Which facebook roles are able to manage an ad account? (choose all that apply)

A Twitter Ads account is how you can set up, run, and analyze Promoted Ad campaigns on Twitter. You must sign up for a Twitter Ads account at ads.twitter.com, after which you'll have a Twitter Ads account in addition to your organic account.

Your Twitter Ads account is linked to the handle you create it from. For example, if you have a personal Twitter account and a business Twitter account, log in to your business Twitter account and go to ads.twitter.com. From there, you can sign up for Twitter Ads and promote content on behalf of your business Twitter. Ads will show up as being "Promoted" from the handle of your Twitter Ads account.

Keep in mind there is no difference in the account creation process for Twitter accounts for personal use and Twitter accounts for business use. The difference is how you decide to use your Twitter account. 

If you have a business with an online presence, chances are you’re using Facebook or Instagram as part of your digital marketing strategy. Navigating Facebook’s Business Manager can be a nightmare if you aren’t a seasoned Facebook user. 

We’ve all been there, experiencing frustration when trying to request access to a page that the owner doesn’t have a clue how to grant access to. 

That’s why we wrote this article, to make it as simple as possible for you to request access to Facebook pages, ad accounts and Business Managers. 

What to jump straight to the tutorial? Click here.

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Why do you need access to your clients’ Facebook page and other assets?‍

Typically, agencies and freelancers need to request access to Facebook pages so they can:

• Create and run Facebook and Instagram ads
• Manage a Facebook Business page and Instagram account 
• Create posts, stories and reels for Instagram and Facebook
• Manage Facebook and Instagram stores
• To answer customer comments, messages and enquires 

Which Facebook assets can you get access to?

In order to perform the tasks above, you need to request access to your clients’:

• Facebook Page - to manage a page, assign page roles and post organic content 
• Facebook Ad Account - to run and manage ads
• Facebook Pixel - to manage events and create custom conversions
• Instagram - to post content, send messages and run ads 
• Product Catalogue - to run product ads and manage Facebook Commerce
• Leads - download and manage leads generate through ads
• Apps - manage your clients’ custom app

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Isn't it possible to just log in to my client’s Facebook Page or Business Account?

It’s not possible to just “login” to someone else’s Facebook page or business account. There are no business credentials you can request and use to just log in. 

All Facebook pages are set up through someone’s personal Facebook account. That means you can’t create a Facebook business page without a personal Facebook account 🤯 

The only thing your client could do is share their personal Facebook login details of the personal account connected to the Facebook page.  

Should they do that? 

Absolutely not. 

Sharing account login details of a personal account is a big security risk and it will cause problems because of 2-factor authentication (required for most Facebook Business functions).

Instead, you will need to get added as what Facebook calls a “Partner”.  

Curious about why partner access is the best way to share Facebook access? Jump to our explainer section below.  

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(1) How to request access to Facebook pages and other assets (the manual way)

Let’s go through step by step how to request admin access to Facebook pages via your client’s Facebook Business Manager.

The disadvantages of requesting access with the manual method:

• You must know your clients’ Facebook Business Manager ID
• Your client must have Facebook Business Manager set up (most clients don’t)
• You'll need your contact's name and email address (that should be fine), and they need to confirm your request via that email (more effort!)
• You won’t know if you have access until you check your Facebook Business Manager

Spoiler Alert: We built the tool Leadsie to get rid of all those disadvantages. 

Every time you get a new client or run an audit for a new prospect, you will no longer need to go through the below process.

With our tool, all you need to do is share your private access link with your client. They then log in with their FB account and confirm access. It’s as simple as that! Click here to jump straight to how to do it with Leadsie.

Prefer a video? Here you go!

Get this guide and step-by-step instructions for 13+ tools

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Step by Step: Request Partner Access to Client Facebook Assets (Page, Ad Account, Pixel, etc.) through Facebook Business Manager

1. Go to your Facebook Business Manager and select the Business Manager account you want to use with your clients
2. On the left side, select Partners
3. Click on “Add” and select “Ask a Partner to share their assets”

Next, fill out the information:

Then choose the asset types you require access to (page, ad account, pixels, etc.)

Your client will now receive an email like this:

Your client now needs to go to Facebook Business Manager, select the assets for each asset type, and confirm. Then you'll have access.

Want to learn how to get access in just 2-Clicks, without having to know your client's business manager ID? Click here 😎.

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(2) How to request access to your client’s Facebook page only

If you only need access to the client’s Facebook Page and none of the other assets, your client does not need to have Business Manager set up.

Disadvantages of manually requesting access to a Facebook page:

• You must assign a primary Facebook Page to your Business Manager (for identification)
• Your client must go to Facebook to approve your request (there won’t be any emails)

You can only get access to the Facebook Page of your client, no other assets

Here’s how it works:

First, go to your Facebook Business Manager.

On the left menu, under “Accounts”, go to Pages

Click on “Add” and select “Request Access to a Page”

If you have not done so, select the primary page for your business.

Find your client's page by typing in the name of the page

Then, select the necessary access level you require depending on whether you need admin permissions or standard access:

Now, hit “Request Access” and your client will receive a notification within Facebook.

