What access should an agency get on Facebook?

Is this your situation?

The short answer

Before you start

• Confirm the agency's business portfolio A partner must have a business portfolio before being given access.Verify: Ask the agency for their business portfolio ID.
• Confirm you can share assets Only people with full control of the business portfolio can share assets with partners.Verify: Check the Partners option is visible.
• Confirm two-factor authentication is set Two-factor authentication must be turned on before giving a partner access.Verify: Check your portfolio's security settings.

How Facebook handles this

• A partner can be given either full control or partial access to a shared business asset.
• If a partner is given partial access, they can only assign people in their own portfolio the specific tasks they were assigned.
• Only the organization that owns a business asset can share it with another business portfolio.
• Someone else with full control of your portfolio may need to approve giving a partner access.

Step by step

1. You want to start giving the partner access Go to Settings in Meta Business Suite for your organization's business portfolio.Where: Meta Business Suite → SettingsConfirm: Check that Settings opens for your business portfolio.
2. You look for where partners are managed Click Partners in the Users section in the menu on the left.Where: Settings → Users → PartnersConfirm: Check for a Partners list in the Users section.If this fails: If the Partners option is not visible, the person may not have full control of the business portfolio.
3. You begin the access grant Click Add, then select Give a partner access to your assets.Where: Partners → AddConfirm: Check that the option to give a partner access opens.
4. You enter the partner's identifying number Enter your partner's business portfolio ID, then click Next.Where: Give partner access → Business portfolio ID fieldConfirm: Check that the ID field accepts the number you entered.
5. You need the portfolio ID to share Business portfolio IDs can be found in Settings for an organization's business portfolio.Where: Settings → Business portfolio infoConfirm: Check that the ID is shown below the portfolio name.
6. You decide what the partner can do Choose which business assets to share and the level of access to provide, selecting specific tasks if providing partial access.Where: Give partner access → Assets and tasksConfirm: Check that the selected tasks are listed before confirming.
7. You wait to see if approval is needed Someone else with full control of the organization's business portfolio may need to approve the action.Where: Settings → Users → PartnersConfirm: Check the request status in the Partners tab.

Common mistakes

• Granting full control instead of partial access A partner can be given either full control or partial access to a shared asset.Why it happens: You want to move ahead and skip mapping out specific tasks.Already happened: If this happened, audit who has access to the portfolio.
• Assuming the partner's reach is limited by default A partner with partial access can only assign people in its own portfolio the specific tasks it was assigned.Why it happens: You expect the partner's reach to match what you intended, not what was assigned.
• Treating the agency's business portfolio as optional A partner must have a business portfolio before being given access.Why it happens: You assume the agency contact can be added like a person on your own team.

Roles at a glance

Keeping track of who has access