Meta provides an official access management system through Meta Business Manager, allowing you to securely grant permissions to specific business assets without sharing your personal account credentials.
When working with an agency, the recommended approach is to grant partner access via Business ID. This gives the agency access only to the assets you choose, such as ad accounts, Facebook Pages, Instagram accounts, product catalogs, Meta Pixel, Datasets, and other business assets. Your company remains the owner of all assets and retains full control over the permissions granted to the partner.
If your collaboration ends or your business needs change, you can revoke access or adjust permission levels at any time without affecting your advertising campaigns, audiences, Meta Pixel, or other settings. That’s why Meta’s official access management system is a much safer and more convenient solution than sharing the login credentials for your personal Facebook account.
When Should You Grant Access to Meta?
Access to Meta business assets is typically granted when another person or team needs to manage your Pages, advertising campaigns, or business data. Depending on the type of collaboration, you can either grant partner access via Business ID or add an individual user to your Meta Business Manager.
The most common scenarios for granting access include:
- A digital marketing agency responsible for launching and optimizing advertising campaigns, managing audiences, Meta Pixel, product catalogs, and analytics. For agencies, partner access via Business ID is the recommended option.
- A new marketing specialist or employee who will manage advertising, publish content, respond to messages, or oversee your company’s business assets.
- An external contractor, such as a developer setting up Meta Pixel, Conversions API, product catalogs, or website integrations.
- A freelancer responsible for running ad campaigns, creating content, or managing your Facebook and Instagram accounts.
- An analyst who needs access to advertising data, events, Datasets, or other business assets to prepare reports and evaluate campaign performance.
Regardless of who you’re working with, it’s a good practice to grant access only to the assets and permissions required for their specific responsibilities. For example, an analyst may only need view access to reporting data, while an agency managing your advertising campaigns will typically require broader permissions for your ad account.
Ways to Grant Access in Meta
Meta provides two main ways to grant access to your business assets: adding a partner via Business ID or adding an individual user as an employee. The right option depends on who needs access and the type of collaboration.
| Method | Best for | How it works | Recommendation |
|---|---|---|---|
| Add a partner via Business ID | Marketing agencies and external companies with their own Meta Business Manager | Enter the partner’s Business ID and choose which ad accounts, Facebook Pages, Instagram accounts, product catalogs, Meta Pixel, Datasets, and other assets they can access | Recommended for working with agencies |
| Add an employee | In-house marketers, analysts, and other team members | Invite the user via email and assign the required business assets and permission levels | Best for people who work directly within your company |
Partner access does not transfer ownership of your business assets. The partner receives access only to the assets and permissions you assign, while your company retains full ownership and can modify or revoke access at any time.
Adding an employee means granting access to a specific person through their own Meta account within your Business Manager. This method is intended for internal team members rather than agencies or external contractors.
How to give agency permission to manage your Facebook and Instagram page
Go to Facebook Business Manager and go to the “Pages” section to press “Assign Partners” there.
Select the method of assignment by clicking on “Business ID”.
A modal window will open, in which enter the ID of the agency to which you want to share access (in the case of newage. it is 204736103309212), and mark the selector “Access to Facebook”
How to give agency permission to manage your Facebook and Instagram ads
Go to Facebook Business Manager and go to “Ad Accounts” section.
Select the method of assignment by clicking on “Business ID”.
A modal window will open, in which enter the ID of the agency to which you want to share access (in the case of newage. it is 204736103309212), and mark the selector “Manage campaigns”
How to grant access to data management in the Meta account
Go to Facebook Business Manager and go to the “Data Sources” — “Catalogues” section to press “Assign Partners” there.
Select the method of assignment by clicking on “Business ID”.
A modal window will open, in which enter the ID of the agency to which you want to share access (in the case of newage. it is 204736103309212), and mark the selector “Manage catalog”.
Read more about Facebook post-view attribution in our article “How to Evaluate Ad Campaigns“
Meta Access Levels
When granting access to Meta business assets, you can assign different permission levels based on the user’s role and responsibilities. This helps you follow the principle of least privilege, ensuring that each user receives only the permissions necessary to perform their work.
| Access Level | What it allows | Best for |
|---|---|---|
| Full control | Complete control over a Business Portfolio or individual asset, including managing settings, users, permissions, asset ownership, and other administrative actions | Business owners and administrators |
| Partial access | Access only to selected business assets with specific permissions | Marketing agencies, marketers, analysts, and most employees |
| Task access | Permission to perform specific tasks without full control over the asset, such as creating ads, publishing content, or managing messages | Social media managers, copywriters, designers, and other specialists responsible for specific tasks |
In most cases, Partial access is sufficient for agencies and external contractors. Full control should be reserved for business owners or employees responsible for administering your Meta Business Manager. Following this approach improves account security and reduces the risk of accidental changes to your business settings.
How to Check Whether an Agency Already Has Access
To verify whether an agency already has access to your Meta Business Portfolio:
- Open Meta Business Suite and go to Business Settings.
- In the left-hand menu, select Partners.
- Find the agency in the list by its name or Business ID.
- Click on the partner to view which business assets they have access to and what permissions have been assigned.
Don’t just check whether the agency appears in the Partners list — verify that it has access to each required asset, such as your ad account, Facebook Page, Instagram account, Dataset, Meta Pixel, or Catalog. An agency may already be added as a partner but still lack access to the specific asset needed for its work.
If the agency does not appear in the Partners list, you’ll need to add it using its Business ID. If it is listed but cannot access a particular asset, open the partner’s settings and assign the additional assets or permissions required.
How to Revoke Access in Meta
You can modify or completely revoke access to your Meta business assets at any time. This is recommended when your collaboration with an agency ends, an employee leaves the company, or someone’s responsibilities change.
