How to Give Meta Account Access to a Digital Marketing Agency?

If you’re a CMO, account manager, or part of a marketing leadership team looking to work with a digital marketing agency, one of the first things you’ll need to do is grant access to your Meta (Facebook & Instagram) assets.

This process can seem technical, especially if you’re not hands-on with digital marketing platforms every day. This blog post breaks down every term and step in easy language, so you can confidently communicate with your digital marketing agency like us while keeping full control of your assets.

Why Does Meta Access Matter?

Digital marketing agencies require access to your Meta assets to manage your campaigns, run ads, organic content creation, optimize performance, and deliver the campaign reports. But instead of sharing the credentials of your Facebook or Instagram accounts (which we should never share), Meta provides a secure, permission-based method to grant access through its platform called Meta Business Manager.

What Is Meta Business Manager?

Meta Business Manager is a free platform created by Meta (formerly Facebook) to help businesses securely manage all their Facebook, WhatsApp, and Instagram business assets in one place. In simple, it is your business control central. You can easily manage below listed items through the Meta Business Manager.

• Facebook Pages
• Instagram accounts
• Ad Accounts
• Pixels (used for tracking conversions)
• Product Catalogs (for eCommerce)
• Audiences and more

If you don’t already have a Meta Business Manager, you’ll need to create one to move forward and this can be creating through your Facebook Account credential.

Step-by-Step: How to Give Access to Your Meta Account

Step 1: Create or Log into Your Meta Business Manager

Go to business.facebook.com and log in using your work email address (not recommended to use your personal Facebook account).

• If you already have a Business Manager, select Login.
• If not, click “Create Account” and follow the prompts.

Make sure you add your Facebook Page, Instagram Account, Meta Pixel and Ad Account to your Business Manager.

Step 2: Ask Your Agency for Their Business Manager ID

Every agency that uses Meta Business Manager has a unique Business Manager ID (a 15-digit number). You’ll need this number to grant them access. You don’t need to add individuals. You just need this business manager ID to grant access to the agency’s social media team.

Step 3: Add the Agency as a Partner

Now that you have the agency’s ID:

1. Go to your Business Settings by visiting business.facebook.com/settings.
2. Click on Users and then “Partners” in the left sidebar.
3. Select “Add” > Choose “Give a partner access to your assets”.
4. Enter the agency’s Business Manager ID and click Next.

Step 4: Assign Assets and Permissions

This is the most important step. You need to decide which assets your agency needs access to and what they’re allowed to do. There are 12 assets in Meta Business Suits and those assets are Facebook Pages, Ad accounts, Catalogues, Apps, Pixels, Instagram accounts, Offline event sets, Custom conversions, Domains, Business asset groups, Business creative folders, and Datasets.

Here are the common assets you may assign your marketing agency:

1. Facebook Page

Access is needed for:

• Creating and scheduling posts
• Managing comments and messages
• Viewing insights and performance

Recommended Permissions: Content, Insights, Messages, Community Activity

2. Instagram Account

Required if you’re running Instagram Ads or posting though Meta Ad Manager or Business Suits. Recommended Permissions: Manage Page Connected Instagram Account

3. Ad Account

This is where your campaigns will be created and run. Recommended Permissions: Create and manage campaigns, View performance, Manage billing (if necessary)

4. Pixel

A small piece of code that tracks website visits, conversions, and audience behaviors. It helps your agency optimize ads for better ROI. Recommended Permissions: View Pixel, Manage Pixel

5. Catalog

If you’re an eCommerce brand running product ads, your catalog contains your product feed. Recommended Permissions: View and manage product catalog. Once you’ve selected the right assets and granted access, click Save Changes.

Step 5: Agency Accepts Access

After sending the invitations, the agency will get a notification in their Business Manager under the requests. Once they accept, they can start managing your assets as per the permissions you granted.

What About Security?

Meta’s access system is permission-based and transparent. You can:

• Add or remove access at any time
• Easy to manage the level of access
• Limit permissions to specific roles

This means your agency only sees and manages what you allow to the particular agency.

Conclusion

Working with a digital marketing agency like Aumcore for social media marketing services can grow your Meta advertising and content sharing strategy. But it all starts with first step that is access. By following the steps mentioned above, you’re not just “providing access”—you’re building a secure, structured foundation for collaboration. No passwords. No messy handovers. Just clarity, control, and confidence.

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