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Access should be usable and reversible
- Map permissions to operating roles, not to personalities.
- Review access on a schedule and after any team or partner change.
- Make removal rules as clear as grant rules.
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Roles
Start with role-based access, not ad hoc invites
Grant access by operating responsibility: owner, operator, analyst, finance reviewer, partner or client observer. When the role is clear, permission changes stay cleaner over time.
- Owner: Final control, structural changes, emergency recovery
- Operator: Campaign work, routine optimisation, asset checks
- Analyst: Reporting visibility without unnecessary control
- Finance: Billing review and payment visibility where appropriate
Matrix
A simple permission review matrix
| Role | Needs | Should avoid |
|---|---|---|
| Owner | Structural control and emergency access | Daily campaign clutter |
| Buyer | Campaign edits and diagnostics | Unneeded finance authority |
| Analyst | Measurement and reporting visibility | Publishing permissions |
| Partner | Time-bound scoped access | Permanent legacy permissions |
Review
When access should be reviewed
Review permissions after onboarding, after role changes, after major campaign phases and before any client or partner offboarding. A review is useful only if someone is accountable for removing what is no longer needed.
Good review habits
- Use named owners for each account and asset group.
- Keep a changelog for elevated permissions.
- Make offboarding a standard step, not a special event.
Offboarding
How to remove access without disruption
Before removing access, confirm ownership continuity, backup visibility and any tasks that still depend on the user or partner. Then remove elevated roles first and archive the review trail.
FAQ
What causes the biggest permission problems?
Unclear role design. Teams invite people quickly and only later realise control and visibility are too mixed.
How often should we review access?
At minimum after onboarding, role changes and offboarding. High-change teams may need a monthly review rhythm.
Should clients get the same permissions as operators?
Usually no. Client visibility and operator control often need different scopes.
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