How to Share Access to Meta Business Suite 

Whether your internal team has grown or you’ve just begun working with an external agency, there are a number of reasons to share access to your Meta Business Suite (formerly Facebook Business Manager). And when it comes to collaborating effectively, it’s important that everyone has the right permissions.

If you’re new to meta and want to ensure everything runs smoothly, here are a few ways to share access to Meta Business Suite. 

Method 1: Business Portfolio ID 

This is our chosen method as it’s typically the smoothest way to share access to Meta Business Suite. 

Step 1: Head to Settings 

• Log into your Meta account 
• Select the business account that you want to manage
• Click settings (located in the side bar on the left)

Step 2: Find your business portfolio ID

• Select ‘Business Info’ 
• Copy the Business portfolio ID number 

Step 3: Share your ID number 

• Send your Business portfolio ID to the freelancer or agency point of contact - only share this with the relevant people 

Step 4: Accept the request 

• Once your partner has the ID, they will send a request to manage your ad account or page 
• Accept the request

Method 2: Add a Partner 

Step 1: Head to Business Settings

• Log in to your Meta account 
• Select the business account that you want to manage
• Click settings
• Under ‘Users’ choose ‘Partners’

Step 2: Add a Partner 

• Click the blue ‘Add’ button
• Select ‘Give a partner access to your assets’ 
• Enter the partner’s Business ID

Step 3: Assign Assets and Permissions 

• Choose which assets you want to share with your partner 
• Pick the permissions for each asset 
• Once you’re happy, click ‘Assign Assets’ and they will receive a notification on their end 

Method 3: Add an Individual User

If you’re working with an individual freelancer or you’ve gained a new team member, you might just want to add one person.

Step 1: Go to Business Settings 

• Log in to your Meta account
• Select the business account that you want to manage
• Click settings (located in the side bar on the left)
• Under ‘Users’ choose ‘People’

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Step 2: Invite Users 

• On the right hand side of the screen, click the blue ‘+ Invite People’ button
• In the ‘Add People’ tab, type in the email address of the user you want to add
• There is an option to give temporary access, but if you’re working with someone on a long-term basis, ignore this and click next

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Step 3: Give Access 

There are two access options: 

• Partial access - users are given partial access by default, which allows them to work on business assets that are assigned to them 
• Full access - users have will have full ownership of the page, including the ability to add new users and delete your portfolio

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Step 4: Assign Assets

• Click the drop down to view your assets
• Confirm which asset(s) (Facebook/Instagram Page or ad account) you want the user to have access to 
• Decide on the access you want the user to have for that particular asset - there are a number of options to pick and choose from like content, messages, and ads

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Step 5: Send An Invitation

Once you’re happy that the user has all the relevant access, hit ‘Send Invitation’. The user will then receive an email with a link prompting them to accept this invitation. Once they have accepted, they will have access to everything you have given them permission for.

Looking For Expert Meta Guidance?

Sharing access to Meta Business Suite is quick and easy, but if you’d like expert help managing your Meta account, then don’t hesitate to get in touch with us today!