Giving your marketing agency the right access in Meta Business Suite is the first step to running effective ad campaigns. By granting your marketing agency access, they will be able to track performance metrics and collaborate securely without you ever needing to share your login credentials.
This guide will walk you step-by-step through how to add a trusted agency partner to your Facebook Business Manager and Meta Suite. We’ve included tips, screenshots, and everything you need to confidently add your new partner while keeping full control and visibility over your campaigns.
Step-by-Step Guide to Add an Agency to Your Facebook Business Manager
Step 1: Go to Meta Business Suite
Start by heading to business.facebook.com.
Log in using your Facebook credentials. If you manage multiple businesses, select the correct one from the dropdown in the top left corner.
Step 2: Access Business Settings
In the left-hand menu, scroll to the bottom and click “Settings”.
A new panel will appear to the right of the main navigation menu, labeled “Business Info” at the top.
Step 3: Navigate to “Partners”
Once in Business Settings, go to the left sidebar menu.
Click “Partners” under the “Users” section.
This is where you can add agencies and external businesses to manage your assets.
Step 4: Click “Add” to Assign a Partner
In the Partners tab, click the blue “Add” button. Then choose “Give a partner access to your assets”.
A pop-up will appear asking for the Business ID of the partner agency you want to add.
Step 5: Enter The Agency Business ID
In the field provided, enter the agency’s Facebook Business ID, which will need to be provided to you by their team.
Click Next to move on to asset assignment.
Step 6: Assign Asset Permissions
Now it’s time to choose which assets the agency can access. These may include:
- Facebook Pages
- Ad Accounts
- Pixels (optional but recommended)
- Instagram accounts
- Product Catalogs
- Audiences
For each asset, you can assign permissions such as View, Manage, or Admin depending on what your agency needs.
Step 7: Enable “Manage Ad Accounts” Access
In the asset permissions section, go to the “Ad Accounts” area.
Locate the ad account(s) you want to share with the trusted agency.
Under each, select the “Manage Ad Accounts” permission to grant full access. This allows the agency to create, manage, and monitor campaigns effectively.
Step 8: Grant Access to Your Dataset(s)
Scroll to the “Data Sources” section to assign access to your Pixel(s) or Customer Dataset(s).
Choose the appropriate Pixel or Dataset from the list.
Assign the necessary permission level, such as “Manage” or “View,” depending on what the agency needs to support your campaigns.
This ensures accurate data tracking, remarketing, and performance optimization.
Step 9: Confirm & Finish
Review everything to make sure you’re assigning the correct assets with the appropriate access levels.
Click “Save Changes” or “Confirm.”
The agency you’ve added will now show up in your Partner list, and will receive instant access so they can start helping your brand grow.
Tips & Best Practices
Only grant access to the assets needed. You can always add more later as your partnership evolves.
Use Business Manager, not personal accounts, for all collaborations. This keeps your assets secure and organized.
You can update or remove access anytime. Just return to the Partners tab to make changes.
Keep asset names clear. If you manage multiple brands or ad accounts, use specific names to avoid confusion.
Troubleshooting & FAQ
Q: I don’t see a “Partners” section.
A: Make sure you’re listed as an Admin on the Business Manager account.
Q: What if I added the agency to my Page directly instead of via Business Manager?
A: That limits functionality. Always use the Partner method in Business Settings for full access and tracking.
Q: How do I know if the agency successfully received access?
A: After completing the steps, the agency you’ve added should appear under the Partners tab with the assigned assets listed.
Q: Can I limit what the agency has access to?
A: Yes. You can choose specific assets and assign different permission levels (View, Manage, Admin). However, to ensure a hands-off management experience, we recommend granting access to all the relevant assets associated with your account.
Conclusion
Adding a trusted agency to your Meta Business Manager is a key step toward building a smarter, more secure marketing partnership. With the appropriate access, your agency can efficiently launch campaigns, optimize performance, and drive measurable results faster.
If you need additional support, reach out to your agency partner.
Have questions about social media management? Contact us – our team at Ripple would be happy to answer them!