- Requested by: [name, role and agency].
- Client and account: [the exact ad account, store or tool, with its ID].
- Level requested: [read, draft or apply, and why no higher level is needed].
- Reason: [one sentence on the task this grant serves].
- Start and end date: [no open-ended grants; a fixed end date is required].
- Approved by: [the client owner, with the date and the channel used].
- Logged by: [who entered the grant in the register].
Rules
- Grant the lowest level that does the task.
- Give each person their own grant. Never share a login.
- Remove the grant on the end date, and note the removal in the register.
Made-up scenario: Dana, a made-up analyst, asks for draft level on a client's ad account for two weeks to prepare a test. The client owner approves by email on Monday. The grant ends on the fourteenth day and the removal is logged.