Why Permissions Matter When Adding Data Sources
To connect external platforms (like Facebook, Google Ads, or LinkedIn) as data sources in Whatagraph, your user account must have the appropriate permissions within those platforms.
Without the correct role or access level, you may encounter errors when trying to connect or pull data.
Important: Whatagraph cannot bypass platform-level restrictions. Permissions must be granted directly in the external tool you want to connect.
Required Permissions by Platform
Below is a breakdown of the most popular integrations and the minimum permissions needed to successfully add them as data sources in Whatagraph.
Facebook Ads
Required Role: Any role is acceptable
Access Requirements:
Must have View Performance permissions
Must have access to the Business Account or Business Asset Group associated with the Ads account
Instagram Business
Required Role: Any role is acceptable
Access Requirements:
Must have a Facebook Page linked to the Instagram Business account
Must have Insights permissions on both the Instagram Business account and the linked Facebook Page
Must have access to the Business Account or Business Asset Group where the Instagram account is managed
Important: Missing any of these will result in incomplete or failed connection attempts.
LinkedIn Page
Required Role: Super Admin of the LinkedIn Page
Important: Other roles like Content Admin do not grant enough access to retrieve analytics data.
LinkedIn Ads
Required Role: Any role is acceptable
Access Requirements:
Must be a Page Admin of the associated LinkedIn account
Must have access to the ad account in LinkedIn Campaign Manager
YouTube
Required Role: Any role is generally acceptable
If using YouTube Studio:
Only a user with the Owner role can connect the account to Whatagraph
Note: Viewer and Manager roles granted via YouTube Studio will not allow data source connection.
Google Analytics 4 (GA4)
Required Role: Any role is sufficient
Google Ads
Allowed Roles: All roles except:
Ad Exchange Manager
Legal Manager
Additional Requirement:
Access level must be more than email-only
Mailchimp
Required Role: Any role is acceptable
Amazon Advertising
Account Type Required:
Must be a Seller or Vendor account
Agency accounts are not supported
ActiveCampaign
Required Role: Must have access to view accounts or campaigns
Google My Business
Access Requirements:
The listing location must be Active
Must not have any pending re-verifications
Klaviyo
Required Permission: Must have List permission granted
LinkedIn Organic
Accepted Roles:
Administrator
Analyst
Curator
Content Administrator
Lead Capture Administrator
Reddit Ads
Required Action:
Contact your Reddit Ads representative to enable Reddit Ads API for your account
Shopify
Plan Requirements:
Legacy and Basic plans may lack API access
Must use Shopify Plus or Advanced plans
StackAdapt
For Legacy Accounts:
Requires a RestQL token
For New Accounts:
Requires a GraphQL token for a single advertiser
Adform
Assigning the Correct Permissions
The
integrations@whatagraph.comuser must be assigned either an Advertiser or Agency role under the Buyer Solution category
Essential Permissions
External API Access:
Must be enabled for the Whatagraph user.Important: You may need to contact Adform support to activate this.
Data Access:
Manage Advertisers
Manage Assets & Banners
Client Access
Ensure the Whatagraph user is granted access to the specific client accounts
Note: If Admin rights are not granted, they must be manually configured for each client.
The Trade Desk
Essential Account Prerequisites
Before connecting to Whatagraph, ensure you have:
API Credentials
Must be obtained from your Tradedesk Account ManagerDedicated API User Account
Important: This differs from a standard UI user. Even full UI access does not guarantee API permissions.
Important: This differs from a standard UI user. Even full UI access does not guarantee API permissions.
Required Permissions for Connection
API access to My Reports endpoints
Token Generation permissions
Partner-level and Advertiser-level access
Access to report templates (e.g.,
reach_and_frequency,ad_group_performance)CRM Data Management Upload access
Note: Check via api.thetradedesk.com/v3/termsandconditions. Request an upgrade if access is missing.