Step-by-step guide
Last updated: August 2026
Have these ready — it's what onboarding stalls on:
Grant the minimum the work needs. On LinkedIn Ads, the levels are:
| Access level / role | What it can do |
|---|---|
| Account manager | Full control of the ad account including users and billing. |
| Campaign manager | Create and manage campaigns; no user/billing control. Usual agency level. |
| Creative manager | Manage creatives only. |
| Viewer | View campaigns and reports. |
| Billing admin | Manage billing and payments. |
1–2 minutes in Campaign Manager; access is immediate once you add and save.
Open Campaign Manager → Account settings → Manage access and grant the access — a few minutes.
Accept and confirm from their side, then start work.
Access is granted when:
The most common problems and how to fix them:
They must have a LinkedIn account; search by the exact name on their profile or their email.
Edit the user under Manage access and change the role — no need to remove and re-add.
You assign a role to the agency's own LinkedIn identity — no password shared. Remove or change the role anytime from Manage access.
Everything above is why agencies switch to a single link. HandItSafe requests exactly this LinkedIn Ads access for you — the client approves through LinkedIn Ads's official process in about three minutes, no password shared, and keeps a panel to remove it anytime. When the engagement ends, removing access is one tap with a full log.
FAQ
No. You assign the agency a role on the ad account using their own LinkedIn identity.
Campaign Manager to build and run ads; Account Manager to also manage billing and users.
Yes, from Manage access. HandItSafe surfaces it in the client panel.
Campaign manager to build and run ads. Account manager only if they must manage users and billing too.
Only if the agency manages your LinkedIn billing. Otherwise keep Billing admin to yourself.
Keep reading
HandItSafe requests exactly this access in one link. No passwords. Your client keeps a panel to remove it anytime.