How to Get Access to Facebook Ad Account: A Seasoned Pro's Guide

Alright, let's get real. Facebook ads can be a beast. I've been wrestling with them for the past 5 years, and trust me, I've seen it all. From triumphant campaigns that crushed client goals to frustrating tech snafus that made me want to chuck my laptop out the window, I've learned a thing or two about navigating the wild world of Facebook advertising. And one of the most crucial aspects? Getting access to those darn ad accounts.

Whether you're an agency pro like me, a freelancer hustling to build your empire, or a business owner looking to hand over the reins, knowing how to get access to Facebook ad accounts is essential. It's the gateway to unlocking the platform's full potential and driving those sweet, sweet results.

So, grab a coffee, settle in, and let's break down this process together. I'll share my hard-earned wisdom, sprinkle in some real-world anecdotes, and hopefully save you some headaches along the way.

Why You Need Access to Facebook Ad Accounts (and Why It's Not Always a Walk in the Park)

Before we dive into the nitty-gritty, let's talk about why this access is so important. For agencies and freelancers, it's pretty straightforward. We need access to:

• Craft Killer Campaigns: We're the strategists, the creative minds, the data nerds. We need to get in there and build those campaigns from the ground up – targeting, creatives, budgets, the whole shebang.
• Manage the Mayhem: Facebook and Instagram are 24/7 beasts. We need access to keep those pages humming, engage with followers, and maintain that consistent brand voice.
• Unleash the Power of Data: Let's be honest, data is king. We need access to those juicy analytics to track performance, understand audience behavior, and optimize like crazy.
• Build Laser-Focused Audiences: Custom audiences and datasets are our secret weapons. We need access to segment those audiences and hit them with the right message at the right time.
• Play Gatekeeper: We need to control who has access to the account and what they can do. It's all about maintaining that client's trust and protecting their precious data.

Now, for businesses, granting access can be a bit of a leap of faith. I get it. You're handing over the keys to your kingdom. But trust me, finding the right agency or freelancer can be a game-changer. You get the expertise, the fresh perspective, and the freedom to focus on what you do best.

Read more: Easy Guide On How To Get Access To Facebook Ad Account In 2024

How to Get Access to Facebook Ad Account: The Tried-and-True Methods

Over the years, I've seen Facebook change its systems more times than I can count. But thankfully, the process for getting access to ad accounts has become relatively straightforward. Here's the lowdown:

1. Requesting Access (For Agencies and Freelancers)

Individual Access: This is your bread and butter for managing a single ad account.

• Head over to Meta Business Manager (it's where the magic happens).
• Choose the Business Portfolio you'll be working with.
• Navigate to Settings > Accounts > Ad Accounts > Add > Request to share an ad account.
• Now, here's the tricky part. You'll need the client's Ad account ID. (Pro tip: Just ask them nicely, they usually have it handy.)
• Select the roles you need (Admin, Advertiser, Analyst) and fire off that request.
• Don't forget to nudge your client to approve it!

Partner Access: This is the VIP pass to your client's entire business portfolio.

• Start in Meta Business Manager (surprise!).
• Select your Business Portfolio.
• Go to Settings > Partners > Add > Get Started.
• You'll need your client's business portfolio ID, contact name, and email. (Another pro tip: Have them find it in their Business portfolio info page.)
• Choose the assets you need access to (Pages, ad accounts, etc.) and the level of permissions.
• Double-check everything before sending it off to your client. (I've learned this one the hard way.)

2. Granting Access (For Businesses)

Access to Ad Account Only: This is for those who want to keep things simple.

• Go to Ad account setup in Ads Manager.
• Scroll down to Ad account roles > Add people.
• Type in the Facebook account name of the person you're granting access to.
• Choose their role and hit confirm.

Partner Access to Business Portfolio: This is for those who want to go all-in.

• Head to Meta Business Manager.
• Select your Business Portfolio > Settings > Partners > Add.
• You'll need the agency's business ID.
• Choose the assets and permissions you want to grant.
• Save those changes, and you're good to go!

Lessons from the Trenches: Best Practices for Managing Access

Look, I've seen my fair share of access-related mishaps over the years. So, here are a few golden rules I've learned along the way:

• Security First: Never, ever share your personal Facebook login credentials. Use the Partner Access feature to keep things secure and avoid any awkward situations.
• Communication is Key: Keep those lines of communication open with your clients. Let them know what access levels you have and keep them in the loop about any changes you're making.
• Data Ownership Matters: Make sure your clients understand that they own their data. It's their kingdom, you're just helping them rule it.
• GDPR is Your Friend: If you're dealing with client data, make sure you're following those GDPR guidelines. Nobody wants a data breach headache.
• Exit Gracefully: When it's time to part ways (it happens), make sure you hand over the reins smoothly. Don't be that agency that makes things difficult.

Troubleshooting: When Things Go Sideways (Because They Will)

Facebook's systems can be a bit finicky at times. Here are a few common issues I've encountered and how to fix them:

• Error messages about insufficient permissions: This usually means you need to request higher access levels. If you're not sure who owns the page, reach out to Facebook support.
• Error messages about violating Facebook's policies: Head to your Account Quality center and see what needs to be fixed.
• Error messages about not being able to import an asset: Double-check your permissions or have someone else in your organization try adding the asset.

3rd-Party Tools: My Secret Weapon for Streamlining Access

Now, let me introduce you to my secret weapon: 3rd-party Facebook Ads access tools.

Leadsie

This tool has been a lifesaver for managing access to client accounts. It takes all the hassle out of the process. With Leadsie, you can:

• Create those magical access links: Just share them with your clients, and they can grant access with a few clicks.
• Customize your requests: Choose exactly which assets and permissions you need.
• Make client approval a breeze: They just log in with their Facebook account and confirm. It's that easy.

Admatic

Similar to Leadsie in its core functionality: Admatic focuses on streamlining client onboarding by simplifying the process of getting access to Facebook, Google, and TikTok assets.

Key features:

• Meta, Google, and TikTok Integrations: Admatic has apps approved by all three platforms, allowing clients to connect their assets (Pages, ad accounts, Pixels, etc.) to your Business Manager account.
• Automated process: Clients can grant access with a few clicks, eliminating the need for manual ID entry and back-and-forth communication.
• White-label solution: Admatic can be branded with your agency's logo and colors, providing a seamless client experience.

AgencyPlatform

More comprehensive solution: AgencyPlatform goes beyond just access management, offering a suite of tools to manage all aspects of your agency's operations.

Key features:

• Client onboarding: Streamline the onboarding process with automated forms, questionnaires, and asset collection.
• Project management: Manage tasks, timelines, and communication within the platform.
• Reporting and analytics: Track campaign performance, generate reports, and gain insights into client data.  
• Facebook and Google Ads integration: Connect and manage client ad accounts directly within the platform.

Read more: How to Deactivate an Ad Account on Facebook: A Pro’s Guide

Wrapping Up: How to Get Access to Facebook Ad Account Like a Boss

So, there you have it. My 5 years of Facebook ad wisdom distilled into one comprehensive guide. Hopefully, you've learned a thing or two about how to get access to Facebook ad accounts, troubleshoot common issues, and streamline the whole process.

Remember, efficient ad management starts with ensuring the right people have the right access. So, go forth, conquer those campaigns, and make your clients happy!

Follow my blog Brandon Ma for more useful knowledge about Facebook ad accounts!