How to Share Facebook Ad Account Access

Giving someone access to your Facebook Ads account doesn't have to be a complicated or risky process, but doing it the wrong way can create major security headaches. Instead of sharing your personal login details (please don't do that!), there's a secure and professional method built right into Meta's platform. This guide will walk you through exactly how to share access correctly using the Meta Business Suite, explaining the difference between adding team members and agency partners and detailing the permission levels you can assign.

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Why Following the Right Steps Matters

You might be tempted to just hand over your password to a new employee or marketing agency to get them started quickly. However, this is a huge security risk and can cause serious problems down the line. Using Meta's built-in sharing features is the proper way to go for a few essential reasons:

• Security: Sharing your password is an all-access pass not just to your ad account, but potentially to your personal Facebook profile. Using Business Suite keeps your personal account details completely separate and secure.
• Control: You can assign specific roles and permission levels to each person. This means you can give a freelancer the ability to create ads without letting them manage your billing information or give a manager view-only access to see reports without being able to make changes. You can also revoke access with a single click.
• Ownership & History: When you manage access properly, all your business assets — your ad account, Facebook Page, Instagram account, and Pixel data — stay connected to your business, not tied to an individual's personal account. If an employee leaves or you switch agencies, you retain complete ownership and control of all your valuable campaign data and assets.

The Most Important Rule: Use Meta Business Suite

The key to managing your Facebook and Instagram assets securely is the Meta Business Suite (formerly known as Facebook Business Manager). Think of this as the central, professional command center for your entire marketing operation on Meta's platforms. It's a separate entity from your personal Facebook profile that securely houses all your business assets, including your ad accounts, Pages, Instagram profiles, pixels, product catalogs, and more.

If you haven't set one up yet, you should do that first by visiting https://business.facebook.com/. It's a free and essential tool for any business advertising on the platform.

Within Business Suite, there are two correct ways to grant access, depending on who you're working with:

1. Adding People: This is for your in-house team members - employees who work directly for your company. You invite them using their email address.
2. Adding Partners: This is for third-party companies you're collaborating with, such as a marketing agency, a freelancer, or a tech partner. They will access your assets through their own Business Suite account.

Using the correct method keeps your account organized and secure. Now, let's walk through how to do both.

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Method 1: How to Add People (Employees and Team Members)

Use this method when you need to give access to an individual who is part of your organization, like a new social media manager or marketing analyst.

Step 1: Go to Business Settings

Log in to your Meta Business Suite. In the bottom-left corner, click on the Settings gear icon. This will take you to the main settings panel for your business account.

Step 2: Navigate to the "People" Section

In the left-hand navigation menu under the "Users" dropdown, click on People. This is where you'll see a list of everyone who currently has access to your business assets.

Step 3: Invite Them Using Their Work Email

In the top right, click the blue Add people button. A new window will pop up. Enter the person's work email address in the provided field. It's crucial to use their professional email, not a personal one, to keep work and private life separate.

Step 4: Assign Business Asset Access

This is the most important step. After you click Next, you'll see a panel where you can assign access to different assets.

• In the left menu, select the type of asset you want to share. For our purposes, click on Ad accounts.
• In the middle column, check the box next to the specific ad account you want to grant them access to.
• On the right side, you'll see a list of tasks they can be permitted to perform. You need to assign their role.

Step 5: Choose Their Ad Account Role

Meta provides several permission levels you can assign. It's always best to follow the principle of least privilege — only give them the access they strictly need to do their job.

• View performance: This is an "analyst" role. They can see all the campaigns and view reports but cannot make any changes. This is great for an executive who needs to check on results.
• Manage mockups: Lets the user create mock ad drafts in the Creative Hub, but they can't edit or create real campaigns.
• Manage campaigns: This is the most common "advertiser" role. It allows the person to create, edit, publish ads, and access reports. They can do almost everything except manage account-level settings like payment methods or user permissions. This is perfect for most marketers on your team.
• Full control: This "admin" role gives the person complete control over the ad account. They can manage campaigns, edit payment details, and even add or remove other users. Reserve this for business owners or trusted, senior members of your marketing leadership.

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Step 6: Send the Invitation

After selecting their role, click Invite. The person will receive an email invitation to join your Business Suite. They'll need to click the link in the email, enter their name, and set a password to accept the access. Until they do, their status will show as "pending" in your 'People' section.

Method 2: How to Add a Partner (Aagency or Freelancer)

This is the secure and professional way to grant access to an external company like a marketing agency. By using this method, the agency can access your ad account using their own Business Suite, keeping all client accounts neatly organized on their end.

Step 1: Get Your Partner's Business Manager ID

Before you can do anything, you need one crucial piece of information: their Business Manager ID. It's a long number that uniquely identifies their Business Suite account.

Ask your agency contact to provide this to you. They can find it in their own Business Suite under Settings > Business Info. It will be clearly labeled as "Business Manager ID."

Step 2: Go to the "Partners" Section

Log in to your Meta Business Suite, navigate to Settings, and under the "Users" dropdown, click on Partners. This section shows all the external businesses you are collaborating with.

Step 3: Add a New Partner

Near the top, you'll see a button with Add. Click it and choose Give a partner access to your assets.

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Step 4: Enter the Partner's Business ID and Assign Assets

In the window that appears, paste the Business ID you received from your partner. Click Next.

The next screen will look very similar to the one for adding people. You will see a list of your business assets:

• Go to the Ad accounts tab in the left menu.
• Select the ad account you want to share.
• In the right-hand panel, toggle on the permission level you want to grant them (e.g., "Manage campaigns" or "View performance"). For most agencies, "Manage campaigns" is the standard level of access they'll need.

Once you've assigned the role, click Save Changes. Your agency will then see your ad account appear within their own assets, and they can start managing your campaigns without ever needing your personal login information.

Common Mistakes to Avoid

To keep your account secure and running smoothly, here are a few common pitfalls to be aware of.

• Making Everyone an Admin: It’s tempting to give "Full Control" to make things easy, but this creates unnecessary risk. Limit Admin access to only one or two truly essential individuals, like the business owner.
• Adding Partners as "People": Do not use the "Add people" approach for external freelancers or agencies. This forces them to be tied to your Business account on an individual level, which is messy from both an organizational and a liability standpoint. Always use the "Partner" workflow.
• Forgetting to Offboard: When an employee leaves or your contract with an agency ends, you must immediately remove their access. Create a process to regularly review the "People" and "Partners" lists to ensure only active team members have access. Simply click on their name and select "Remove" to revoke their permissions instantly.

Final Thoughts

Sharing access to your Facebook Ad Account is a straightforward task when you use the security and organizational tools provided by the Meta Business Suite. Whether you're onboarding an employee or collaborating with an agency, always use the "People" and "Partners" workflows to grant specific permissions, keeping your personal details secure and your business assets under your control.

Once you've given your team access, the next big challenge is turning campaign data into clear insights. Manually pulling reports from Ads Manager to share performance updates is time-consuming and often requires cobbling together messy spreadsheets. This is why we created Graphed. We connect directly to your Facebook Ads account, along with all your other marketing and sales platforms, allowing you to build real-time dashboards and get answers just by asking simple questions. This way, your team can spend less time wrangling data and more time making smart decisions.