Before we can run your Facebook and Instagram ads or look after your pages, we need access to your Meta business assets. The safest way to give it is to add us as a partner in your business portfolio, which is Meta's newer name for Business Manager. It takes about five minutes, and this guide walks you through every step.
Why partner access is the right way to do it
Adding your agency as a partner beats sharing logins or adding individual staff to your account:
- You stay the owner. Your Page, Instagram account and ad account remain yours. We only get the access you choose to give.
- No passwords change hands. Everyone logs in with their own profile, so there is nothing to share or reset.
- You stay in control. You can see exactly what we can access and remove it at any time.
- Staff changes don't break anything. When someone joins or leaves our team, we sort it out on our side. You never have to add or remove anyone.
Before you start
You'll need three things:
- Full control of your business portfolio. Only people with full control can add partners. If someone else set up your business portfolio, check with them first.
- Our business portfolio ID. This is the number Meta uses to find our business. We'll send it to you along with this guide.
- Two-factor authentication. Meta asks for it to be turned on for your business portfolio, so switch it on before you begin if it isn't already.
Step by step: add Bang Media as a partner
- Open your settings. Log in to Meta Business Suite and go to Settings. If you look after more than one business, check the right business portfolio is selected.
- Go to Partners. In the menu on the left, under Users, click Partners. If you can't see it, you probably don't have full control of the business portfolio.
- Add a partner. Click Add, then choose Give a partner access to your assets.
- Enter our business portfolio ID. Paste in our ID and click Next.
- Choose what to share. Tick the assets we'll be working on, such as your Facebook Page, Instagram account, ad account and Meta Pixel or dataset. For each one, choose the level of access (more on that below).
- Save. Click Assign assets. If someone else in your business also has full control, Meta may ask them to approve it.
That's it. Let us know once it's done and we'll take it from there. Both of us will be able to see the shared assets in our business portfolio settings.
Which level of access should you give?
Meta offers two options for each asset:
- Full control lets us manage everything about that asset, but we can never share it with another business. Only you, as the owner, can do that.
- Partial access limits us to the specific tasks you tick, such as creating content, managing ads or replying to messages.
If you're not sure, full control for the assets we're managing is usually simplest. It saves us asking for extra permissions halfway through a campaign, and you can change or remove it whenever you like.
Common hiccups
- "I can't see Partners." You don't have full control of the business portfolio. Ask the person who does to add us, or to give you full control.
- "My Page or ad account isn't in the list." It probably isn't in your business portfolio yet. It might belong to a personal profile or to another business, such as a previous agency. We can help you move it across.
- "It says it's waiting for approval." Another person with full control of your business portfolio needs to approve the request.
- "I don't have a business portfolio." You can create one for free in Meta Business Suite, and we're happy to walk you through it.
Meta changes things often
Meta updates its menus and button names fairly regularly. If something on your screen doesn't match these steps, Meta's own guide has the latest version: Give a partner access to business assets in your business portfolio.
Need a hand?
If you get stuck at any point, get in touch and we'll walk you through it.
