**This post was originally published in February 2019 and last updated in July 2021.**
Facebook is no exception and even has two different accounts that require granted access before you can get to work.
Here is how to setup the Business Manager, ad account and Page you will need in place and then how to gain access to those properties.
Account Creation and Setup
1. Facebook Page
Most businesses these days have a Facebook Page. However, for new companies or startups, make sure the Page has been created. If it has not, you’ll need to have your client go through the creation process here.
As of June 30, 2021, there is a new Page option that is may or may not be available, depending on where you are located. Here is more about the ‘Classic Page‘ as Facebook calls it.
If you want to switch back to the classic Page from the new experience, there is more information about that here.
2. Facebook Business Manager
The account will need to be upgraded to Business Manager. It’s fairly simple to upgrade, just follow these instructions. It is important to mention that once an account has moved over to Business Manager, this cannot be reversed.
This might be obvious but the person setting up the Business Manager will need to have a personal Facebook account to confirm their identity.
Business Manager allows multiple companies and users to manage the page, ad account, apps, Instagram accounts, WhatsApp accounts and more without having to be friends on Facebook.
I have had some smaller businesses have some concerns about upgrading to Business Manager, but overall, this is the easiest way to manage your advertising on Facebook and Instagram.
3. Ad Account Setup
Follow the instructions here on how to create a new ad account.
Ad Account Access Levels
This level allows users to view ads and access reports but make no changes to the account.
This allows users to view ads, access reports and create and edit ads.
This does everything the 2 prior levels can do plus the ability to edit payment methods and “manage admin permissions” which means they can add and remove users.
To get more information on these roles, check out this post on permissions.
Page Access Levels
**This is something that has changed since the original publication date of this post.
For the New Pages experience, instead of Page roles, people can have Facebook access or task access to help manage a Page.
Here is how Facebook breaks down those roles:
In order to give or remove access to Facebook, task access to the Page or linked Instagram account, you’ll need full control. More information about these roles and access levels is available here.
Facebook Page Access
Requesting Page Access
To start the process, go to Business Settings in the hamburger dropdown of Business Manager.
In the left navigation, go to Accounts > Pages.
Click the Add button and select “Request Access to a Page”.
Enter the Facebook Page name or URL and click “Request Access”.
This will send a request to the client that will need approval before this process is finished. Here is how to instruct your client to grant access.
Assigning Page Access OR Ad Account via Email Address
If you want to grant access to your Facebook Page OR Ad Account for a specific email address, follow these instructions.
This is something that has changed since the publication of this post.
Open Business Settings in Business Manager.
Click People > Users.
Click the blue “+ Add” button.
Enter their email address and select the business role and click “Next”.
Select the Pages (New Pages Experience vs Classic Pages), Ad Accounts, Catalogs, Apps and/or Pixels that you want to grant access to as well as the access level. Click Invite.
To accept an invitation to Business Manager, follow these directions.
Facebook Ad Account Access
Assigning Access to an Ad Account
In Business Settings, head to People or Partners, depending on if you’re adding a Partner agency or individual folks.
To ask for access, click the Add button followed by ‘Ask a partner to share their assets.’
Click Get Started and fill in the applicable information.
The business ID is found in Business Manager under Business Info.
Granting access to an individual user is similar to the process for a Facebook Page. Go back to Users and select People.
Click the blue Add button. Enter their email address along with what role you want them to have. Click next
Select their task access along with the Page, Ad Account, Catalog, App or Pixel.
Requesting Access to an Ad Account
Head to Accounts > Ad Accounts in Business Manager and click the blue “+ Add” button. Select “Request Access to an Ad Account”.
You’ll need to know the ad account ID to enter it on the next screen.
This information can be found by looking at the “Account #:” information in Ads Manager.
Someone will access to the account will need to approve your request before access is active.
If you would like how to get access to other channel accounts, check out these posts:
- How to Get Pinterest Access as an Agency
- How to Get Twitter Access as an Agency
- How to Boost Instagram Posts as an Agency
We’d love to hear your thoughts and tips in the comments!