How to Get Client Access to Facebook Ads Without the Back-and-Forth

As a marketing agency, getting proper access to your clients' Facebook Ads accounts is crucial for campaign management. However, this process often involves endless back-and-forth emails, confused clients, and delayed campaign launches. Here's how to streamline this process and avoid common pitfalls.

Understanding Facebook Ads Access Levels

Facebook offers several access levels for Business Manager accounts. Understanding these is key to requesting the right permissions:

• Admin: Full control over the Business Manager and all assets
• Editor: Can create and manage ads, but can't add or remove people
• Advertiser: Can create and manage ads within assigned ad accounts
• Analyst: View-only access to reports and insights

Step-by-Step Process

1. Prepare Your Request

Before reaching out to your client, prepare a clear, concise request that includes:

• Specific access level needed (usually Editor or Advertiser)
• Which ad accounts you need access to
• Why this access is necessary for their campaigns
• Timeline for when you need access

2. Use Meta Business Manager

The most efficient way to manage access is through Meta Business Manager. This centralized platform allows clients to:

• Grant access to multiple ad accounts at once
• Set specific permissions for each team member
• Monitor who has access to what
• Revoke access when needed

Common Pitfalls to Avoid

Personal vs. Business Accounts

Many clients confuse personal Facebook accounts with Business Manager accounts. Ensure your client has a proper Business Manager account set up before requesting access.

Insufficient Permissions

Requesting too little access can lead to delays when you need to make changes. Be specific about what permissions you need and why.

Missing Assets

Sometimes clients forget to grant access to specific ad accounts, pages, or catalogs. Create a comprehensive checklist of all assets you need access to.

Pro Tips for Success

• Use screen recordings: Create short videos showing clients exactly how to grant access
• Set expectations: Let clients know this is a one-time setup process
• Follow up promptly: Check access within 24 hours of the request
• Document everything: Keep records of what access was granted and when

Alternative Solutions

If the traditional process is still causing issues, consider using tools like ClientFuse that streamline the entire access request process. These tools can:

• Send branded access requests to clients
• Track which permissions have been granted
• Provide clear instructions for each platform
• Automate follow-up reminders

Conclusion

Getting proper Facebook Ads access doesn't have to be a nightmare. With clear communication, proper preparation, and the right tools, you can streamline this process and get your campaigns running faster than ever.