How to Share Meta Ad Account Access

Sharing access to your Meta Ad Account shouldn't involve handing over your personal Facebook password. This guide will walk you through the correct, secure way to grant access to team members, freelancers, or marketing agencies using Meta Business Suite. We’ll cover everything from adding individual users to connecting with agency partners, ensuring everyone has the permissions they need without compromising your account's security.

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Why You Need to Share Access (The Right Way)

Running successful ad campaigns is rarely a one-person job. You might have a freelance media buyer, an internal marketing team, or a full-service agency working on your campaigns. Giving them access is necessary for them to build, manage, and optimize your ads. However, sharing your personal Facebook login details is a huge security risk that should be avoided at all costs. It gives someone full control over not just your ad account, but your entire personal profile.

The proper method involves using Meta’s own tools, which are designed for this exact purpose. Here’s why it’s the better approach:

• Granular Control: You can assign specific roles and permissions. Does someone only need to view campaign performance but not edit them? You can do that. Need to give full campaign management rights without making them a full admin of your business? You can do that, too.
• Enhanced Security: By adding people through their own email addresses, they use their own logins. If they leave your company, you can easily remove their access in a few clicks without having to change your own password and worry about who still has it.
• Clear Accountability: When users are added individually, Meta keeps a log of changes made to the ad account, showing who did what and when. This helps maintain transparency, especially when multiple people are working on campaigns.
• Professionalism: Using the partner access feature for agencies is the industry standard. It keeps ad accounts organized and simplifies billing and management for both the client and the agency.

The Central Hub: Meta Business Suite

All ad account management and user access is handled through the Meta Business Suite (which has largely replaced what you might still know as Facebook Business Manager). Think of the Business Suite as the control room for all of your Meta business assets - your Facebook Page, Instagram account, commerce account, ad account, and Pixel all live here.

If you've been running ads directly from your personal profile, you will need to set up a Business Account to properly manage assets and user permissions. For most businesses, Meta has already automatically created one for you. You can typically access it by going to business.facebook.com. Using this central hub is non-negotiable for securely collaborating with others.

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Before You Begin: What You’ll Need

Before you jump in, make sure you have the following ready to make the process smoother:

• Admin Access: You must be an admin of the Meta Business Account that owns the ad account. If you're not an admin, you won't see the settings to add people or partners.
• Recipient's Information:

How to Add People to Your Business Account (Team Members & Freelancers)

This method is perfect for giving access to individuals. You invite them directly into your Business Account and then assign them specific assets, including your ad account.

Step-by-Step Instructions:

1. Navigate to Business Settings Go to https://business.facebook.com/ and make sure you have the correct Business Account selected if you have access to more than one. In the bottom-left menu, click on the Settings cogwheel.

2. Go to the "People" Section In the Business Settings menu, look for "Users" and click on People. This is where you'll see a list of everyone who currently has access to your Business Account.

3. Invite the New User Click the blue "Add people" button in the top right. A pop-up window will appear. Enter the person’s work email address. It’s crucial to use their business email for security and professionalism. Avoid using personal emails like Gmail or Hotmail unless absolutely necessary.

4. Assign Business Role You’ll be asked to assign a Business Account role. You have a few options, but the two main ones are:

• Basic access (Recommended): This is the default and lets you customize their access to each and every tool and asset. This is the safest and most common choice.
• Admin access: This gives the user full control over your entire Business Account. They can add and remove people, delete assets, and change settings. Only grant this level of access to trusted business partners or senior managers who need this level of control.

For most team members and contractors, Basic access is the way to go. Click "Next."

5. Assign Access to Your Ad Account Now you'll see a list of all the assets in your business. This is where you give them permission to work on the ad account.

• In the left column, find your Ad Account(s). You may need to click on "Ad accounts" to expand the list.
• Select the checkbox next to the specific ad account you want to grant them access to.
• Once you select it, a list of permissions will appear on the right. Here you can define exactly what they can do.

The most common permission levels for ad accounts are:

• View performance: The user can see all campaigns and analyze results in Ads Manager but cannot make any edits. This is great for an analyst or a stakeholder who just needs to see reports.
• Create and edit ads: This is a standard permission level for media buyers. They can create new campaigns, edit existing ones, modify ad sets, and create ads.
• Manage ad account: This is the highest level of permission for an ad account. It includes all of the above, plus the ability to manage billing methods, ad account settings, and permissions for the ad account itself. This is typically given to a marketing manager or a trusted agency lead.

Select the permission level that matches their role. You can also assign them to other assets like your Facebook Page or Instagram account on this screen. Click "Next."

6. Send the Invitation Review your choices on the final screen and click "Send request." The person will receive an email invitation to join your Business Account. They will need to accept it to gain access. Until they do, their status will show as "Pending" in your People list.

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How to Grant Access to an Agency or Partner

When you work with a marketing agency, they will have their own Meta Business Account. The best practice is to add them as a "Partner," not as an individual "Person." This allows the agency to manage permissions for their own team within their own business structure, keeping everything clean and secure.

Step-by-Step Instructions:

1. Go to Your Ad Account Settings Go to your Business Settings (click the cogwheel in Business Suite). In the left navigation bar, look under the "Accounts" section and click on "Ad Accounts."

2. Select the Ad Account and Assign Partner You’ll see a list of all ad accounts you own or have access to. Select the specific ad account you want to share with the agency. Then, look for a button that says "Assign partners."

3. Enter the Partner's Business ID A new window will pop up asking for the partner's information. Click on "Business ID." Your agency or partner will have provided this to you. Carefully enter their Business ID into the field. This ensures you're connecting with the correct business.

4. Assign the appropriate role Just like with an individual, you now need to assign a role to the partner for this ad account. Choose the "Manage campaigns" role (or a similar mid-tier option) for most agency relationships. This gives them the power to run your ads without giving them admin control over your billing and ad account settings. Click "Next."

After you assign them, the agency will receive a notification in their Business Suite. They will then be able to accept the request and grant access to the account to the specific team members on their end who will be working on your campaigns. It’s a clean and professional workflow that protects both parties.

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How to Manage or Revoke Ad Account Access

People's roles change, relationships with contractors end, and you may switch agencies. It's good security hygiene to regularly audit who has access to your accounts and remove anyone who no longer needs it.

To manage access for a Person:

1. Go to Settings > People.
2. Click on the person's name whose access you want to edit.
3. You can add or remove assets. To completely remove them from your business, click the three-dot menu next to their name and select "Remove." This will revoke all of their access to all of your business assets immediately.

To manage access for a Partner (Agency):

1. Go to Settings > Ad Accounts and select the relevant ad account.
2. Click on the Partners tab. You will see the agency listed there.
3. Click the trashcan icon next to their name to remove their access to that specific ad account.

Final Thoughts

Properly managing access to your Meta Ad Account is a fundamental skill for any marketer or business owner. By using Meta Business Suite to add people and partners, you maintain full control over your assets, enhance security, and create a professional workflow for collaboration. It takes just a few minutes but saves you from the significant security risks of sharing personal login details.

Once your team is in place and running campaigns, the challenge shifts to understanding performance across all your channels, not just Meta. Manually compiling reports by logging into Ads Manager, then Google Analytics, then Shopify is a draining process that kills momentum. This is a problem we built Graphed to solve. We connect all your marketing and sales data sources in one place, allowing you and your team to create dashboards and get performance insights in seconds just by asking questions in plain English - no more spreadsheet wrangling required.