How to Set Up Meta Business Manager and Share Access With Your Agency

To run Facebook and Instagram ads, your agency needs access to your Meta business portfolio, Facebook Page, ad account, and Meta Pixel. This checklist helps you confirm each one exists and share access the right way.

Step 1: Log In to Meta Business Manager

Go to business.facebook.com and sign in with the Facebook account connected to your business.

Step 2: Check for a Business Portfolio

1. Click Settings (the gear icon in the bottom left corner).
2. Click Business info.

If you see a business name, a business portfolio ID, and business details, you already have one. If not, click Create new business and complete the setup.

Step 3: Check for a Facebook Page

1. In Settings, click Accounts, then Pages.
2. If your business Page is listed, you're all set.
3. If not, click Add and choose to add an existing Facebook Page, or create a new Page.

Step 4: Check for an Ad Account

1. In Settings, click Accounts, then Ad accounts.
2. If you see an ad account, you're all set.
3. If not, click Add to add an existing ad account, or create a new one and link it to your business portfolio.

Step 5: Check for a Meta Pixel

1. In Settings, click Data sources, then Pixels (or Datasets).
2. If a Pixel is listed, you're all set.
3. If not, click Add, name it after your business, and create it. You can connect your website later.

Step 6: Give Your Agency Partner Access

1. In Business Settings, click Partners.
2. Click Add and choose Give a partner access to your assets.
3. Enter your agency's Business ID. Your agency will give you this number.
4. Assign assets: select your Facebook Page, ad account, Instagram account (if you have one), Pixel, and catalog (if you sell products).
5. Grant full control for each asset and click Save.

Tips

• Partner access is safer than adding agency employees as individual users. You can remove the whole agency in one step if you ever part ways.
• Keep at least two admins on your business portfolio so you never get locked out.

At Uppertier Marketing, we help businesses get their Meta assets organized and connected so campaigns launch smoothly. If you need help, schedule a call with our team.