Meta Business Accounts
For many businesses, running Meta ads can be a daunting task. The idea of managing ads and social media accounts, and working to understand the statistics surrounding the campaigns is a scary thought. But in order to successfully run ads for your business, your marketing company will need access to your Meta business account.
It’s important to share Meta access correctly for a smooth and effortless transition to quickly start optimizing and managing your ad campaigns, and other assets. Facebook Business Manager offers a convenient solution for granting access to others without compromising your password. Here’s how we recommend sharing access to your Meta account for the most successful and seamless transition.
How to Share Meta Access with a Partner
To share Meta Access with a partner, follow these simple steps:
- Log into your Meta Business Account. On the left-hand side of the screen, make sure the account you want to grant access to is selected in the drop-down box.
- Underneath that box, go to the Users drop-down and select “Partners.”
3. Once on this tab, you’ll see any previous partners you’ve shared Meta partner access with. Click on the “Add” button and select “Give a Partner Access to Your Assets” to add a new partner.
4. A new window will appear. Add the business ID given to you by your agency or partner.
5. A list of your Meta assets will appear on the screen, including any pages and ad accounts that you own. It automatically opens to the Pages option.
6. In the middle column, look for the page you’d like to share with your consultant/agency/partner, and click on the bubble next to it. Then in the right-hand column, select the access we will need in order to run your ads — “Ads” and “Insights.”
7. Click on Ad Accounts in the left column and select the ad account you’re sharing access to. In the right-hand column, select “Manage Ad Accounts” to give them access to your ads.
8. If you have any existing catalogs, select the Catalog option on the left and the catalogs you’d like to give them access to. Then select the “Manage Catalog” option on the right.
9. Move down to the Pixels option in the left column. In the middle column, select the Pixel that you are granting access to, and in the right column, toggle on the “Manage Pixels” option.
10. Last, select Instagram Accounts on the left, and in the middle select the Instagram account you’re sharing with them. Then select the “Ads” and “Insights” options on the right.
11. Then click the “Save Changes” button.
12. A new window will pop up asking “How Will You Work With partner name eg. Impressive USA?” Select all three options that appear and click next. This will give them the access needed to run your ads.
Following these simple steps will grant your partner the necessary access to ensure successful collaboration in managing your ads and optimizing your campaigns to help your brand shine in its best light.
FAQ’s
What is Meta ad account access sharing?
Meta ad account access sharing refers to the process of granting someone else permission to manage or view your ad account, allowing them to create, edit, and monitor ad campaigns on your behalf.
Can I share my Meta ad account with multiple people?
Yes, you can share your Meta ad account with multiple people. You can invite multiple individuals or partners by entering their email addresses during the access sharing process.
What permissions can I grant to someone when sharing my Meta ad account?
Meta provides different levels of access permissions when sharing ad account access. The available permissions include:
- Admin: Full access to manage the ad account, including adding or removing people and changing account settings.
- Advertiser: Access to create and manage campaigns, view insights, and edit ads within the assigned ad account.
- Analyst: Access to view campaign performance and insights but cannot make any changes or create new campaigns.
Is it safe to share my Meta ad account access with others?
Sharing Meta ad account access is generally safe if you trust the person or entity you are granting access to. However, it’s important to exercise caution and only share access with individuals or partners you know and trust. It’s also recommended to regularly review and monitor the activity on your ad account to ensure its security.
What are the different types of Meta Ad accounts?
There are two main types of Facebook Ad accounts: personal ad accounts and business ad accounts. Personal ad accounts are tied to an individual’s personal Facebook profile, while business ad accounts are associated with a Meta Business Manager and can be used by multiple people within an organization.
If you’re looking for a new partner to manage your ad campaigns, check out our services to see how we can help!
