Email & CRM · Integration
Last updated: August 2026
Mailchimp user levels — the agency is invited by email with a permission level. You'll find it under Account → Settings → Users → Invite a user. The client keeps ownership of Mailchimp accounts; the agency is granted only what you assign.
Grant the least access the work needs. Here's what each level on Mailchimp can do:
| 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.
The agency is invited by their own email at a permission level you choose — no password shared, removable anytime.
Every step above is why agencies move to a single link. HandItSafe requests exactly the Mailchimp access you need — the client approves it through Mailchimp's own process in about three minutes, no password shared, and keeps a panel to see and remove access anytime. That visibility is why clients approve faster, and it makes offboarding a one-tap job later.
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.
HandItSafe requests exactly this access in one link. No passwords. Your client keeps a panel to remove it anytime.