The Ultimate Guide to Adding an Agency to Your Facebook Ad Assets

Keenan Townsend

May 23, 2019

Whether you’ve finally decided on a digital marketing agency or are in the process of deciding, you’ll more than likely need to grant them access to your Facebook ad assets. In this guide you’ll learn how to quickly and easily add an agency, or user, to your Facebook assets along with the appropriate permissions they will need in order to fulfil your wants and needs.

When logged in to your Facebook ad account go to settings:

Once in the settings section select add people:

From there you’ll be prompted to add the name or email of the person you want to add. You’ll also need to select their role. What you select will determine what this user can and can’t do within Facebook Ads. See table below for permissions levels and what they allow the user to work on:

At Four15 Digital, we suggest giving Admin access to the agency account lead. The account lead would then be able to add other team members without having to bother the client each time we need to add resources.

Once you select confirm an invite will be sent to that user via email.

If your company uses Facebook’s product catalogue feature you can quickly add an agency or users with these following steps:

1. 1. Frome your business manager click settings.
2. 2. Under data sources select catalogs:
3. 
4. 3. You can then select the catalog you wish to share and add users at the appropriate level. Like the access setting, at Four15, we always encourage clients give admin access so that we can quickly and easily add other team members without having to bother them. See access levels below:
5. 
6. 4. Select connect and you’ll be good to go!

Adding an agency to your Facebook Pixel will enable them to do a quick Q/A of your tracking to ensure everything works as needed. It will also allow them to set up new conversion events such as a new website conversion for a new campaign.

1. 1. First go to settings from your business manager.
2. 2. Under data sources select pixels:
3. 
4. 3. Then select your pixel you’d like to share and click assign partners:
   
5. 
6. 4. Enter the agency’s business ID.
7. 5. You’ll then be prompted to select the access level, standard or admin. At Four15, we always encourage admin level access so that we can have full access for diagnostic issues as well as to not bother your, the client, every time we need to add a new user. You may be sensing a pattern here. See chart below for definitions of the levels:
8. 
9. 6. Once you’ve chosen you can select next and then done. Your pixel will be shared!

There are two ways to go about adding a user to your Facebook page, one from the business manager and one from the page itself. If you’re adding an agency it’s best to add them through the business manager because you’ll be able to select their business manager as a whole and not have to select individuals one by one like you would have to do from the page.

1. 1. First go to settings from your business manager.
2. 2. Under accounts select pages:
3. 
4. 3. From there select the page you want to share and click assign partners:
   
5. 

After you’ve selected assign partners you can either share a link with someone or add them by their business ID. Again, you’ll need to select the level of permissions. Here too we encourage you give admin access so that your agency would be able to add more team members and Q/A things like Facebook to your CRM integrations. See access level details below:

Select close or connect and you’ll be good to go!

With all of these assets shared your auditing or new agency will be able to take control of your Facebook Ads from every aspect.