How to Give Someone Access to Your Meta Pixel or Dataset

Is this your situation?

The short answer

Before you start

• Confirm the dataset is in your business portfolio You need to add the dataset to your business portfolio before you can assign access.Verify: Check Accounts in Settings for the dataset's presence.
• Decide the access level needed Use events dataset is partial access; Manage events dataset is full control.Verify: Check whether they only need to view data or must control settings.
• Confirm the person is in your business portfolio Business assets can be assigned when adding someone to a business portfolio.Verify: Check the People list in Settings for their name.

How Facebook handles this

• Both Use events dataset and Manage events dataset permissions allow someone to view data for the dataset.
• Both Use events dataset and Manage events dataset permissions allow someone to view analytics for the dataset.
• Both Use events dataset and Manage events dataset permissions allow someone to create conversion ads with the dataset.
• Only full control, Manage events dataset, allows someone to control all settings, add or remove events, edit user access and create audiences for the dataset.

Step by step

1. Go to Settings To assign people access to a business asset, you go to Settings in Meta Business Suite.Confirm: Check that Settings has opened for your business portfolio.
2. Add the business assets first You need to add the dataset to your business portfolio before you can assign access.Confirm: Check that the dataset appears in Accounts.
3. Select the person After selecting People, you select the person you want to give access to.Confirm: Check that the person's name is highlighted in the People list.
4. Choose the access level For a dataset or pixel, partial access permission is Use events dataset and full control is Manage events dataset.Confirm: Check the selected permission shown next to the dataset.
5. Review what each level allows Both Use events dataset and Manage events dataset permissions allow someone to view data for the dataset.Confirm: Check that the level you selected matches what the person needs.
6. Check for full control implications Only full control, Manage events dataset, allows someone to control all settings, add or remove events, edit user access and create audiences.Confirm: Check whether full control is actually needed before assigning it.
7. Save the assignment Business assets can be assigned when adding someone to a business portfolio.Confirm: Check that the dataset now lists under the person's assigned assets.

Common mistakes

• Granting full control by default Full control, Manage events dataset, lets someone control all settings for the dataset, not only view data.Why it happens: The access level is chosen without comparing what each level allows.
• Assuming the dataset is already in the portfolio The dataset must be added to the business portfolio before access can be assigned.Why it happens: The assignment step is attempted before the asset exists in Accounts.
• Forgetting to review who holds Manage events dataset Someone with Manage events dataset can edit other people's access to the dataset.Why it happens: Access is granted and never revisited as the team changes.

Roles at a glance

Keeping track of who has access