February 12, 2019

How to Get Facebook Ads and Page Access as an Agency

How to Get Facebook Ads and Page Access as an AgencyWe have written about gaining access to client Twitter and Pinterest accounts before. It can be a confusing process for clients, so it’s important that PPC pros know the ropes.

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.

Access Levels

Ad Account Access Levels

1. Analyst

This level allows users to view ads and access reports but make no changes to the account.

2. Advertiser

This allows users to view ads, access reports and create and edit ads.

3. Admin

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.

How to Get Facebook Ads and Page Access as an Agency

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

To start the process, go to Business Settings in the dropdown of Business Manager.How to Get Facebook Ads and Page Access as an Agency

In the left navigation, go to Accounts > Pages.

How to Get Facebook Ads and Page Access as an Agency

Click the Add button and select “Request Access to a Page”.

How to Get Facebook Ads and Page Access as an Agency

Enter the Facebook Page name or URL and click “Request Access”.

How to Get Facebook Ads and Page Access as an Agency

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.

How to Get Facebook Ads and Page Access as an Agency

Click People > Users.

How to Get Facebook Ads and Page Access as an Agency

 

Click the blue “+ Add” button.

Enter their email address and select the business role and click “Next”.

How to Get Facebook Ads and Page Access as an Agency

Select the Pages, Ad Accounts, Catalogs and Apps that you want to grant access to as well as the role. Click Invite.

How to Get Facebook Ads and Page Access as an Agency

Accepting Page Access Requests

Open your Page and click Settings in the right corner and select Page Roles.

How to Get Facebook Ads and Page Access as an Agency

They should see a pending request under the Pending Partner Requests section. Click “Respond to Request.”How to Get Facebook Ads and Page Access as an Agency

Click “Give (name) access to my Page.”

How to Get Facebook Ads and Page Access as an Agency

Click “Approve Request”.

How to Get Facebook Ads and Page Access as an Agency

The user approving the request may be asked to re-enter their password to confirm:

How to Get Facebook Ads and Page Access as an Agency

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”.

How to Get Facebook Ads and Page Access as an Agency

The business ID is found in Business Manager under Business Info.

How to Get Facebook Ads and Page Access as an Agency

Granting access to an individual user is similar to the process for a Facebook Page.

How to Get Facebook Ads and Page Access as an Agency

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”.

How to Get Facebook Ads and Page Access as an Agency

You’ll need to know the ad account ID to enter it on the next screen.

How to Get Facebook Ads and Page Access as an Agency

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:

We’d love to hear your thoughts and tips in the comments!

How to Get Facebook Ads and Page Access as an Agency How to Get Facebook Ads and Page Access as an Agency How to Get Facebook Ads and Page Access as an Agency

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