Congratulations! You’ve hired an expert digital marketing team to help you take your Facebook advertising and social media to the next level using Meta Business Suite.
BUT…
Before you get to see the amazing results from social media campaigns, there is one thing you MUST DO…
Provide Facebook ads account access to your agency!
While you may be scratching your head about how to do so, the steps are fairly simple. We’re about to walk you through them from start to finish, so follow along, and you’ll be done in the blink of an eye.
First Things First…
Do you have a Business Manager account associated with your Facebook Ads account? We highly recommend setting up a Business Manager account as it allows you to:
- Manage accounts, advertising, pages, and applications from a single location
- Manage multiple accounts at the same time
- Provide your team/agency members different levels of access privileges, according to their role/needs
- Organise all reporting in a single location
- Partner more easily!
If you haven’t already signed up for Business Manager, take the following steps to get started with this important tool:
- Visit business.facebook.com.
2. Select Create Account.
3. Enter the name of your Business Manager (business name).
4. Enter your name and work email address.
5. Select the primary Page you’ll be using for your Business Manager by typing its name into the Search box and clicking on the appropriate page.
6. Finally, you’ll want to add a Facebook Ads account to your Business Manager by typing your Ads account name in the Search box and clicking on it when it appears in the search results.
Well done, you have successfully created your Facebook Business Manager account and added your company Facebook page.
You’ve also created your Business Manager, added your company Page and Ads account, and now you’re ready to share access with your agency partner!
Next Steps…
Now that you’ve created your Business Manager, it’s time to get into the nitty gritty of providing your agency Facebook Ads account access…
So let’s get down to it!
- Start by going to business.facebook.com. This will bring you to your Business Manager page.
- In the top right corner, click on Business Settings.
- When you scroll over the menu icons (the blue “people” icon and the grey icons beneath it), your Settings menu will open up. Click on Ad Accounts to assign a partner.
- Select the account that you want to add a partner/provide access to. Then, in the top right corner,
- click on Assign Partner.
- This will open a new panel in which to enter your partner’s information.
You’ll typically want to select the role of Admin for your digital marketing agency, as they’ll need it to effectively handle your advertising.
If you’re curious as to what each of the roles allows access to, let’s take a quick look:
Admin —
Admins have full control over your advertising account. They’ll be able to create ads and post and manage your page. This is the access you should only give to a trusted partner, like your digital marketing agency.
Advertiser —
If you have an in-house marketing team, you may choose to select this option. This gives the partner full Facebook ads account access to advertising capabilities but doesn’t allow them to make changes to billing info or post to your page. In this case, you’ll be responsible for updating this information, and if a problem comes along, your campaigns may be paused until you can handle the issue.
Analyst —
Analyst access can see everything going on behind the scenes of your advertising but can’t actually make changes to anything.
- Once you’ve selected the Role for your partner, you’ll be provided a link to share with them. This is one of the ways you can provide access. The second way to provide access is by clicking on the blue words – “Connect your business account using your partner’s business ID instead.”
- When you click on this blue link you’ll be met by a new popup asking for your agency’s partner ID. Your agency will provide you with their ID (it’s at the end of their Business Manager URL).
- Enter the agency’s ID number and click Connect.
At this point, both you and your agency will receive a notification that they have your Facebook ads account access and they can begin managing your advertising.
Providing Facebook Ads Account Access to Your Page(s)
You’ll also want to provide access to your Page(s) to allow your agency full access to effectively manage your advertising. To do so:
- Open your Business Manager.
- Click on Business Settings.
- Scroll over the icons on the left to fully open the Settings Menu.
- Click on Pages.
- In the top right, click on Assign Partner.
- This will open a new panel to enter your partner’s information.
Note: Again you’ll typically want to select the role of Page Advertiser for your agency as they’ll need it to effectively handle your paid social media ads.
- Once you’ve selected the Role for your partner, you’ll be provided with a link to share with them. This is one of the ways you can provide access. The second way to provide access is by clicking on the blue words – “Connect your business account using your partner’s business ID instead.”
- When you click on this blue link you’ll be met by a new popup asking for your agency’s partner ID. Your agency will provide you with their ID (it’s at the end of their Business Manager URL).
- Enter this number and click Connect
At this point, you and your agency will receive a notification that they have access to your account and can begin managing your advertising.
- Enter their name in the search box and select your agency.
- Select their Role (Admin, Advertiser, Analyst).
Final Thoughts on providing Facebook ads account access…
This is a step-by-step guide to providing Facebook Ads account access to your digital marketing agency, but if you get stuck, don’t hesitate to ask for assistance. Your agency will be able to help you overcome any obstacles you may encounter.
Here’s to your most profitable year of Facebook advertising yet!
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