Easy Guide On How To Get Access To Facebook Ad Account In 2024

Whether you are hiring a marketing agency or working for an agency looking to manage and optimize ads for clients, knowing how to give agency access to Facebook ad account is a must. In this article, I will guide you through the simple process of requesting or granting access to a Facebook ad account.

How To Give Agency Access To Facebook Ad Account In 2024?

There are two main approaches for an agency and a business to manage a Facebook ad account together.

• First, the agency can request access to the Facebook ad account of that business. An agency can request individual access to an ad account, or partner access to the client’s business portfolio.
• Second, the business can assign the agency access to their Facebook ad account. Similarly, a business can grant access to an ad account only, or partner access to its business portfolio.

The process is relatively easy and takes only a few clicks. I will show you how to do it step by step. 

How to request access to Facebook ad account (For agencies)

As for agencies, you can request access to a client’s Facebook ad account to use it on behalf of them. 

Here is how to get access to Facebook ad accounts as an individual.

• Go to Meta Business Manager at https://business.facebook.com/, then click on the Settings icon next to the Business Portfolio you want to use to request access to the client’s ad account.
• In the Settings menu on the left, select Accounts, then choose Ad Accounts
• Click Add

• Then, select Request to share an ad account

• Enter your client’s Ad account ID (contact them for this), then select Next

• Now, you need to select roles that fit your needs. For example, here I select Manage ad accounts to have full control. Click Confirm.

• Your request is sent

• Then, ask your client to go to Meta Business Settings to review your request and accept it. 

That’s it! Pretty simple, right? As soon as the request is accepted, you will see the ad account of your client in your Business Manager. You will have the right to create and edit campaigns, view performance, and more.

How to request a partner access to a business portfolio (For agencies)

A business portfolio, previously called a Meta Business Account, or sometimes a Business Manager account, is a centralized hub that connects business pages, ad accounts, and other business assets so that you can manage all of them in one place.

Once you get access to a Facebook business portfolio, you will be able to see the business assets they share with you in this portfolio.

Before requesting, you need to contact your client for their business portfolio ID, contact name, and contact email.

Note: You can instruct your client to find their business portfolio ID in the Business portfolio info page:

Below is the full-step guide on how to get access to Facebook ad accounts and business assets as a partner.

• Go to your Meta Business Manager, select the Business Portfolio you want to use to ask for access to your client’s business portfolio, and click on the Settings icon next to it. 
• In the Settings menu located on the left side of the screen, select Partners
• Click the Add button below Partner to request access from

• Choose Get Started

• Fill out the popup form with partners contact info and partnership info, then select Next: Request asset types

• Select types of assets (such as pages and ad accounts) and permissions (partial or full control) as you want, then choose Next: Confirm and review

• Review your request before you Send it to your client

• Now, ask your client to check for an email from the Business Manager. Tell them to click on View in Business Manager, choose specific assets and levels of permissions to share, then confirm. 

Now, you will have access to your client’s pages and Facebook ad accounts in this business portfolio.

>> Related: What Is An Ad Account In Facebook? A Complete Overview

How to grant access to Facebook ad account only (For businesses)

Granting an agency staff or consultant access to your Facebook ad account is super easy by using Ads Manager.

One thing to note is that you need to add this person as a friend on Facebook.

Here’s how to give access to ad account on Facebook. 

• Go to Ad account setup in Ads Manager
• Scroll down to Ad account roles, then select Add people

• Type the Facebook account name of the person in your friend list that you want to grant access to

• Select their role in the dropdown menu, then Confirm

There are three roles to choose from, which are: ad account admin, ad account advertiser, and ad account analyst. The table below shows what each role can do with your ad account. You should select the suitable role based on your needs. 

How to give partner access to a business portfolio (For businesses)

In business settings, I suggest you should share partner access to the agency or consultant you hire so that they can help you manage other business assets as well. 

Before starting, you need to have the business ID of this agency.

Then, you can do as follows: 

• Go to your Meta Business Manager, select your Business Portfolio, then click on the Settings icon next to it. 
• In the Settings menu, select Partners below Users
• Under Partner to share assets with, click Add

• Paste the business ID of the agency you hire

• Click Next
• Select specific business assets (such as pages and ad accounts) to assign to the agency, as well as a level of permissions for each asset. You can grant them full or partial control.
• Select Save changes

That’s all, folks! You have successfully given agency access to your business account!

>>> Related: How To Activate Facebook Ad Account In 2024: 5 Effective Ways

Summary

This article has equipped you with a complete guide on how to get access to Facebook ad account, as well as how to give agency access to your Facebook ad account and other business assets. If you encounter any difficulties in this process, don’t bother to contact GDT Agency. Our support team is available to answer your queries.

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