Share Access on Facebook Ads

Share Access on Facebook Ads

Business Manager is a one-stop shop where you can manage all of your marketing and advertising activity on Facebook. Built for businesses of all sizes, it allows you to create ads, manage multiple assets like Facebook Pages and Instagram profiles, and easily share access to these assets across your team and with external partners. --Facebook

We recommend using a Business Manager anytime you want to share access to an ad account. The Ads Manager interface is only designed for a single user, but the Business Manager adds permissions to manage your client's assets. This enables you to ask your client for access one time and then privately share access with us through your Business Manager. Otherwise, your client would need to share access with both of us directly, and the confidentiality of our white-label arrangement would be jeopardized.

In addition, a Business Manager helps you put your best foot forward in your client relationships. It presents you as a professional with experience and avoids the need to ask that they add your personal user account on Facebook to their business assets. Through a Business Manager, we can also help you can setup custom events and detailed conversion tracking. Lastly, it streamlines the process for sharing access to multiple ad accounts, pages, pixels, catalogs, etc. because you can share in bulk instead of doing it one by one.

We require each of our partners to setup a Business Manager in order to share client assets with our team.

Setup your Facebook Ads Business Manager

First, you'll need to setup a Business Manager for your agency. Then you'll want to ask your client to set one up for their business as well. This will allow them to properly share access with you as their digital marketing agency.
  1. Login to your personal Facebook account.
  2. Navigate to Facebook Business Manager and click Create Account in the top right corner.
  3. Enter a name for your business, your name, and your work email address and click Next.
  4. Enter your business details and click Submit.
  5. In the top right, click the gear icon to navigate to Business Settings.
  6. Click the blue + Add button and select Add a Page.
  7. Enter your agency's Facebook Page name or URL.
  8. Click Add Page.

You can send these instructions to your client to help them create their Business Manager:
  1. Login to your personal Facebook account.
  2. Navigate to Facebook Business Manager and click Create Account in the top right corner.
  3. Enter a name for your business, your name, and your work email address and click Next.
  4. Enter your business details and click Submit.
  5. In the top right, click the gear icon to navigate to Business Settings.
  6. Click the blue + Add button and select Add a Page.
  7. Enter your business's Facebook Page name or URL.
  8. Click Add Page.

Ask your client to share their assets with you

First, you'll need to grab your Business Manager ID (see steps below). Then you'll need to send instructions to your client and ask them to share their assets with you. We've included a set of instructions that you can copy and paste to email them.
  1. Login to your Facebook Ads Business Manager.
  2. In the top right, click the gear icon to navigate to Business Settings.
  3. At the bottom of the left-hand column, click Business Info.
  4. Just below your business manager name at the top of the screen, copy your Business Manager ID.

Feel free to share these instructions with your client, using your own Business Manager name and ID in Step 5:
  1. Login to your Facebook Ads Business Manager.
  2. In the top right, click the gear icon to navigate to Business Settings.
  3. In the top left, click on Users > Partners.
  4. Click the blue + Add button and select Give a partner access to your assets.
  5. Enter [YOUR AGENCY]'s Partner Business ID: XXXXXXXXXXXXXXXX and click Next.
  6. In the first column (under Select Asset Type), select Pages.
  7. In the second column, select the pages you want to share and then enable the toggle for Admin Access > Manage Page.
  8. Return to the first column (under Select Asset Type) and select Ad Accounts.
  9. Back in the second column again, select the pages you want to share and then enable the toggle for Admin Access > Manage Ad Account.
  10. Click Save Changes, then click Done.
They can also share Catalogs (eCommerce), Apps, Pixels (conversion tracking), Instagram Accounts, Offline Event Sets (CallRail), Block Lists, Lines of Business, Custom Conversions, Leads Access, Domains, and / or Business Creative Folders with you when they select their pages and ad accounts. We recommend that they share all their Facebook assets with you.

Share your client's assets with oxbird

Due to our white-label partnership, the process for sharing access with us is somewhat unconventional. We'll need you to add our Onboarding Specialist as an admin on your business manager, and they'll invite a few of our specialists to get things setup.
  1. Login to your Facebook Ads Business Manager.
  2. In the top right, click the gear icon to navigate to Business Settings.
  3. In the top left, click on Users > People.
  4. Click the blue Add button and enable Admin access.
  5. Enter this email address: dylan.s@oxbird.com and click Next.
  6. Skip the assign assets process and click Invite.

Please notify our team once you have shared access so that we can check to confirm everything is working.
Access to Facebook assets is usually shared by linking business managers together as Partners (e.g. the way you linked to your client's assets). However, this does not work for white-label partnerships. You would not be able to share access to an asset with our business manager unless you owned the asset, and most clients are hesitant to relinquish ownership of their assets--and rightfully so because their payment method is often on file in the ad accounts.

Adding our individual team members as admins in your business manager allows us to bypass this issue because adding users in your business manager is a private matter for your company and the client is not notified. They may see one of our names if they look at a change log in their ad account, but they will not see our email addresses (though you will in your business manager). Note: we do not reply to customers from those emails, so please email success@oxbird.com if you have questions.


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