How To Get Access To Clients Facebook Ad Account

Gaining entry to a client’s Facebook ad account is an essential aspect of successfully overseeing their advertising efforts. Being a digital marketing professional, I recognize the significance of accessing the necessary tools and resources to enhance ad efficiency and achieve outcomes. In this article, I am going to discuss my own experiences and offer a comprehensive guide on the process of obtaining access to a client’s Facebook ad account.

Step 1: Building Trust and Establishing a Relationship

Before requesting access to a client’s Facebook ad account, it is essential to build a strong foundation of trust and establish a solid working relationship. This involves having open and transparent communication, understanding the client’s goals and objectives, and demonstrating your expertise in Facebook advertising.

During the initial discussions, I make sure to explain the benefits of granting access to their ad account and how it can improve campaign performance. I also emphasize the importance of confidentiality and reassure clients that their data and account information will be handled securely.

Step 2: Requesting Access

Once trust is established, the next step is to request access to the client’s Facebook ad account. To do this, I follow these steps:

  1. Ask the client to log in to their Facebook Business Manager account.
  2. Request the client to navigate to the “Business Settings” and select “Ad Accounts” from the left-hand menu.
  3. Click on the “Add People” button and enter my business email address.
  4. Select the appropriate permissions level based on the tasks I will be performing, such as “Ad Account Advertiser” or “Ad Account Analyst.”
  5. Click “Invite” and wait for the client to approve the request.

It is important to note that clients have the option to grant access to specific ad accounts or entire ad account hierarchies based on their preferences.

Step 3: Collaboration and Account Management

Once access is granted, I start collaborating with the client and actively managing their Facebook ad account. This involves:

  • Creating and optimizing ad campaigns to align with the client’s goals.
  • Monitoring ad performance and making data-driven decisions to improve results.
  • Providing regular reports and updates to the client on campaign progress.
  • Implementing ad strategies and techniques to maximize ad spend efficiency.

Throughout this process, I make sure to maintain open lines of communication with the client and involve them in important decisions regarding their ad account. This helps build trust and ensures that the client’s objectives are being met.


Getting access to a client’s Facebook ad account is a crucial step in managing successful advertising campaigns. By building trust, establishing a relationship, and following the necessary steps, digital marketers can effectively collaborate with clients to optimize ad performance and achieve desired results.

Remember, open and transparent communication is key to gaining access and maintaining a successful working relationship with clients. By demonstrating expertise, providing regular updates, and involving clients in decision-making, you can ensure a fruitful and rewarding partnership.