Now to grant you access, it’s your client’s turn. The admin(s) of the page will see a notification in their personal Facebook account (not their Facebook Business Manager account):

They’ll see that you requested access to their Page and need to hit “Accept Request”

And now you're done. Now you can see your client’s page under the pages you have access to.

Before you can use your access, make sure you add yourself by clicking “Add People” as well.

Now you have page access, you can manage their Facebook page and post on it.

Would have been nice to get all of this in 2 clicks, right? Well, with Leadsie, you can 🤩

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(3) How to get access to a client's Facebook Ad Account only

For this method, your client does not need to have Business Manager set up.

The disadvantages are:

Here’s how it works:

First, go to your Facebook Business Manager.

On the left menu, under “Accounts”, go to Ad Accounts , and click on “Add”.

Type in your client’s Ad Account ID, select the level of access you need hit “confirm”.

Now, your request has been sent and an admin of the Ad Account has to confirm it within Facebook.

As soon as the request access to ad account is granted, it will show as an asset in your Business Manager.

You may see notifications such as 'only people with full control of the page can claim it into this business account', if this happens, you'll need to ask for more permissions from your client.

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Troubleshooting

In the process of requesting access to Facebook pages, ad accounts or Business Managers you may get some error messages. Here’s what they mean and what you can do!

• “Only people with full control of the page can claim it into this business account” or “You cannot claim this page. You are not an admin on this page or you only have access via an agency.”

If you’re getting this message, you’re probably not the admin of the page that you are trying to add to the page. Don’t know who owns the page or can’t get hold of them? Read our guide on how to recover access to Facebook pages.

• To gain access to more business accounts, you must consistently comply with our policies when running ads.

It looks like your business account is not in perfect standing - you have previously violated some of Facebook’s policies. To see what the issues were and what you can do about them, visit your Account Quality center in your Business dashboard.

• You do not have sufficient permissions to import this asset into the given business.

It appears that for the particular asset you’re trying to add to this business, you don’t have enough permissions (i.e. admin rights). Check if someone else in your organization has these permissions and is able to add the asset to your Business Manager?

If you are unable to find or contact that person, you can reach out to the Facebook support. Use our guide on how to recover your lost access for Meta assets you own here.

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(4) The easiest way to get access to Facebook pages, Instagram, Ad Accounts, Pixels and more

Ready for the revolution? 😎

We don’t know why people need a PhD in Facebook Ads to give you access, but we were fed up with it. So we built a tool that makes requesting and giving access easy as pie 🥧.

Here's how the whole process works with Leadsie: It’s as simple as copying your link and sending it to your client 🤯

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You have 2 links, one for view-only access, one for “manage” access (admin) access. Just share the link that’s suitable with your client.

Only want to request specific assets? No problem, you can also create a custom request and share that with your client.

Your client simply needs to open your request link in their browser (also works great on mobile), login with their Facebook Account, confirm the assets you requested, and it's done 💥

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Explainer: Why requesting access to Facebook assets as a “Partner” is better than as an individual?

There are a few different ways to get access to your clients' Facebook assets. They range Instead of asking for from using your clients' login (remember, never do that!), to getting individually added via your personal Facebook account as a person to your clients' page or ad account, requesting access as a Facebook Partner is optimal.  None of these options are great though. 

Here are a few reasons why:

1. You can assign Facebook asset access to your team 

So you got granted Partner access by your client, woohoo.🥳  BUT you’re not the one who will manage the account. You need to give your team members different levels of access so they can post content, run reports, manage ads and more. 

If you were added as a Partner, you can give your team members access to the required permission levels to manage the client account. It’s not only more secure but saves your client from needing to grant each of your team members individual access. 

2. Transparency

If you want to build a lasting client relationship based on trust, you have to be transparent with your client. Getting added as a Partner to their Business Manager means that your client remains in control and always has the ability to see what changes you are making.

Some agencies and freelancers are worried that your client might "steal" your secret tactics. Trust me, all the secrets are out. Your client is trusting you because they don't (and can't) do it themselves, not to steal your secret playbook!

3. Data ownership (GDPR)

Data ownership is a minefield you don't want to get too far into.

Your client retains ownership over their assets and data using Facebook Business Manager, rather than connecting your personal Facebook account. You are also not collecting data in your account and avoid any liability for a GDPR breach.

4. A clean way out

Business relationships end. Maybe your client decides to take social media in-house or they want to try another agency - or they stop running advertising.

When the inevitable happens, you don't want to be the holder of all the keys. You want an easy way out, so if the next agency needs access to an account, you are not the one who has to give it to them. We've all been there. Just keep it simple and leave ownership of assets with your client.

Facebook Business Manager (or Meta Business Suite) allow you to manage and access all Facebook business assets in one central place. While clients often don't have Facebook Business Manager set up, especially if they don't have a Facebook ad account, it is highly advisable for them to set this up.

If your clients don't have Facebook Business Manager set up, here is a how to guide.

With our tool Leadsie, you don't need to worry about this bit 😉 Your client will be walked through the creation of a Facebook Business Manager, their assets will be automatically added and shared with you.

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Get Access to Facebook Assets (Page, Ad Account and more) in just 2-Clicks

Put a stop to the access request headaches and start getting the work done for your clients straight away. 

What do our clients say? ❤️

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