analyst
5. Remove pixel editing access
6. Verify can still view reports
7. Notify employee and managers
8. Document change

Next Steps

After updating access:

  1. Monitor usage - Ensure new role is appropriate
  2. Gather feedback - Ask if permissions are sufficient
  3. Schedule follow-up - Check in after 30 days
  4. Update documentation - Keep access records current
  5. Plan next review - Add to quarterly audit

Resources

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