5 months ago
In this blog post we will show you clearly and with screenshots what the different steps are to grant access to your Facebook business manager account.
To be able to fully manage your Facebook environment you first need to understand how it is structured. Basically, we can see it as one platform named Business Manager including 3 main access levels that we will mention here:
In order to manage the whole environment, you will need to grant access to your colleague or partner to those 3 main levels.
There are 2 options available if you want to share your Facebook assets. You can either grant an access to one or several people by “adding people” or you can “add a partner”.
“Adding people” will allow that person to connect directly into your Business Manager and manage your ad account and Facebook page based on what access-level you give them. As you will see on a screenshot below, this automatically gives an “employee access” to that person. Therefore, this option is recommended when you want to add co-worker to your Business Manager account.
Or you can also directly “add a partner” to your Business Manager, that option will allow that partner to manage your Facebook assets (again based on what access you gave) directly from their Business Manager. This is more recommended if you work with an agency and want to give them access to your account but from their Business Manager account directly.
In this article we will see how to give access through both options, first by adding people and then by adding a partner.
First, log into your business manager and open the business manager settings by clicking on the gear-icon at the top right of your screen.
Then, you’ll see the menu shown below on the left-hand side of the screen and you’ll be able to give access to the 3 main levels we have mentioned.
You can choose to share access with a co-worker or partner at the same time under the “Users” section. From that view you can give access to all your assets immediately. Or you can give them access by level (Pages and Ad accounts) by doing it under the “Accounts” section. We will show you both ways in this article, however there is no real difference in the access given here.
When giving access to someone in your business manager you can choose between 2 types of access and give access to any email address:
–> Keep in mind that giving that first level access is mandatory if you want to give access to your ad account and Facebook page.
Once the person has received access and has accepted it, you can then give an access to other levels.
You will then find a list of people who already have access to the business manager. Here, you can choose the person and the permissions. There are 3 types of permissions which can be given:
Again, you will find on the right a list of people who already received access to the business manager, you can choose the person and the permissions. There are 2 types:
We just saw before how you can give access by adding new people to your Business Manager to allow them to work on your Facebook assets. But the second option we mentioned at the beginning of the article is to share your Facebook assets with a partner, allowing him to manage your assets directly from his Business Manager and not having to connect into yours each time.
To begin, follow the same steps mentioned above but click on “Partners” instead of People.
You will see that you have the possibility to add a partner but the partner, when being logged into his own Business Manager, can also request access to your assets by clicking the button on the right. To add the partner, you will need his Business Manager ID which they can find under “Business info” section of the Business Manager Settings.
When the ID has been added, you will have the possibility to choose what asset (ad accounts, Facebook pages, Instagram accounts, etc) you want to share with that partner and what permissions (Standard or Admin) you will give them for each asset you want to share. Once this is done, your partner will have access to the assets your shared with him into his own Business Manager.
You now know how to give full access to your business manager account and your marketing assets. If at some point you need to revoke or restrict an access you can follow the same steps, select the person and either adapt his permissions or delete the access.