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How to Request Access to a Facebook Page, Ad Account and Meta Business Manager in 2024 (without confusing your clients)

Are you an agency or freelancer who manages Facebook pages and ads for clients? In this article, we show you the easiest way to request access to your clients’ Facebook & Meta assets. Need to get added as a Partner to your client's Meta Business Manager? We'll show you how that's done too...with this article the confusion will be gone forever!! 🤩

Johannes Radig
January 11, 2024
|
6 min. read
Article Content
Why do you need access to your clients’ Facebook page and other assets?
Is it possible to just log in to my client’s Facebook Page or Business Account?
How to request access to a Facebook page, and assets (manually via Meta Business Manager)
How to request access to a client’s Facebook page only (manually via Meta Business Manager)
How to get access to a client's Facebook Ad Account only (manually via Meta Business Manager)
Troubleshooting
The quickest way to get access to Facebook pages, Instagram, Ad Accounts, Datasets, Pixels and more
Explainer: Why requesting access to Facebook assets as a “Partner” is better than as an individual?
Get Access to Facebook Assets (Page, Ad Account and more) in just 2-Clicks

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 Facebook 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.

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

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.

This is because 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 🤯 

So your client can't share their business page "login" credentials for you to get access to their page.

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.  

How to request access to a Facebook page, and assets (manually via Meta Business Manager)

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

The disadvantages of requesting access with the manual method:

  • You must know your clients’ Meta Business Manager ID
  • Your client must have Meta 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 Meta 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 explainer about how Leadsie makes your life simpler? Here you go!

Step by Step: Request partner access to client Facebook assets

  1. Go to your Meta Business Manager and at the top, select the Business Manager account you want to use to get access to your clients' assets
  2. In the bottom left corner, select the cog symbol which is “Settings”
  3. Click “Partners”
how to request Facebook asset access in Business Manager

4. Click on “Add” and select “Ask a Partner to share their assets”

Select Ask Partner to share their assets in Facebook Business Manager

5. Click “Get Started”

Request access to partner business assets

6. Fill out the requested information and click “Request asset types”

Fill our request access details

7. Choose the asset types you require access to and then the permissions you need (you will need to request the permissions separately for each asset type you want access to: pages, ad accounts, catalogs, pixels, and Instagram accounts).

Click each asset type one at a time and use the blue toggles to turn on your requested permissions.

Select assets and permissions in Facebook business manager

8. Once you've selected all the assets you want access to, click “Next: Confirm and review”

9. Add a message for your client, review your request, click “Send”

Review your request

10. Your client will now receive an email like this:

client email

Your client now needs to click “View in Business Manager” which will take them to Meta Business Manager, select the permissions 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 😎.

How to request access to a Facebook page only (manually via Meta Business Manager)

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 Facebook page access:

  • You must assign a primary Facebook Page to your Business Manager (for identification)
  • Your client must go to Facebook to approve your request

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

Here’s how it works:

1. Go to your Meta Business Manager.

2. Click “Accounts”, then “Pages

Select pages

3. Click “Add”  

Request Access to a Page

4. Click “Request access to a Page”  

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

Select your Primary Business Page

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

6. Select the necessary access level you require depending on whether you need Partial access or Full control

7. Click “Request Access” and your client will receive an email, like this:

page access email

8. To grant you access, it’s your client’s turn. The admin(s) of the page will need to click the “Review Request in Business Manager” button and hit “Accept Request”

9. You can see your client’s page in the list of pages you have access to, Request pending will disappear once they approve your request

pages with access

Now you have page access, you can manage your client's Facebook page and post on it.

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

How to get access to a Facebook Ad Account only (manually via Meta Business Manager)

For this method, your client does not need to have Business Manager set up, just a Facebook Ad Account.

The disadvantages are:

  • You need to know your client’s Ad Account ID
  • 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 Ad Account of your client, no other assets
  • Here’s how it works:

    1. Go to your Meta Business Manager.

    2. Click the cog in the bottom right corner for Settings

    3. In the left menu, under “Accounts”, go to Ad Accounts

    select ad accounts

    4. Click “Add”, select  “Request access to an an ad account”

    Request access to an add account

    5. Type in your client’s Ad Account ID (you will need to ask them for this), select the level of access you need

    6. Click “Confirm”

    Request access to Facebook ad account

    7. You will receive confirmation that your request is sent!

    Request Sent

    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.

    Learn More: "Everything you need to know about Facebook Datasets"

    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.

    The easiest way to get access to Facebook pages, Instagram, Ad Accounts, Datasets 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 🤯

    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.

    Leadsie Access Links

    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 💥

    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 Meta 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.

    Meta 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 Meta 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 Meta 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 Meta Business Manager, their assets will be automatically added and shared with you.

    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? ❤️

    Do you want to simplify your client onboarding as well and save yourself *and* your clients hassle?

    See for yourself how much hassle Leadsie saves you, pop in your email below and get a free 14-day trial.

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    ABOUT THE AUTHOR
    Johannes Radig

    A self-confessed marketing geek with a fetish for spreadsheets, Johannes is in his element when solving problems and building systems for solutions. When he’s not working on Leadsie, you’ll find him sharing his expertise with other startups as a mentor for 500 Global. In his spare time, he enjoys flinging a ball around a tennis court and cycling up daunting-looking mountains.