Hello! In this discussion, I’m diving into a subject that frequently emerges during my chats with other marketing professionals – the process of granting someone permission to your Facebook Ads account. This scenario is typical whether you’re teaming up with a coworker, engaging a freelancer, or bringing on board an agency. Throughout this piece, I’ll walk you through how to grant access to your Facebook Ads account in both a secure and straightforward manner.
Step 1: Determine the Level of Access
Before granting someone access to your Facebook Ads account, it’s important to determine the appropriate level of access you want to provide. Facebook offers different levels of access, including:
- Admin Access: This level of access grants users full control over the account, including the ability to manage users and change account settings.
- Advertiser Access: Advertiser access allows users to create and manage ads, view performance data, and access billing information.
- Analyst Access: Analyst access provides users with the ability to view performance data and generate reports but does not allow them to create or modify ads.
Based on the responsibilities and requirements of the person you’re granting access to, you can choose the appropriate access level.
Step 2: Assigning a Partner to Your Facebook Ads Account
Facebook allows you to assign a partner to manage your Ads account. A partner can be an individual or an agency. To assign a partner, follow these steps:
- Go to your Facebook Ads Manager and click on “Settings” in the top left corner.
- In the left-hand menu, click on “Ad Account Roles.”
- Click on “Add People” and enter the email address of the person you want to grant access to.
- Choose the appropriate role (Admin, Advertiser, or Analyst) and click on “Next.”
- Review the access level and click on “Assign.”
Once the person accepts your invitation, they will gain access to your Facebook Ads account based on the assigned role.
Step 3: Sharing Account ID or Ad Account Roles
If you don’t want to assign a partner, you also have the option to directly share your Account ID or Ad Account Roles with the person you want to give access to. Here’s how:
- Go to your Facebook Ads Manager and click on “Settings” in the top left corner.
- In the left-hand menu, click on “Ad Account Roles.”
- Under the “Assign Assets” tab, click on “Add People.”
- Enter the email address of the person you want to grant access to.
- Choose the appropriate role (Admin, Advertiser, or Analyst) and click on “Next.”
- Toggle on the relevant Ad Account or Accounts that you want to share access to, and click on “Save Changes.”
By sharing the Account ID or Ad Account Roles, the person you grant access to can request access to your account by entering the shared information.
Step 4: Communicate and Set Expectations
Once you have granted access to your Facebook Ads account, it’s crucial to communicate and set clear expectations with the person you’ve given access to. Make sure to have a detailed conversation about the scope of work, goals, and any specific guidelines you want them to follow. This will help ensure a smooth collaboration and avoid any misunderstandings down the line.
Conclusion
Granting someone access to your Facebook Ads account doesn’t have to be a daunting task. By following these steps, you can safely and securely share access with the right individuals or agencies. Remember to communicate effectively and set clear expectations to ensure a successful collaboration. Now, go ahead and confidently collaborate with others to optimize your Facebook Ads campaigns!
