The right way to access your client’s META Business Manager as an Agency:
Two options: The easy way, or the hard way. Check them out below.
OPTION 1.
Time you should budget for this option is 5 minutes.
The right way to access your client’s META Business Manager is to invite their Business Manager as a *Partner* and at the same time request them to ‘share’ the assets in their account like Page, Pixel and Ads Account that you need access to.
You can then assign anyone in your own Business Manager to work across any of those shared assets as required, assigning dedicated permissions for each.
But note that this requires that your client has a META Business Manager Account already….
But hey: every business that uses META platforms to market themselves should already have one. Right?
Inside that account they should have things like:
- Their business Facebook Page with ownership, owned by the business, not a person.
- Their business Instagram profile with ownership.
- The FB Pixel that they use on the website, inside what’s called a “Dataset”.
- Their business Ads Account.
- Their Catalogue feed (if they sell via ecommerce).
- Also, maybe various other assets.
If you do it this way, then it’s JOB DONE, easy-peasy!
OR OPTION 2.
Time you should budget for this option is 20-200 hours and it may still not work out.
You could get frustratingly stuck doing things the HARD way because of this…
- Oh, we don’t have a Business Manager account, or,
- John set up our Facebook Page, but he left 3 years ago, or,
- Fred has made a new Facebook Page and a new Instagram profile, but that’s not the one we are using, or,
- Tracy set up a new Facebook profile (not a PAGE) using her work email. We just use that.
- Yep, we have a Business Manager account, but nobody knows how to access it, or…
So how does that work out for you agencies out there reading this post?
Do you send your client an invoice for your time when you’re stuck in OPTION 2 and how do you explain that to your client?
