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How to give access on Facebook Ad Manager

Quick set up guide

Quick action items:

  • Implement Facebook Business Manager for managing access to external agencies or partners.

  • Verify the accuracy of email addresses or Partner Business IDs when granting access to Facebook Ad Manager.

  • Ensure recipients have a Facebook account linked to their email address.

  • Review and adjust access levels to ensure the correct permissions are assigned.

Quick links

FAQs

Question 1: What are the different levels of access on Facebook Ad Manager?


Answer: Facebook Ad Manager provides three primary levels of access:

  1. Admin Access: This is the highest level of access, granting individuals the ability to manage all aspects of the Ad Account.

  2. Advertiser Access: Individuals with this level can create and edit ads, manage campaigns, and view performance reports, but they cannot modify account settings or assign roles.

  3. Analyst Access: This level is designed for those who need to view advertising performance data but do not require the ability to create or edit campaigns.


Question 2: How do I grant access to individuals on Facebook Ad Manager?


Answer: To grant access to individuals, navigate to the "Ad Account Settings" within Facebook Ad Manager. Select the "Account Roles" section and choose "Add People." Enter the name or email address of the individual you wish to add and select the appropriate level of access. Confirming the addition will send an invitation to the individual.


Question 3: How can I give access to agencies or partners on Facebook Ad Manager?


Answer: To grant access to an agency, ensure that the agency's Facebook Business Manager account is set up. Navigate to the "Partners" section within your Facebook Business Manager settings, select "Add" and enter the Partner Business ID provided by the agency. Choose the appropriate role for the agency and send the invitation. The agency must accept it through their Business Manager account.


Question 4: What are some best practices for granting access on Facebook Ad Manager?


Answer: Best practices include:

  1. Limiting Admin Access to only those who truly require full control over the account.

  2. Aligning Access Levels with individual responsibilities.

  3. Regularly reviewing access permissions.

  4. Using Facebook Business Manager for collaborations with external agencies or partners.


Learn more..

How to Give Access on Facebook Ad Manager


Facebook Ad Manager is an essential tool for businesses and marketers aiming to optimise their online advertising efforts. Understanding the intricacies of this platform, including how to effectively manage access for team members and external partners, is crucial for maximising its benefits. This article delves into the various aspects of granting access on Facebook Ad Manager, ensuring that users can navigate this process with ease and security.


Introduction to Facebook Ad Manager


Facebook Ad Manager is a sophisticated advertising management tool designed to facilitate the creation, management, and analysis of Facebook ads. It offers users a comprehensive platform for crafting targeted advertising campaigns across Facebook's extensive network, which includes Instagram and the Audience Network. Ad Manager's intuitive interface and detailed analytics capabilities make it an indispensable tool for marketers looking to reach a wide audience with precision and effectiveness.


The significance of Facebook Ad Manager stems from its ability to deliver tailored advertising content to specific segments of Facebook's massive user base. By leveraging demographic, geographic, and interest-based targeting options, advertisers can craft messages that resonate with their intended audience, enhancing the likelihood of achieving their marketing objectives.


However, the complexity of managing various advertising campaigns and ensuring they align with strategic goals necessitates a collaborative approach. This is where the ability to grant access to other individuals or agencies becomes invaluable. By understanding the different levels of access and how to manage them, businesses can streamline their advertising operations, ensuring that the right people have the right level of control.


Different Levels of Access on Facebook Ad Manager


Facebook Ad Manager categorises access into distinct levels, each with varying degrees of permissions. These levels are designed to provide users with the flexibility to assign roles based on the specific needs and responsibilities of their team members or external partners.


The primary access levels include:


  1. Admin Access: This is the highest level of access, granting individuals the ability to manage all aspects of the Ad Account, including setting up payment methods, creating and editing ads, viewing reports, and assigning roles to others.

  2. Advertiser Access: Individuals with this level of access can create and edit ads, manage campaigns, and view performance reports. However, they cannot modify account settings or assign roles.

  3. Analyst Access: This level is designed for those who need to view advertising performance data but do not require the ability to create or edit campaigns. Analysts can access reports and analytics but cannot make changes to the account or its campaigns.


