Pre-Built Role Templates
Stop reinventing access every time you onboard someone. Define standardized role blueprints once — Media Buyer, Analyst, Campaign Manager — and every onboarding follows the exact same access pattern. Consistent, secure, repeatable.
Media Buyer
6 platforms · Editor access
Analyst
4 platforms · Viewer access
Campaign Manager
8 platforms · Admin access
Creative Director
5 platforms · Editor access
Media Buyer Template
The problem
Without role templates...
Inconsistent access levels
Every onboarding is a guess. One media buyer gets admin access, another gets editor, a third is missing platforms entirely. No two setups are alike.
Over-provisioning is the default
When in doubt, people give more access than needed. Without clear templates, junior team members end up with admin permissions they don't need.
No standardization across clients
Each client account is set up differently. There's no single source of truth for what a Media Buyer should have access to across your agency.
Key Benefits
What makes it powerful
Pre-Built Templates
Media Buyer
6 platforms · 12 users
Analyst
4 platforms · 8 users
Account Director
3 platforms · 4 users
Template library for common roles
Start with pre-built templates for the most common agency roles — Media Buyer, Analyst, Campaign Manager, Account Director — and customize them to your agency's needs.
Template Builder
New: PPC Specialist
Custom template
Custom template builder
Build templates from scratch for specialized roles unique to your agency. Define exact platform access, permission levels, and conditional rules per client type.
Version History
Version control & change history
Every template change is versioned. See who modified a template, what changed, and roll back if needed. Templates evolve safely as your agency grows.
How it works
Step by step
Choose or create a template
Browse the pre-built template library or create a custom template. Each template defines what platforms and permission levels a role should have.
Define platform permissions
For each platform, set the exact permission level — Viewer, Editor, Admin. Set conditional rules for different client types or tiers.
Assign to roles
Link the template to job roles in your agency. When someone with that role is onboarded, the template is applied automatically.
Deploy consistently
Every onboarding uses the same blueprint. No more guessing what access someone needs — the template handles it all, every time.
Explore related capabilities
Discover features that work seamlessly with Pre-Built Role Templates.
One-Click Provisioning
Role templates power one-click provisioning. Select a template, assign a person and client, and access is provisioned instantly.
Learn moreLeast-Privilege Enforcement
Templates enforce least-privilege by design. Every role gets exactly the access they need — nothing more.
Learn moreAccess Certifications
Periodically review and certify that role templates still match actual access. Catch drift before it becomes a problem.
Learn moreStandardize access across your agency
See how pre-built role templates eliminate inconsistent access and ensure every team member gets exactly the right permissions from day one.