Congratulations!
You’ve hired an expert team to help you take your Facebook advertising to the next level. This is the beginning of what will likely prove to be your most profitable year to date.
BUT…
Before you get to making the most of all of that Facebook marketing magic, you’ll need to do one thing:
Provide account access to your agency!
While you may be scratching your head about how to do so, the steps are fairly simple. We’re about to walk you through them from start to finish, so follow along and you’ll be done in the blink of an eye.
There are two different ways to provide access to your Facebook Ads account—and multiple levels of access—that you can provide to your new digital marketing agency. We’ll be covering both, as well as which of these make sense to provide to different people at the agency.
You’ll see that we do concentrate on using Facebook Ads Business Manager Account, as it’s really the best way to provide access. If you don’t want to go that route, no worries, we’ll give you the sneaky backdoor avenue to provide access to your agency at the end of this post. (But we highly recommend reading the rest to see what you might be missing!)
It’s time to get your advertising into high gear, so let’s get started!
Article Contents
But First…
Do you have a Business Manager account associated with your Facebook Ads account? We highly recommend setting up a Business Manager account as it allows you to:
- Manage accounts, advertising, pages, and applications from a single location
- Manage multiple accounts at the same time
- Provide your team/agency members different levels of access privileges, according to their role/needs
- Organize all reporting in a single location
- Partner more easily!
If you haven’t already signed up for Business Manager, take the following steps to get started with this important tool:
- Visit business.facebook.com.
2. Select Create Account.
3. Enter the name for your Business Manager (business name).
4. Enter your name and work email address.
5. Select the primary Page you’ll be using for your Business Manager by typing its name into the Search box and clicking on the appropriate page.
6. Finally, you’ll want to add a Facebook Ads account to your Business Manager by typing your Ads account name in the Search box and clicking on it when it appears in the search results.
That’s it!
You’ve successfully created your Business Manager, added your company Page and Ads account, and you’re ready to share access with your agency partner!
Now That You’ve Created Your Business Manager…
Now that you’ve got your Business Manager created, it’s time to get into the real meat and potatoes of this post!
So let’s get down to it!
- Start by going to business.facebook.com. This will bring you to your Business Manager page.
- In the top right corner, click on Business Settings.
- When you scroll over the menu icons (the blue “people” icon and the grey icons beneath it) your Settings menu will open up. Click on Ad Accounts to assign a partner.
- Select the account that you want to add a partner/provide access to.
- In the top right corner, click on Assign Partner.
- This will open a new panel in which to enter your partner’s information.
You’ll typically want to select the role of Admin for your digital marketing agency, as they’ll need it to effectively handle your advertising.
If you’re curious as to what each of the roles allows access to, let’s take a quick look:
Admin —
Admins have full control over your advertising account. They’ll be able to make adjustments to billing info, create ads, and even post and manage your fan page. This is access you should only give to a trusted partner, like your digital marketing agency.
Advertiser —
If you have an in-house marketing team, you may choose to select this option. This gives the partner full access to advertising capabilities, but doesn’t allow them to make changes to billing info or post to your fan page. In this case, you’ll be responsible for updating this information and, if a problem comes along, your campaigns may be paused until you can handle the issue.
Analyst —
Analyst access can see everything going on behind the scenes of your advertising, but can’t actually make changes to anything. This is the level of access you might provide before hiring an agency or if you were training an in-house team member that was unfamiliar with Facebook advertising.
- Once you’ve selected the Role for your partner, you’ll be provided with a link to share with them. This is one of the ways you can provide access. The second way to provide access is by clicking on the blue words – “Connect your business account using your partner’s business ID instead.”
- When you click on this blue link you’ll be met by a new popup asking for your agency’s partner ID. Your agency will provide you with their ID (it’s at the end of their Business Manager URL).
- Enter the agency’s ID number and click Connect.
For example – Uhuru clients enter 934536449904542
At this point both you and your agency will receive a notification that they have access to your account and they can begin managing your advertising.
Providing Access to Your Page(s)
You’ll also want to provide access to your Page(s) to allow your agency full access to effectively manage your advertising. To do so:
- Open your Business Manager.
- Click on Business Settings.
- Scroll over the icons on the left to fully open the Settings Menu.
- Click on Pages.
- In the top right, click on Assign Partner.
- This will open a new panel in which to enter your partner’s information.
Note: Again you’ll typically want to select the role of Page Advertiser for your agency as they’ll need it to effectively handle your advertising.
- Once you’ve selected the Role for your partner, you’ll be provided with a link to share with them. This is one of the ways you can provide access. The second way to provide access is by clicking on the blue words – “Connect your business account using your partner’s business ID instead.”
- When you click on this blue link you’ll be met by a new popup asking for your agency’s partner ID. You’r agency will provide you with their ID (it’s at the end of their Business Manager URL).
- Enter this number and click Connect
For example – Uhuru clients enter 934536449904542
At this point both you and your agency will receive a notification that they have access to your account and they can begin managing your advertising.
If You Don’t Have and Don’t Want a Business Manager…
Remember when we told you that we would show you the sneaky backdoor way to providing access without signing up for Business Manager? Well here it is. (Seriously though, just get yourself set up with Business Manager. It’s easy and helpful!)
- Start by going to your Ads Manager.
- Click on the hamburger menu (3 horizontal lines) in the top left corner.
- Hover over All Tools to fully open the menu, then select Ad Account Settings.
- Click on Account Roles.
- Click Add User (Note: They’ll need to be a friend before you can add them).
- Enter their name in the search box and select your agency.
- Select their Role (Admin, Advertiser, Analyst).
- Click Submit.
At this point, your agency will receive a notification that you’ve provided them with access and they can begin managing your advertising.
Final Thoughts…
This is a step-by-step guide to providing Facebook Ads access to your digital marketing agency, but if you get stuck don’t hesitate to ask for assistance. Your agency will be able to help you overcome any obstacles you may encounter.
Here’s to your most profitable year of Facebook advertising yet!
