How To Share Access To Your Agency’s Facebook Ad Account

Navigating the intricacies of Facebook’s advertising platform can be daunting, especially when it comes to collaboration. Whether you’re a business owner who needs to share ad responsibilities with a marketing team, or an agency looking to access a client’s ad account, understanding how to share access securely is crucial. In this blog post, we’ll guide you through the process of sharing access to your Facebook Ad Account in four clear sections: understanding user roles, preparing your account, adding users, and managing permissions.

Understanding User Roles

Before you add anyone to your Facebook Ad Account, it’s important to understand the different levels of access you can grant. Facebook offers several user roles, each with varying degrees of control and access:

  • Admin: Can manage all aspects of campaigns, including editing payment methods and managing roles.
  • Advertiser: Allowed to set up and run ads using the payment method on file.
  • Analyst: Can view ad performance but cannot make changes to campaigns.
  • Editor: Can edit the page, send messages, and post as the page, along with ad management.
  • Moderator: Can send messages and respond to comments, but cannot post to the page.

Each role serves different needs, so choose carefully based on the level of responsibility and access required.

Preparing Your Account

Before adding someone to your Facebook Ad Account, ensure that your account settings are secure. Update your security settings, such as two-factor authentication, to safeguard your account. Additionally, review your current ad campaigns and budgets to ensure everything is correctly set up and running smoothly. This preparation prevents any disruptions or unauthorized changes once new users are added.

Adding Users to Your Ad Account

To add a new user to your Facebook Ad Account, follow these steps:

  1. Log in to Facebook Business Manager: Navigate to your Business Manager dashboard. If you don’t have a Business Manager set up, you’ll need to create one at business.facebook.com.
  2. Access the Ad Account settings: Click on “Business Settings,” then find “Accounts” followed by “Ad Accounts.” Select the ad account you want to manage.
  3. Add new users: Click on “Add” and then “Add People.” Enter the email address of the person you wish to add.
  4. Assign roles: After adding the email, select the role you want to assign to the new user. Be sure to communicate with the user about the responsibilities associated with their new role.
  5. Send the invitation: Once you’ve assigned the roles, send the invitation. The user will need to accept the invitation to begin accessing the account.

Managing Permissions

After adding users to your Facebook Ad Account, it’s essential to regularly review and manage permissions to maintain security and efficiency:

  • Review roles periodically: Check if the assigned roles still fit the current needs and responsibilities of each user.
  • Adjust permissions as needed: As projects end or roles change within your organization, update the permissions to reflect these changes.
  • Monitor account activity: Keep an eye on the ad account activity to ensure there are no unauthorized actions or unusual spending patterns.

Conclusion

By following these steps, you can safely and effectively share access to your Facebook Ad Account, ensuring that the right people have the right access to manage and execute your advertising strategies successfully.

Table of Contents