How to Give Facebook Ads Manager Access: A Comprehensive Guide

Granting access to your Facebook Ads Manager is a crucial step in scaling your advertising efforts, whether you’re collaborating with a team, an agency, or a freelance marketer. The process involves strategically assigning roles and permissions to ensure that everyone has the necessary tools without compromising your account’s security. Here’s how to do it, step-by-step:

1. Access Business Settings: The most secure and recommended method is through Facebook Business Manager (now called Meta Business Suite). Log into your Meta Business Suite account at business.facebook.com. If you don’t have one, you’ll need to create one first.
2. Navigate to Ad Accounts: Within Business Suite, locate and click on “All Tools” in the left-hand menu. From the expanded menu, find the “Ad Account Settings” section and click on “Ad Accounts”.
3. Select Your Ad Account: Choose the specific ad account you want to grant access to. Click on the name of the ad account.
4. Add People: Click on the “Add People” button. This will open a window where you can enter the email address or name of the person you want to grant access to.
5. Assign a Role: Here’s the critical part. You’ll need to choose the appropriate access level for the user. Facebook offers several roles, each with different levels of permission:
   • Admin Access: This grants the user complete control over the ad account. They can manage everything, including adding and removing people, changing payment methods, and creating/managing campaigns. Be very cautious when assigning Admin access.
   • Advertiser Access: This allows the user to create, edit, and view ads, as well as access reports. They cannot manage account settings or add/remove people.
   • Analyst Access: This grants the user permission to view ad performance reports only. They cannot make any changes to the campaigns or settings.
   • Custom Access: This allows for very granular control over the user’s access levels. You can select specific permissions, like manage campaigns, view performance, edit creative assets, etc.
6. Confirm and Invite: Once you’ve selected the role, click “Assign”. Facebook will send an invitation to the email address you entered. The recipient will need to accept the invitation to gain access to your ad account.

It’s that simple! Properly managing these roles is key to maintaining control and security over your advertising investments.

Understanding Roles and Permissions

Choosing the right role is crucial for effective collaboration and security. Giving someone too much access can be risky, while not giving them enough can hinder their ability to do their job. Think carefully about the responsibilities of each user and assign roles accordingly.

Detailed Breakdown of Permissions

For Custom Access, understanding the individual permissions is vital. Here’s a breakdown:

• Manage Campaigns: Allows the user to create, edit, pause, and delete campaigns, ad sets, and ads.
• View Performance: Allows the user to view performance reports and data.
• Manage Creative Hub: Allows the user to manage creative assets, such as images and videos, within the Creative Hub.
• Edit Pixel: Allows the user to manage the Facebook Pixel, including setting up events and audiences.
• Manage Catalogs: Allows the user to manage product catalogs for dynamic ads.
• Manage Billing: Allows the user to manage the payment methods associated with the ad account.
• Manage Roles: Allows the user to add and remove people and assign roles (typically restricted to Admin Access).

Best Practices for Managing Access

• Regularly Review Permissions: Periodically review the users who have access to your ad account and ensure that their roles are still appropriate. When someone leaves your team or completes a project, revoke their access.
• Two-Factor Authentication: Encourage all users with access to your ad account to enable two-factor authentication for added security.
• Use Business Manager (Meta Business Suite): Always grant access through Business Manager rather than directly through the Ads Manager interface. This provides a centralized and more secure way to manage all your Facebook assets.
• Document Everything: Keep a record of who has access to your ad account and what roles they have. This will help you stay organized and track changes.
• Educate Your Team: Ensure that everyone who has access to your ad account understands their responsibilities and the importance of protecting your account’s security.

Frequently Asked Questions (FAQs)

Here are 12 frequently asked questions regarding Facebook Ads Manager access, along with detailed answers:

1. How do I remove someone’s access to my Facebook Ads Manager?

Go to Business Settings within Meta Business Suite, navigate to Ad Accounts, select the ad account, and find the person you want to remove. Click the three dots next to their name and select “Remove from Ad Account”. Confirm your decision.

2. What is the difference between Admin access, Advertiser access, and Analyst access?

Admin access has full control, including managing users and billing. Advertiser access can create and manage campaigns but cannot manage users or billing. Analyst access can only view reports.

3. Can I give someone access to multiple ad accounts at once?

Yes, within Business Settings, you can select multiple ad accounts and add a person, assigning them the same role across all selected accounts. This saves time when working with agencies managing multiple accounts.

4. What happens if someone already has access to my ad account through the old interface?

It’s best to manage all access through Business Settings. If someone has access outside of Business Settings, encourage them to link their personal account to the Business Manager and then manage permissions from there. The old interface will eventually be deprecated.

5. How do I know who has access to my Facebook Ads Manager?

Within Business Settings, go to Ad Accounts, select the ad account, and then click on the “People” tab. This will display a list of all users who have access and their assigned roles.

6. Can I give someone temporary access to my Facebook Ads Manager?

Facebook doesn’t have a built-in “temporary access” feature. However, you can grant access for a specific period and then manually remove it when the time is up. Set a reminder for yourself to revoke the access.

7. What if the person I want to add doesn’t have a Facebook account?

They need a Facebook account (a personal profile) to be granted access. This profile is then linked to their work within the Business Settings.

8. Why am I unable to add someone to my ad account?

Possible reasons include: you don’t have Admin access, you’ve reached the maximum number of users allowed for your account, or the person you’re trying to add already has access with a different role.

9. How do I change someone’s role in my Facebook Ads Manager?

Within Business Settings, go to Ad Accounts, select the ad account, find the person, click the three dots next to their name, and select “Change Role”. Choose the new role and confirm.

10. Is it safe to give someone Admin access to my Facebook Ads Manager?

Giving Admin access should be reserved for trusted individuals or agencies with whom you have a strong relationship. Admin access grants complete control, so choose wisely. For most scenarios, Advertiser or Custom access is sufficient.

11. Can I track the changes made by different users in my Facebook Ads Manager?

Facebook provides an activity log within the Ads Manager. This log tracks changes made by different users, allowing you to monitor their actions. However, it’s not always incredibly detailed.

12. What if I accidentally gave someone the wrong access level?

You can easily rectify this by following the steps in question #9 (changing someone’s role). Immediately adjust the role to the correct level to prevent any unintended consequences.

By following these steps and understanding the nuances of Facebook Ads Manager access, you can effectively collaborate with your team, agencies, or freelancers while maintaining control and security over your advertising investments. Remember to prioritize security and regularly review permissions to ensure that your ad account remains protected.