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How to Give Access to the Meta Business Suite
Here’s All the GOOD Bits:
- How to grant others access to your business assets in Meta Business Suite – for giving colleagues, team members or an agency the right level of access without sharing personal logins.
- Adding people – Go to Settings, open the People section, and invite someone by email, then assign them roles such as Editor, Moderator, or Advertiser. Then set their business-level access.
- Connecting a partner or agency – in the Partners area, connect them using their 16-digit business portfolio ID under Business Info.
- Purpose and payoff – access management lets you collaborate securely, keep control of your assets, and hand the right people the right permissions without ever sharing personal login details.
Giving access to the Meta Business Suite Account involves assigning roles to individuals or partners. These roles determine the level of access and permissions someone has within your business account. Follow these steps to grant access:
Granting Access: Step By Step
1. Log In to Your Meta Business Suite Account:
- Open your web browser and go to Meta Business.
- Log in using your credentials.
- In the top right corner, click on the gear icon and select “Business Settings” from the dropdown menu.
2. Choose the Business Account:
- Under “Business Settings,” select the business account you want to grant access to.
3. Click on "People":
- In the left sidebar, click on “People.” This section manages the individuals and partners who have access to your business account.
4. Add a New Person or Partner:
- Click the “+ Add” button to add a new person or partner to your business account.
5. Enter Email or Name:
- Enter the email address or name of the person you want to grant access to.
- If the person is already a friend on Facebook, their name should appear in the suggestions.
6. Choose Role:
- Select the role you want to assign to the person. Roles include roles like Admin, Editor, Moderator, Advertiser, etc.
- Each role has different levels of access and permissions.
7. Define Access Level:
- Depending on the role, you may need to further define access. For example, an Advertiser might need access to Ads Manager, while an Analyst might only need access to Insights.
8. Review and Confirm:
- Review the information to ensure it’s accurate.
- If everything is correct, click “Invite” or “Add” to send the invitation.
9. Confirmation Email:
- The person you invited will receive a confirmation email. They need to follow the link in the email to accept the invitation.
- Once the person accepts the invitation, their status in the “People” section will change from “Invited” to “Active.”
10. Adjust Access at Any Time:
In the “People” section, you can modify roles or remove access at any time by clicking on the person’s name.
Congratulations! You have successfully granted access to your Meta Business Suite account. Ensure you regularly review and update access permissions as your business needs change.
Adding Colleagues to Help Manage Your Meta Assets:
If you want to collaborate with colleagues and share responsibility for managing your Meta assets, you can easily invite them to your Business Account by following the same procedure you use to grant access.
- Navigate to Business Settings: follow steps 1-3 from the previous guide to access it.
- Click on “People” under the Meta Business logo in the left sidebar.
- Add Colleague: Click the “Invite people” button and enter the email addresses or names of your colleagues.
- Choose roles.
- Define Access: specify the level of access each colleague should have. Ensure you grant the necessary permissions so they can effectively contribute to your Facebook assets.
- Click “Next” and confirm: follow steps 9 to 12 from the previous guide to complete the process.
Now, your colleagues will be able to collaborate with you in managing your Facebook assets.
Connecting Your Business Partners or Ad Agency:
If you’re working with external partners, such as a marketing agency or business collaborators, you can connect them to your Meta Business Suite Account for seamless collaboration:
1. Navigate to Business Settings:
- Access Business Settings as described in steps 1 to 3 from the previous guide.
2. Click on "Partners":
- Instead of “People,” select “Partners” from the left sidebar.
3. Add Partner:
- Click the “+ Add” button to add a business partner or agency.
4. Enter Partner's Business ID:
- Enter your partner’s or agency’s business ID, the. This ID is unique to each business and can be obtained from your partner.
5. Define Access and Permissions:
- Specify the level of access and permissions your partner or agency should have. Facebook provides different access levels to choose from.
6. Send Request:
- Click “Send Request” to notify your partner or agency about the collaboration.
7. Await Partner Confirmation:
- Your partner will receive a notification and needs to confirm the connection. Once confirmed, they will have access to the specified assets.
Following these steps, you can easily connect and collaborate with external partners or agencies, streamlining your Facebook marketing efforts.
Something we’ve learnt the hard way, managing who has access to your shared accounts can get messy fast. We use Daito 2FA to manage team access, without passing codes around manually. Just a little tip.
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