Why We Need Access
To effectively manage your social media presence and advertising campaigns, we need access to your Facebook Page, Instagram account, and Meta Ads Manager. This allows us to create and publish content, engage with your audience, run advertising campaigns, and track performance metrics. These are all crucial elements of your digital marketing strategy.
What Level of Access We Need
We require the following access levels:
- Facebook Page: Admin access(Through Business Portfolio)
- Instagram Account: Full access (connected through Facebook)
- Meta Ads Manager: Admin access to your Ad Account(Through Business Portfolio
- Meta Business Suite: Admin access to your Business Portfolio
Step-by-Step Instructions
Granting Access to Your Business Portfolio (If Applicable)
If your Facebook Page and Ad Account are managed under a Meta Business Portfolio, you can grant us access at the business level:
Step 1: Access Business Settings
- Go to business.facebook.com
- Click “Settings” (gear icon)
Step 2: Add Our Agency as a Business Admin
- In the left menu under “Users,” click “Partners”
- Click “Add” (the blue button)
- Choose “Give a partner access to your assets”
- Enter our Partner Business ID: 1304377938164639
- Select the specific assets (Pages, Ad Accounts, Instagram) we need access to
- Scroll down to Partial access (business tools and Facebook)
- Click the toggle for “Content, Messages, Community activity, Ads, Insights“
- Click “Assign assets“
This gives us comprehensive access to manage all assets within your business portfolio.
Granting Access to Your Instagram Account
Instagram access is managed through Facebook. Once we have access to your Facebook Page, we’ll need your Instagram account connected to it.
Step 1: Connect Instagram to Your Facebook Page (if not already connected)
- Go to your Facebook Page Settings
- Click on “Instagram” in the left menu (or look for “Linked accounts”)
- Click “Connect account”
- Enter your Instagram username and password
- Click “Confirm”
Step 2: Verify Our Access
Once your Instagram is connected to your Facebook Page and we have Admin access to the page, we’ll automatically have access to manage your Instagram account through Meta Business Suite.
Granting Access to Meta Ads Manager (If no business portfolio)
Step 1: Access Meta Business Settings
- Go to business.facebook.com
- Click the “Settings” icon (gear icon) in the bottom left corner
- This opens your Business Settings panel
Step 2: Add Our Agency to Your Ad Account
- In the left menu under “Accounts,” click “Ad accounts”
- Select your ad account from the list
- Click the “Assign partner” button
- Enter our business ID: 1304377938164639
- Select “Manage campaigns (ads)”
- This should toggle on the following permissions:
- Create and manage ads
- View performance
- Manage Creative Hub mockups
- Click “Assign” or “Add”
What Happens After You Grant Access
Once access is granted and accepted:
- We’ll audit your current Facebook and Instagram presence
- Review your existing ad campaigns and performance data
- Begin implementing your social media and advertising strategy
- Set up proper tracking and reporting
- You retain full ownership and control of all accounts
Security Notes
Granting access allows us to fully manage your accounts, but:
- We cannot remove you as an owner or admin
- We cannot delete your Facebook Page, Instagram account, or Ad Account
- You can revoke our access at any time through Business Settings
- All actions we take are logged and visible in your activity history
For Multiple Pages or Ad Accounts
If you have multiple Facebook Pages, Instagram accounts, or Ad Accounts, please ensure we’re granted access to all relevant assets. You can do this by repeating the process for each asset or by using the Business Portfolio method above.
Need Help?
If you encounter any issues while granting access, can’t find certain settings, or have questions about permissions, please contact our team. We can schedule a quick screen-share session to walk through the process together.
Important: Please complete these access steps within 48 hours of your onboarding call so we can begin managing your social media presence and advertising campaigns immediately.
