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How to Add Agency Partners on Meta Ads

July 29, 2024
How to Add Agency Partners on Meta Ads

To provide partners access to your Meta Ads assets, you can follow these steps using Business Manager. Here’s a clear and structured guide to help you add partners effectively.

Adding Partners to Your Business Portfolio

Go to Business Settings: Login to your Business Manager account and navigate to "Business settings".

Navigate to Partners: Below the "Users" section, click on "Partners".

Add a New Partner:

  • Click the "Add" button.
  • Select "Give a partner access to your assets".

Enter Partner’s Business ID: Enter your partner's business ID and click "Next".

Assign Business Assets: Choose the business assets you want to assign to your partner.

For each asset, decide the level of access:

  • Full Control: This is usually preferred for most assets on Meta.

Specific Asset Recommendations: For most advertisers, it’s helpful to share

  • The Page
  • The Ad Account
  • The Pixel
  • Instagram Accounts
  • The Datasets (which is replacing pixels)

For App-based businesses, share App access as well.

For e-commerce-based businesses, share Catalog and Commerce Manager access.

Save Changes: After assigning the assets and access levels, click "Save changes".

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