Skip to Content
LLM Decode learn.llmdecode.com
Back to all resources
SOP-062

Grant Access to Facebook_Meta Business Manager

Grant Access to Facebook/Meta Business Manager Properly and securely assign and revoke employees, freelancers, and partners access to a Facebook Asset and have full control over who has access to what.

Operations Facebook Client Management
Type SOPs · PDF
Execution time 10 mins
Last updated 14 April 2025
Who does this Business owner who has admin access to Meta Business Suite
Length 19 pages
Unlock the library ₹ 6,999.00 ₹ 3,999.00

Goal

To grant Meta Business Suite access to agency, contractor, or employees so they can help manage your Facebook or Instagram page or ads

Ideal outcome

Your agency, contractor, or employees will have access (but not ownership) to your Meta Business Suite account

Why it matters

If your assets aren’t properly accounted for and managed, you can easily lose track who has access to what

Before you start

• You need a Meta Business Suite account. If you don’t have one yet (or have not heard of Business Manager), you can follow the “Create a Meta Business Suite Account” chapter of SOP 010 (web version); • This guide will also need your Facebook page and Ads Manager to be managed by a Meta Business Suite account, NOT from a personal account. If you haven’t done so, please refer to SOP 114 (web version) to migrate Meta Assets from personal to Meta Business Suite

Key steps 32 steps

What is inside 37 headings

1 Migrating Facebook Page and Ads Manager from a personal account to Business Manager 14

  1. Log in to your Meta Business Suite account here.
  2. On the sidebar, click on the gear icon or “Settings” → “Pages” under Accounts→ “+Add”.
  3. Select "Add an existing Facebook Page".
  4. Search for your page’s name or paste your page URL → Click “Next”. If the Facebook page is connected to Instagram (this is recommended), you must add both together.
  5. Confirm who has full access before clicking "Next" to proceed.
  6. Finally, tick the box below to agree to Meta's policies and terms related to your business portfolio and click "Add Page and Instagram". You will be asked to log in to the business's Instagram account.
  7. That’s it! You’ve added your Facebook/Instagram page to your Meta Business Suite. Your request is immediately approved if you are already an Admin of the page.
  8. Log in to your Meta Business Suite account here.
  9. On the sidebar, click on the gear icon or "Settings"→ “Ad Accounts” under Accounts → “+ Add”.
  10. Select "Add an existing ad account".
  11. Next, you’ll find a field prompting you to enter your “Ad account ID”.
  12. You can find your Ad account ID by opening “Ads Manager” and clicking on the top-left dropdown. Copy that Ad account ID over to that field and click “Next”.
  13. Confirm the Ad account ID and tick the box below to agree to Meta's terms and policies. Click "Add ad account".
  14. That’s it! Click "Done", and you’ve claimed your Ad Account. Note that once it is claimed, you cannot remove the ad account from the business portfolio.

2 Jump to the section of this SOP that fits your needs

3 Granting Meta Business Suite access to an agency or contractor 7

  1. Head to your Meta Business Suite account here. If you have several accounts, select the relevant one.
  2. Click on the gear icon → “Partners” under Users → “Add”.
  3. Select "Give a partner access to your assets".
  4. Enter your partner’s business ID (your partner needs to provide you with this) → “Next”.
  5. Next, go to "Settings" → "Ad accounts" under Accounts → "Assign partner".
  6. Enter the partner's business ID again and toggle on "Full control" of the ad account. Click "Assign" to proceed.
  7. That’s it! You’ve successfully given access to your assets to your partner’s Meta Business Suite account, who can now assign the same permissions that you’ve set to other team members.

4 Granting Meta Business Suite access to a personal account 7

  1. Head to your Meta Business Suite account here. If you have several accounts, select the relevant one.
  2. Click on the gear icon or "Settings" → "People" under Users → “Invite people”.
  3. Enter the email address of the person to whom you want to give access (ideally, their work email; it doesn’t need to be the email associated with their personal Facebook account). Make sure you are assigning the right roles, and click “Next”. Toggle on "Temporary access" if required.
  4. Next, assign access, either partially or full control. If you would like the person to manage financial information, click "View advanced options" and click “Next”.
  5. Next, assign all assets and set assigned permissions, either partially or full control. Click "Next" to proceed.
  6. Finally, review the invitation before clicking "Send Invitation".
  7. That’s it! Your employee will receive a confirmation email that they can use to connect their own account. You might want to send your employee the instructions below.

5 Employee’s Instructions 4

  1. Your employee will receive an email containing the confirmation link a few minutes after you’ve sent the invite.
  2. Open the email → Click “Get Started”.
  3. Add your name and click “Continue”.
  4. Log in to your personal Facebook account, and that’s it! The Meta Business Suite account and its assets are now shared!

The document 19 pages

The file is locked

It comes with the SOP Library.

Unlock the library ₹ 6,999.00 ₹ 3,999.00

Bought from LLM Decode before? Sign in to pay ₹ 1,999.00.

Up next · SOP-063 How to Manage User Access for Google Ads Accounts Properly and securely assign and revoke employees, freelancers, and partners access to your Google Ads account and have full control over who has access to what Unlock to read