Role-Based Templates
Pre-configured role templates so media buyers get media buyer access, analysts get analytics access, and campaign managers get campaign management access. No guesswork, no over-provisioning, just the right access for every role.
Media Buyer
4 platforms · Editor access
Analyst
4 platforms · Viewer access
Campaign Manager
6 platforms · Admin access
The problem
Without role-based templates...
Guessing what access someone needs
Every onboarding becomes a guessing game. Managers ask around, check old emails, or just copy another person's access — which may be wrong too.
Over-provisioning is the default
When in doubt, people give more access than needed. Analysts end up with admin permissions, interns get billing access, and security risks grow silently.
Inconsistent role setup
Two media buyers on the same client end up with completely different access levels. There is no standard, no blueprint, and no way to enforce consistency.
Key Benefits
What makes it powerful
Template Library
Pre-configured for every agency role
Templates are built for the roles your agency actually uses — Media Buyer, Analyst, Campaign Manager, SEO Specialist, and more. Each template defines exactly which platforms and permission levels are needed.
Media Buyer Template
Consistent access across the board
Every person with the same role gets the same access. No more discrepancies between team members, no more one-off permissions that nobody remembers.
Quick Assign
One-click assignment
Select a template, assign it to a team member and client, and you are done. AccessHive handles the provisioning across every platform the template covers.
How it works
Step by step
Choose a role template
Browse the template library and select the role that matches the team member's function. Customize templates or create new ones from scratch.
Assign to team member & client
Select the person and the client account. The template automatically maps to every platform connected to that client.
Access provisioned automatically
AccessHive provisions the exact access across every platform defined in the template. The team member is ready to work immediately.
Explore related capabilities
Discover features that work seamlessly with Role-Based Templates.
Self-Service Access Requests
Let account managers request access through a simple form. Templates pre-fill the role and platform details automatically.
Learn moreClient Onboarding Kit
Provision an entire team for a new client using role templates. Every team member gets the right access from day one.
Learn moreInstant Approval Workflow
Template-based requests route to the right approver automatically. Approve via email, Slack, or dashboard.
Learn moreThe right access for every role, every time
Stop guessing what access each team member needs. Role-based templates ensure consistent, secure provisioning across every client platform.