Step-by-step guide
Last updated: August 2026
Have these ready — it's what onboarding stalls on:
Grant the minimum the work needs. On Mailchimp, the levels are:
| Access level / role | What it can do |
|---|---|
| Owner | Full control including billing. Keep this. |
| Admin | Manage most settings and users. |
| Manager | Create and send campaigns, manage audiences. Usual agency level. |
| Author | Create content but not send. |
| Viewer | View reports only. |
1–2 minutes to invite; the agency accepts the email invitation.
Open Account → Settings → Users → Invite a user 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:
The agency must accept the emailed invitation; resend if needed.
You need Owner or Admin.
The agency is invited by their own email at a permission level you choose — no password shared, removable anytime.
Everything above is why agencies switch to a single link. HandItSafe requests exactly this Mailchimp access for you — the client approves through Mailchimp'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. The agency is invited by their own email at a permission level you choose.
Manager or Author to create and send; Viewer for reporting only.
Yes, from Users. HandItSafe shows it in the client panel.
Manager to create and send; Author if you want to approve before sending.
Yes — and it keeps a record of who sent what, which a shared login can't.
Keep reading
HandItSafe requests exactly this access in one link. No passwords. Your client keeps a panel to remove it anytime.