Varying permissions are required on an ad account to view, create, or manage Lead Gen Forms. You'll also need LinkedIn Page admin to receive email notifications, download leads, or integrate your Lead Gen Form with your CRM.
Review the chart below to see the actions available to you based on your ad account role. You’ll also be able to view if a Page admin role is needed to complete an action.
| Ad account roles | Page admin roles | ||||
|---|---|---|---|---|---|
| Viewer or creative manager | Campaign manager or account manager | Lead Gen Forms manager, super admin, content admin, curator, or analyst | |||
| View Lead Gen Forms | ✓ | or | ✓ | ||
| Create Lead Gen Forms | ✓ | ||||
| Edit Lead Gen Forms | ✓ | ||||
| Duplicate Lead Gen Forms | ✓ | ||||
| View performance reporting | ✓ | or | ✓ | ||
| Send a test lead | ✓ | or | ✓ | ||
| Download leads | ✓ | or | ✓ | and | ✓ |
| Integrate leads with a marketing automation/CRM system | ✓ | or | ✓ | and | ✓ |
Related Tasks
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