Understanding these levels of access is critical for effective account management, ensuring that individuals have the necessary permissions to fulfil their roles without compromising the security or integrity of the advertising account.


How to Give Access to Individuals


Granting access to individuals on Facebook Ad Manager is a straightforward process that allows account owners to collaborate efficiently with team members. To begin, the account owner must navigate to the "Ad Account Settings" within Facebook Ad Manager. From there, selecting the "Account Roles" section will present the option to "Add People."


The account owner can then enter the name or email address of the individual they wish to add and select the appropriate level of access from the options provided. Once the level of access is chosen, confirming the addition will send an invitation to the individual, who must accept it to gain the designated permissions.


It is essential for account owners to carefully consider the level of access granted to each individual, ensuring it aligns with their responsibilities and the trust level established. Regularly reviewing and updating these permissions can help maintain account security and operational efficiency.



How to Give Access to Agencies or Partners


Collaborating with agencies or external partners often requires granting them access to the Facebook Ad Manager account. This process is similar to giving access to individuals but with considerations for the broader scope of agency involvement.


To grant access to an agency, the account owner first needs to ensure that the agency's Facebook Business Manager account is set up. Once confirmed, the account owner can navigate to the "Partners" section within their own Facebook Business Manager settings. Here, they can select "Add" and enter the Partner Business ID provided by the agency.


Selecting the appropriate role for the agency is crucial, as this will determine the level of control and access they have over the advertising campaigns. Once the role is selected and the invitation sent, the agency must accept it through their Business Manager account to commence their collaborative efforts.


This process streamlines the collaboration between businesses and their external partners, enabling a more efficient and secure management of advertising campaigns.


Managing Access and Permissions


Effective management of access and permissions is vital for maintaining the security and integrity of the Facebook Ad Manager account. Account owners should regularly review the list of individuals and agencies with access, ensuring that only those who require it for their current role have the appropriate permissions.


To manage access, account owners can revisit the "Account Roles" and "Partners" sections within their Ad Manager or Business Manager settings. Here, they can view the current list of users with access, along with their assigned roles. Making adjustments, whether upgrading or downgrading access levels or removing access entirely, can be accomplished with a few clicks.


Implementing a routine review process, perhaps on a quarterly basis, can help prevent unauthorised access and ensure that the account remains aligned with the business's operational and strategic needs.


Best Practices for Granting Access on Facebook Ad Manager


When granting access to Facebook Ad Manager, there are several best practices that account owners should follow to ensure a seamless and secure operation:


  1. Limit Admin Access: Admin access should be reserved for those who truly require full control over the account. This minimises the risk of unintended changes or security breaches.

  2. Align Access Levels with Responsibilities: Each user's access level should correspond with their specific responsibilities, ensuring they have the tools needed for their role without unnecessary permissions.

  3. Regularly Review Access Permissions: As mentioned, conducting regular reviews of who has access and at what level can help maintain account security and operational integrity.

  4. Use Business Manager for Collaborations: When working with external agencies or partners, utilising Facebook Business Manager to manage access is more secure and efficient than sharing login credentials.


By adhering to these best practices, businesses can leverage Facebook Ad Manager's capabilities while maintaining a high level of security and control over their advertising accounts.


Troubleshooting Common Issues


Even with careful management, issues may arise when granting access to Facebook Ad Manager. Common problems include individuals not receiving invitations, inability to assign the correct access level, and challenges in removing access for former employees or partners.


In such cases, verifying the accuracy of the email address or Partner Business ID, ensuring that the recipient has a Facebook account linked to that email, and checking for any restrictions in the account settings can be helpful first steps. Facebook's Help Center also offers detailed guidance and troubleshooting tips for managing access and permissions.


Conclusion


Facebook Ad Manager is a powerful tool for managing online advertising campaigns, but its effectiveness relies heavily on proper access management. By understanding the different levels of access, following best practices for granting permissions, and regularly reviewing access settings, businesses can ensure that their advertising efforts are both efficient and secure.


Navigating the complexities of Facebook Ad Manager access does not have to be a daunting task. With the right knowledge and procedures in place, businesses can confidently collaborate with team members and external partners, driving their advertising campaigns towards greater success.

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