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.
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
Page access is much more in-depth and detailed than the ad account roles. It’s easier to depict with a table like the one below.
The most important thing for paid social managers here is that you have Advertiser-level or above in order to make sure you can create ads, promotions and boost posts.
For more information on these roles, here is the help page.
Facebook Page Access
Requesting Page Access
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 via Email Address
If you want to grant access to your Facebook Page, follow these instructions.
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, Ad Accounts, Catalogs and Apps that you want to grant access to as well as the role. Click Invite.
Accepting Page Access Requests
Open your Page and click Settings in the right corner and select Page Roles.
Click “Give (name) access to my Page.”
Click “Approve Request”.
The user approving the request may be asked to re-enter their password to confirm:
Once this is completed, you should see this Page listed in your Business Manager.
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.
For Partners, enter their Business ID and click “Next”.
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.
Click “Next” and assign their access level. Once saved, the user should be able to access your account.
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!