How do I give the agency access to my Facebook Ads account? All the instructions you need

Facebook Ads is one of the most popular advertising platforms, allowing you to precisely reach potential customers and effectively promote your products or services. When a company decides to use an advertising agency to manage its Facebook campaigns, it is necessary to hand over access to the advertising account. This task may seem complicated, especially for those who have no experience in the area of online advertising. However, this does not have to be the case at all! In this article, I provide step-by-step instructions on how to give your Facebook Ads agency access to your Facebook Ads account so that you can run your campaigns effectively.

Facebook Ads - why do so many businesses choose to advertise on this platform?

Facebook Ads is a tool that enables businesses and marketers to promote their products or services through paid advertising in the Meta environment. It offers a wide range of advertising options that enable targeting a specific audience based on demographics, interests, behaviour and other factors.

Facebook Ads has become an integral part of the marketing strategies of many companies, whether small local businesses or global brands. With its personalisation capabilities, wide reach and advanced analytics tools, this platform enables effective branding, generating website traffic and increasing sales and conversions.

Two ways to grant access when you have an advertising/company manager account

Adding a user to your Facebook Ads account and Ads Manager

1. By means of of this link go to settings in the Ads Manager
2. Select the option Add persons in the section Roles in the advertising account (blue button). 
3. A screen will appear where you select the user to add (you can only add a person who is in our friends)
4. Determine the role for the user you are adding - read more about access levels below
5. Click Confirm and done!

Attention! You can change a person's entitlements or remove them from your advertising account altogether at any time.

What are the three levels of access to a Facebook Ads account?

1. Administrator - has full authority to manage the site, including adding and removing other users.
2. Advertiser - has access to advertising tools and can create, manage and monitor advertising campaigns. Most often, it is this role that is assigned to marketing agencies.
3. Analyst - only has access to analytical tools and website statistics

Granting access to the Company Manager

Facebook Business Manager is a tool that is used to manage a company's resources, such as Facebook pages, advertising accounts and pixels. It facilitates the integration of marketing activities in the Meta ecosystem and collaboration with external partners. The Business Manager works in parallel with the Meta Business Suite and the Ad Manager on Meta platforms.

To grant access to the Company Manager:

1. Log in to Facebook Business Manager. You can also go there by selecting on Facebook View all from the menu on the left →  Pages → Meta Business Suite 
2. Now, from the menu on the left, select the gear at the very bottom, i.e. Settings
3. Then select from the menu on the left Company account information
4. A transition to the company settings will appear (you can also use the of this link)

 5. in section Users click Partners → Add
 6. select the option → Grant your partner access to your resources and enter your ID (your agency should give it to you)
 7. tick all the resources you would like to make available to your partner, define their role and when you have finished click Save

That's it! You have successfully made your resources in the Company Manager available to your partner 

Don't have the time or finding it difficult to grant access? There is another solution!

If you are completely unfamiliar with the Meta environment, you can ask the agency to request access to the various elements that are necessary as part of your activities. For the agency to request access, it will need your advertising account number or Company Manager. 

To find the ID of your advertising account:

• enter the Ads Manager using of this link
• you will see the identification number of the advertising account next to its name, above the search and filter bar

To find the Company Manager ID:

• Enter the Company Settings using of this link
• You will find your ID at the top of the screen in the Company Manager Information section.

Once you have found the ID number you want, all you have to do is copy it and give it to the agency. It will then send a request for access with a specific authorisation level, and you will receive a notification and accept the request.

What if you do not have an advertising account/Company Manager?

No problem - this can be remedied quickly. If this is the case, it is advisable to create and set up a Company Manager so that you can have the greatest control over your Facebook adverts.

Here are instructions on how to create a Company Manager:

1. Go to the Meta Business Suite website using the of this link 
2. Click Create account
3. Enter your details - company name, your name and company email address
4. Click Send

However, this is not the end of the story - now you need to take one more step and set up an advertising account.

Here are instructions on how to create an advertising account:

1. Go to your Company Manager account
2. Select Settings (pinion at bottom left) → Company settingsand then from the menu on the left Advertising accounts (you can also use of this link)
3. Click Addand then Create a new advertising account

 On the next screen, complete the basic information about the time zone, currency and enter the account name (note - currency and zone cannot be changed afterwards)
 5. go through the fields to be completed by entering the information and clicking Further
 Finally, you will need to complete the information on the payment methods, e.g. plugging in the card

Done!

Put your advertising activities in the hands of professionals!

That's it! With the instructions above, you will easily give the agency access to your Facebook advertising account. This will enable it to manage your ads on your behalf and achieve better results. However, be careful and choose a trusted agency to ensure the security of your account. You can always change or revoke the permissions granted if necessary.