Action
How to Give Someone Access to Your Ad Account
Give someone a role on your ad account without handing over the account itself.
Is this your situation?
You need someone to help manage ad campaigns, but you do not want to give up full control of the ad account. You want to know what role to assign and what that role can and cannot do.
The short answer
Ad accounts have 3 permission roles available to help manage the ad account. An ad account can be managed using a business portfolio to control ad account permissions.
Before you start
- Confirm you have full control You automatically have the Admin role if you own the ad account.Verify: Check that you are listed as Admin on the ad account.
- Decide the role needed The Advertiser role is for people who build and manage campaigns but should not control billing or membership.Verify: Check what tasks the person actually needs to do.
- Check the ad account is in a business portfolio An ad account can be managed using a business portfolio to control ad account permissions.Verify: Check whether the ad account sits inside your business portfolio.
How Facebook handles this
- The Admin role has full control of the ad account.
- Admins can add or remove other people's permissions on the ad account.
- Granting permissions to an ad account does not give permission to log in as the account owner.
- Any permission changes made on an ad account in Meta Ads Manager take effect without delay.
Step by step
- Open ad account settings Go to Ad account settings in Meta Ads Manager to change someone's permissions.Confirm: Check that the Ad account roles section is visible.
- Re-enter your password if asked You may be asked to re-enter your password when accessing these settings.Confirm: Check for a password prompt on screen.
- Review the roles list The Ad account roles section lists people with access to the ad account.Confirm: Check the list for the names already granted access.
- Add the person Click Add people under Ad account roles to share access with others.Confirm: Check that the person's name now appears in the list.
- Select the role Assign one of the 3 permission roles available to help manage the ad account.Confirm: Check the role shown next to their name.
- Confirm the change Permission changes made on an ad account in Meta Ads Manager take effect without delay.Confirm: Check that the new role is active.
- Know what the role does not grant Granting permissions does not give permission to see things on the owner's profile that haven't been shared.Confirm: Check the person's access matches only what you assigned.
Common mistakes
- Giving Advertiser access for billing tasks Advertisers cannot change the payment method on the ad account.Why it happens: The Advertiser role is meant for campaign work, not billing or membership control.
- Expecting an Advertiser to manage access Advertisers cannot add or remove other people's access to the ad account.Why it happens: Only Admins can manage who else has access to the ad account and what role they have.
- Assuming access means full visibility Permissions to an ad account do not give permission to log in as the account owner.Why it happens: The role grants defined account tasks, not the owner's identity or profile.
Roles at a glance
| Role | Can manage campaigns | Can manage billing | Can manage others' access |
|---|---|---|---|
| Admin | Admins can view all ads and campaigns in the ad account. | Admins can change the payment method on the ad account. | Admins can add or remove other people's permissions on the ad account. |
| Advertiser | The Advertiser role is intended for people who build and manage ad campaigns. | Advertisers cannot change the payment method on the ad account. | Advertisers cannot add or remove other people's access to the ad account. |
| Analyst | Not stated by Facebook | Not stated by Facebook | Not stated by Facebook |
| Admin (ownership) | Admins can access performance reports for the ad account. | Not stated by Facebook | If you own the ad account, you automatically have the Admin role. |
| Any role (visibility limit) | Not stated by Facebook | Not stated by Facebook | Granting permissions does not give permission to log in as the account owner. |
Keeping track of who has access
After you have done this, Delvia is where you track who holds each role on your ad account. Review the list regularly to keep access matched to current needs.
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