Giving access to your Facebook ad account to your partner agency allows them to run ads on your behalf with your credit card (or whatever payment option you have enabled).
Usually most agencies do this when managing ads for clients, although there are some clients who require agencies to use their own card. The major benefit of this though is that all ad data is retained by the client, and the advertiser can also review past data if there is any.
Giving access to the ad account varies based on whether you have a Personal Ad Account or a Business Ad Account.
Do you have a Personal Ad Account or Business Ad Account?
Facebook ad accounts can either be a personal ad account that is tied to your personal Facebook profile, to your Facebook Business Manager account.
If you are not sure which one yours is, open Facebook Ads Manager, and click the drop down button near your ad account name.
All personal ad accounts are listed under Your Personal Accounts. If you have a Business Account then it will be listed under your Business Manager name.
Giving access to a Facebook Ad account via Business Manager
What is Facebook Business Manager?
Facebook Business Manager is a platform that allows you to manage all of your Facebook assets such as pages, users, ad accounts, pixels, and more.
Giving access via Business Manager
Step 1
Open Facebook Business Manager and select the Business Manager account that owns the ad account you want to give access to.
Step 2
Click on the Menu on the left side and click Business Settings.
Step 3
On the left side, under Accounts, click Ad Accounts.
Step 4
Select the ad account you want to give access to, and then click Assign Partners.
At this point you can either give access via link or with their Facebook Business Manager ID.
Step 5 – via Business ID
Enter your partner agency’s Facebook Business Manager ID and select the level of permissions you would like to provide them and click Next.
And you’re done!
You can also review which partners are connected to your Facebook ad account by clicking on the Partners tab in your ad account.
Once your partner agency connects your ad account to their Business Manager, you should again be able to review them in the Partners tab as above.
Step 5 – via link
If you choose the Get Link to Share option in Step 4, a new popup will open.
Here you can choose the permissions you wish to give to your partner and copy the generated link. Once you send this link to your partner, they can add it to their Business Manager and you should be able to see them via the Partners tab.
Giving access to a Personal Facebook Ad Account
What is a Personal Ad Account?
Giving access to a Personal Ad Account
Step 1
Open your personal Facebook Ads Manager.
Step 2
Copy and send your Personal Ad Account ID to your agency or partner. Once you send this, your partner agency can then send a request to your ad account.
This is usually shown next to the Ad Account name. This can also be found in the URL of your Ad Manager.
Step 3
Once your partner agency has sent the request, you should receive a notification on your Facebook profile.
Either click on the notification, or in Facebook Ads Manager, click on the Menu on the left side and click Ad Account Settings.
Step 4
On the right hand side in the Ad Account Roles section you should now see the request. You can check the level of permissions the agency has requested for here.
Click Respond to Request.
Step 5
You will now be prompted to confirm the request.
And you’re done!
Unable to give us access to your Facebook Ad Account?
If you are unable to give us partner access to your ad account, then please message or call your assigned Client Servicing contact person.
