Correctly managing a Facebook Ads account for advertising can be extremely profitable. However, in order to manage it effectively, you may need to hire an expert agency – if you are not an expert yourself, this will save you time and maximise your potential.
In order for an agency to manage your account, you’ll need to to grant them access to it. There are 2 ways to do this, each of which are explained in the steps below – please note that we mainly focus on using a Facebook Ads Business Manager Account, although at the end of the post we will show you how to provide access even if you don’t have this type of account.
We recommend setting one of these accounts up, as they bring several benefits, such as:
Follow these steps to set up an account if you don’t already have one.
STEP 1: Go to business.facebook.com. Click on ‘Create Account’ and enter the name of your business manager. Then enter your own details – name and email address.
STEP 2: In the ‘Pages’ box at the top of the page, type in the name of the Primary page you’ll be using and click on it when it appears in the search.
STEP 3: In the ‘Ad Account’ section, just below the pages section, type in the name of your Facebook Ads account in the search box, and click it when it appears to add it to your Business Manager. Congratulations – you’re all set!
Now that your Business Manager account is set up, you’re ready to grant access to it. Simply follow the steps below.
STEP 1: Visit your Business Manager page at business.facebook.com. Click on ‘Business Settings’ in the top right-hand corner. Scroll over the menu icons (the blue icon of a person and the grey ones beneath it), and your settings menu will open. Here, click on ‘Ad Accounts’, and select the account that you want to provide access to. In the top right-hand corner, click on ‘Assign Partner’.
STEP 2: This will open up a box in which to enter the agency’s information and assign them a role. Usually you’ll want to make them an admin, as this will give them full control of the account, enabling them to adjust billing info, create ads and post on/manage your page. Alternatively, you can assign them as Advertiser (they can advertise but can’t post or change billing details) or Analyst (they can see what’s going on but they can’t edit anything).
STEP 3: Once you’ve assigned the role, you can share a link with them to provide access to the account. Alternatively, you can click on the link that says ‘Connect your business account using your partner’s business ID instead’ at the bottom of the page. If you do click the link, you’ll be asked for your agency’s partner ID, which can be found at the end of their business manager URL. Enter their ID number and click ‘Connect’. The agency will now be free to manage your advertising.
In order to give your agency the full scope of access, you may also want to grant them access to your Pages. Follow the steps below to do this.
STEP 1: Open Business Manager and click on ‘Business Settings’. Scroll over the icons on the left and click on ‘Pages’.
STEP 2: In the top right-hand corner, click on ‘Assign Partner’, and this will open a box that requires your partner’s information. Select the role you want to assign them (see above for details of the roles again), and you will be sent a link. You can do the same as Step 3 above in order to finish granting access to your Pages.
If you want to provide access but don’t have a Business Manager account, we have provided details on how to do this below.
STEP 1: Access your Ads Manager in Facebook Ads. Click on the menu in the top left-hand corner, and hover over ‘All Tools’ to open the menu. Now, click on ‘Ad Account Settings’.
STEP 2: Click on ‘Account Roles’, then click ‘Add User’ (they’ll need to be in your friends list for this). Type their name in the search, then select your agency. Now choose their role and click ‘Submit’.
Congratulations, you’re now on your way to realising your potential with Facebook Ads! Looking for more tips on how to share access to different accounts? Check out our blog here.