About to start working with a partner (i.e., agency, freelancer, etc) on your Meta Ads?
Well, youโve come to the right place.
Trust me when I say we’ve seen it all, from agencies that set up pixels, ad accounts, and everything in between under their own ownership.
On our services side, we are always adamant about getting the setup right for the business. Even with ScaleMath, partnerships arenโt always forever, and even if they are โ ad accounts and data should always belong to the company.
So, if you work with an agency that tries any of the following โ run for the hills:
- Run billing through them (i.e., they pay for ads and bill you)
- Set up a new account or use another ad account to run ads (yes, this can mean they still use your existing Facebook page to run ads, but the data would all belong to their Meta Business profile, not yours).
It may sound like Iโm overstating the risks here, but Iโve personally advised startups (as well as companies weโve operated through ScaleMath) that have been burned by some very โwell-renownedโ ad agencies that still do this sort of thing. How they get away with it is completely beyond me because it is incredibly unethical.
So, disclaimers and warnings aside โ this right here is how you should be granting partners (ad agencies, freelancers, or any third party) access to your ads account:
Head to the Meta Business manager: https://business.facebook.com
Toggle the account switcher and select the settings (gear) icon as shown below:
![f65c6253 fe1f 4f28 8243 c5c918efbdfd How To Invite An Agency To Your Meta Facebook Ads Account](https://scalemath.com/wp-content/uploads/f65c6253-fe1f-4f28-8243-c5c918efbdfd_How-To-Invite-An-Agency-To-Your-Meta-Facebook-Ads-Account.png)
Once in settings, head to the Users > Partners area:
![bc3c8577 c90c 464e b4bc f02b3cfcef34 How To Invite An Agency To Your Meta Facebook Ads Account](https://scalemath.com/wp-content/uploads/bc3c8577-c90c-464e-b4bc-f02b3cfcef34_How-To-Invite-An-Agency-To-Your-Meta-Facebook-Ads-Account.png)
In this example, this account does not yet have any partners connected to the account. As such, simply hit Add under Partner to share assets with.
If you already have a partner linked (this can include software for the purpose of management/pulling out reporting data), it may look something like this:
![6b449681 ca6f 4f09 9f1e ace4d13862e3 How To Invite An Agency To Your Meta Facebook Ads Account](https://scalemath.com/wp-content/uploads/6b449681-ca6f-4f09-9f1e-ace4d13862e3_How-To-Invite-An-Agency-To-Your-Meta-Facebook-Ads-Account.png)
In this case, the add button would appear at the top of the list of accounts.
![d8940380 7f42 461d 9c22 4cb057969e40 How To Invite An Agency To Your Meta Facebook Ads Account](https://scalemath.com/wp-content/uploads/d8940380-7f42-461d-9c22-4cb057969e40_How-To-Invite-An-Agency-To-Your-Meta-Facebook-Ads-Account.png)
Once clicked, you will be prompted to enter the business ID of the partner you are looking to invite. After hitting next, youโll be given the option to control permissions.
These are, in our view, the required permissions a partner should have:
![555bb1a6 6054 4a5f a288 2ead0f3fd332 How To Invite An Agency To Your Meta Facebook Ads Account](https://scalemath.com/wp-content/uploads/555bb1a6-6054-4a5f-a288-2ead0f3fd332_How-To-Invite-An-Agency-To-Your-Meta-Facebook-Ads-Account.png)
Beyond that, we also control permissions on our end based on need-to-access for everyone. Then, switch to Instagram tab:
![c257a838 70f4 4ea4 8fb6 ae85804b8c27 How To Invite An Agency To Your Meta Facebook Ads Account](https://scalemath.com/wp-content/uploads/c257a838-70f4-4ea4-8fb6-ae85804b8c27_How-To-Invite-An-Agency-To-Your-Meta-Facebook-Ads-Account.png)
And then hit Save changes.
![4ed4a3a0 4e82 452e 95bc 7589b53a8d46 How To Invite An Agency To Your Meta Facebook Ads Account](https://scalemath.com/wp-content/uploads/4ed4a3a0-4e82-452e-95bc-7589b53a8d46_How-To-Invite-An-Agency-To-Your-Meta-Facebook-Ads-Account.png)
And thatโs it, all done!