How to Remove a Partner
To completely remove access for an agency or another company:
- Open Meta Business Suite and go to Business Settings.
- Select Partners from the menu.
- Find the partner you want to remove.
- Click Remove Partner and confirm your action.
Once removed, the partner will lose access to all business assets that were shared through your Business Portfolio. Your ad campaigns, Pages, audiences, Datasets, Meta Pixel, and other business assets will remain under your company’s ownership.
How to Remove an Employee
To revoke access for a specific user:
- In Business Settings, open the People section.
- Select the employee you want to remove.
- Review the business assets and permissions assigned to them.
- Click Remove from Business Portfolio and confirm your action.
Once removed, the user will no longer be able to access or manage your company’s business assets through Meta Business Manager.
How to Revoke Access to a Specific Asset
You don’t have to remove a partner or employee entirely. Instead, you can revoke access to a specific business asset, such as an ad account, Facebook Page, Instagram account, Dataset, Meta Pixel, or Catalog.
To do this:
- Open the settings for the relevant partner or user.
- Go to the list of assigned business assets.
- Select the asset whose permissions you want to modify.
- Remove specific permissions or unassign the asset completely.
This option is useful when your collaboration is ongoing, but the partner or employee no longer needs access to a particular business asset.
Common Issues When Granting Access in Meta
Sometimes, after access has been granted, an agency or employee still can’t see the required business assets or manage advertising campaigns. In most cases, the issue isn’t a technical problem with Meta but rather a configuration issue within your Business Portfolio.
Incorrect Business ID
If you enter the wrong Business ID when adding a partner, the invitation may be sent to the wrong business or fail to be created altogether.
Solution: Double-check the agency’s Business ID and send the invitation again.
You Don’t Have Administrator Permissions
Only users with sufficient permissions, such as Full control, can grant access to Meta business assets.
Solution: Make sure you have administrative permissions, or ask the owner of the Business Portfolio to grant the required access.
The Asset Belongs to Another Business Portfolio
Your ad account, Facebook Page, Meta Pixel, or Catalog may belong to a different Meta Business Manager. If that’s the case, the asset won’t appear in the list of available assets when assigning permissions.
Solution: Check which Business Portfolio owns the asset and grant access from the correct one.
The Instagram Account Isn’t Connected
If your Instagram account isn’t connected to your Business Portfolio or Facebook Page, it can’t be shared with an agency or other users.
Solution: Connect the Instagram account to your Meta Business Manager first, then assign the required permissions.
The Meta Pixel or Dataset Belongs to Another Business
Your Meta Pixel or Dataset may have been created under a different Business Portfolio, making it unavailable for assignment.
Solution: Verify which Business Portfolio owns the Meta Pixel or Dataset and grant access from the correct business.
The Agency Can’t Access the Ad Account
Even if a partner has already been added to your Business Portfolio, they won’t automatically receive access to all business assets. In most cases, the ad account simply hasn’t been assigned to the partner, or the required permissions haven’t been granted.
Solution: Open the partner’s settings, review the list of assigned business assets, and make sure the ad account has been shared with the appropriate permissions enabled.
Security Best Practices
Meta Business Manager allows you to securely manage ad accounts and other business assets without sharing your personal account credentials. To minimize security risks, follow these best practices:
- Never share the login credentials for your personal Facebook account. Instead, use Meta Business Manager’s official access management system rather than a shared account.
- Grant agencies access via Business ID. This allows you to assign permissions to specific business assets without transferring ownership.
- Follow the principle of least privilege. Grant only the permissions required for a user’s specific responsibilities. For example, if a partner only needs to manage advertising campaigns, there’s no need to provide Full control over your Business Portfolio.
- Review your partners and users regularly. Periodically check who has access to your ad accounts, Facebook Pages, Meta Pixel, Datasets, Catalogs, and other business assets, and remove any unnecessary permissions.
- Remove access when the collaboration ends. If an agency, contractor, or employee no longer works with your business, revoke their access to Meta Business Manager to prevent unauthorized changes in the future.
Following these best practices will help you maintain full control over your Meta business assets, protect your advertising accounts from unauthorized access, and ensure secure collaboration with agencies and external partners.
If you need help setting up Meta Ads, managing business asset permissions, configuring Meta Pixel or Conversions API, or launching advertising campaigns, the newage. team can help you securely configure your Meta Business Manager and business assets.
FAQ: Frequently Asked Questions About Meta Business Manager Access
How do I grant an agency access to Meta Business Manager?
To grant an agency access, add it as a partner using its Business ID and assign access to the required business assets, such as ad accounts, Facebook Pages, Instagram accounts, Catalogs, Meta Pixel, Datasets, or other resources.
What types of access can I grant in Meta Business Manager?
Meta allows you to grant access to a wide range of business assets, including ad accounts, Facebook Pages, Instagram accounts, Catalogs, Meta Pixel, Datasets, Apps, and other business resources.
What’s the difference between partner access and adding an employee?
Partner access is designed for agencies and external contractors. It is granted through a Business ID, allowing you to share selected business assets without transferring ownership. Adding an employee is intended for members of your internal team. The user joins your Meta Business Manager with their own Meta account and receives access based on the permissions you assign.
How do I revoke access to Meta business assets?
You can revoke access at any time in Meta Business Manager by removing a partner or user, or by unassigning specific business assets such as ad accounts, Facebook Pages, Instagram accounts, Meta Pixel, Datasets, or Catalogs.
Is it safe to grant an agency access to Meta Business Manager?
Yes. When you use Meta’s official partner access feature via Business ID, your company retains ownership of all business assets. You can modify or revoke the agency’s permissions at any time without affecting your ad accounts, campaigns, or other business resources.