How to Approve Someone on Meta Business Suite

Trying to give a team member or contractor access to your Facebook Page or Ad Account can feel like searching for a hidden button. This guide will walk you through exactly how to add people, approve requests, and manage permissions in Meta Business Suite smoothly and securely. You'll learn how to assign the right roles and get your team collaborating without handing over your personal login details.

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First, A Quick Look at Roles and Permissions

Before you start adding people, it’s helpful to understand the different levels of access you can grant. Choosing the right role for a user prevents them from accidentally making changes to areas they shouldn't be touching. It’s a simple way to keep your business assets secure.

Meta breaks down permissions into two main categories: access to the business account itself and access to specific assets (like your Facebook Page or Instagram account).

Business Account Access Levels

This determines what a person can do within the Business Suite settings.

• Employee Access (Basic): This is the default and most common option. People with employee access can only work on the specific pages and ad accounts you assign them. They cannot see or change any business-level settings, like billing details or who else is on the team.
• Admin Access (Full Control): Think of this as the master key. Admins can do everything - add and remove people, change business settings, add new pages or ad accounts, update payment information, and delete the entire business account. Be very selective about who you give admin access to.
• Finance Roles: There are also specialized finance roles. A Finance Analyst can only view financial details like transactions and invoices. A Finance Editor can view financial details and also edit credit card information and other payment settings.

Our recommendation: Always start by granting Employee access. You can easily upgrade their permissions later if needed. It's much safer to give too little access than too much.

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Asset Access (Pages, Ad Accounts, etc.)

After you assign a business role, you decide which assets a person can work on and what they can do with each one. For each asset, you can grant "partial access" (letting them handle specific tasks) or "full control" (letting them manage a Page or Ad Account completely).

For a Facebook Page, here are some common tasks you can assign:

• Content: Create, manage, or delete posts, Stories, and other content on the Page. This is perfect for social media managers.
• Messages: Respond to inbox messages and comments as the Page. Ideal for customer service reps.
• Community Activity: Review and respond to comments, remove unwanted comments, and report activity. Useful for community managers.
• Ads: Create, manage, and delete ads for the Page. Essential for your marketing team or ad agency.
• Insights: View Page performance analytics, including audience demographics and content engagement. Great for analysts and strategists.

Assigning a mix of these granular permissions keeps your accounts secure by ensuring team members only have access to what they truly need to do their job.

How to Give Someone Access to Your Meta Business Suite (Step-by-Step)

Inviting someone to your Business Suite is the most common way to add a team member, whether they're an employee, a contractor, or from a marketing agency. The process sends an email invitation they must accept to gain access.

Follow these steps:

1. Navigate to Settings: Log in to Meta Business Suite. Click the All tools icon (the three horizontal lines, often called a hamburger menu) on the left-hand navigation panel. Then, select Settings.
2. Go to the 'People' Section: In the Settings menu, find and click on People. This is where you'll see a list of everyone who already has access to your business account.
3. Start the Invitation Process: Click the blue Add People button in the top right corner.
4. Enter Their Email Address: A pop-up window will appear. First, you need to enter the email address of the person you want to invite. Important: Use their professional work email address, not a personal one. The invitation will be sent directly to this inbox.
5. Assign Business Account Access: Next, you'll see the option to assign their role. You can choose between basic Employee access or full-control Admin access. As mentioned, it's always best practice to start with Employee access unless you're adding a business partner who truly needs to manage core settings.
6. Assign Asset Access: After clicking "Next," you'll be taken to the asset assignment screen. On the left side, you'll see columns for different asset types (Pages, Ad accounts, Catalogs, Pixels, Instagram accounts, etc.).
7. Choose Assets and Specific Tasks: Select an asset by clicking the checkbox next to it, like your main Facebook Page. Once selected, a list of available permissions for that asset type will appear on the right. Toggle on the specific permissions you want to grant for that person. For example, if you're adding a content creator, you might only toggle on "Content" and "Insights." If you're adding an ad specialist, you'd toggle on "Ads."
8. Review and Send the Invitation: After assigning all necessary assets and permissions, click "Next." You will see a summary of the access you are about to grant. Take a moment to review it carefully to make sure everything is correct. Once you're sure, click Send request.

The person will now receive an email with a link to accept their invitation. Their status will show as "Pending" in your People dashboard until they do. Guide them to check their email (including spam folders) and click the link to finalize the process.

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How to Approve an Access Request in Meta Business Suite

Sometimes, instead of you sending an invitation, an agency or individual may request access to your assets directly. This is common when working with partners who manage multiple client accounts. Here's how to handle and approve these incoming requests.

1. Find Outstanding Requests: In your Business Suite, go to All tools and then click Page Settings.
2. Page Roles: From the menu for Page Settings, open the Page Roles page. From there you can see new requests to gain access to edit your account and/or create ads.
3. Review the Request: If a request is new, review it to ensure you are approving a team member rather than an individual without permission. This displays the person or business that sent the request and the level of access they're asking for. Check that this matches what you've discussed with them.
4. Make a Decision: You can choose one of two options. The first lets you approve a user, the second has you confirm the approval - to make sure you want your settings changed.

How to Edit or Remove Someone from Business Suite

Team roles change, and sometimes people leave the company. It's good practice to regularly audit who has access to your business assets and clean up permissions as needed.

Editing an Existing User’s Permissions

If you need to give a team member more (or less) access, you don't have to remove them and start over. You can simply edit their existing permissions.

1. Go to your Business Suite's Business Settings and click People.
2. Find the person whose permissions you are changing from the list and find their assets under the section called Assigned Assets.
3. Toggle new roles and permissions on or off for the member you need to update and click Save at the bottom. The changes will update immediately, though the user might be asked to logout before the next login.

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Removing a User from Your Business Suite Account

When someone no longer needs to work with a social media platform, delete their info and data soon. Keep your account secure with these two best practices about who can access your social media marketing:

1. Go back to Settings > People.
2. Click the Remove control next to their names to quickly select whose details will be deleted from your network on Business Suite, which is Meta's Social Media Tools platform on the site and phones.
3. Meta brings up a notice to confirm that you mean to remove the user. Click to confirm, and the change will take effect on the next screen.

It’s that easy. Checking your user list once a quarter is a great routine to get into. It ensures your pages stay guarded with the right users in them, as a user you thought could post may no longer belong. And their posts can still cause harm anytime they're left in your systems unattended!

Final Thoughts

Managing your team's access in Meta Business Suite is a fundamental skill for operating securely and efficiently. By understanding the different roles and following these simple steps to add, approve, and remove people, you can delegate tasks confidently and collaborate seamlessly on your marketing efforts.

Now that you have your team collaborating, the next challenge is reporting on performance without spending hours buried in spreadsheets. We built Graphed to solve this. It connects to all your marketing and sales accounts, like Facebook Ads, Google Analytics, and Shopify, so you can build real-time dashboards just by asking questions in plain English. We turn the headache of manual reporting into a quick conversation, so your team can focus on what the data means, not just how to get it.