Meta Business Manager is a powerful tool that allows you to manage all your business assets in one place, from ad accounts to Facebook and Instagram Pages. If you’re working with a partner or agency, it’s important to know how to give them access to specific assets in your account. This guide will walk you through the steps and explain why sharing access with trusted partners is valuable for collaboration and business growth.
Understanding Access in Meta Business Manager
In Meta Business Manager, partners can be given access to various assets, such as Facebook Pages, ad accounts, Instagram, and pixels. When you add a partner, you’re granting their Business Manager account access to specific assets within your organization. You can control how much access they get by assigning different roles like Admin, Advertiser, or Analyst. These roles determine what actions they can perform on the assets.
Step-by-Step Guide to Adding a Partner to Your Meta Business Manager
Follow these simple steps to give a partner access to your business assets:
1. Navigate to Business Settings
First, sign in to your Meta Business Manager account. Once logged in, click on Business Settings. You can find this in the main menu of your Business Manager dashboard.
2. Select the “Partners” Section
On the left-hand side of the Business Settings page, look for the Users category. Under this, click on Partners. This section is where you will manage any businesses or partners that need access to your assets.
3. Add a New Partner
Click the Add button in the top-right corner of the Partners section. There will be a window asking you to give partner access or ask for it. Select Give.
Next you will be prompted to enter your partner’s Business Manager ID. This ID is provided by your partner and is required to establish a connection between your business and theirs.
4. Assign Business Assets
Once you’ve entered their Business Manager ID, you can choose which assets you want to share. These can include:
- Facebook Pages: Give them access to manage content, post updates, or handle messages.
- Ad Accounts: Allow them to create, manage, and analyze ads.
- Pixels: Grant access to your tracking data for improved ad performance.
- Catalogs: Enable them to manage product listings for dynamic ads.
After selecting the assets, assign the role that fits their responsibilities. For example, an Admin can manage everything, while an Advertiser can only create and run ads.
5. Send the Invitation
Once you’ve assigned the assets and roles, click Confirm. Your partner will receive an invitation to accept access to the assets you’ve shared. After they accept, they will be able to start managing those assets based on the permissions you’ve granted.
Why Give Partners Access?
Granting partners access to your business assets offers many advantages for efficiency and growth.
- Enhanced Collaboration: If you’re working with a marketing agency or another business, giving them direct access allows them to manage tasks without needing your constant involvement. This frees up time and ensures they can work independently.
- Secure Management: By sharing assets instead of passwords, you maintain better security while still allowing others to help with account management.
- Faster Results: When partners can manage tasks such as running ad campaigns or updating product catalogs, your business can see results faster. They don’t need to wait for approval on every action, which speeds up the workflow.
Managing and Adjusting Partner Access
If you need to adjust or remove a partner’s access, simply return to the Partners section in Business Settings. From there, you can review what assets you’ve shared and modify or revoke access as needed. Regularly reviewing access helps keep your business secure and ensures only the right people have control.
Final Thoughts
Using Meta Business Manager to give partners access to your business assets is a smart way to collaborate effectively while maintaining control over your accounts. By following the steps above, you can easily share specific assets, ensuring your partners have the right tools to help your business thrive. Regularly managing and reviewing access keeps your operations secure, allowing you to focus on growing your business with confidence.If you’d like to discuss how you can get professional help managing your Meta Business Manager, social media accounts, or other marketing efforts, schedule a free consultation with us.