How to Give Task Access on a Facebook Page

Is this your situation?

The short answer

Before you start

• Confirm your own access level You need full control of the business portfolio to assign most business assets.Verify: Check that you have full control before starting.
• Add the person to your business portfolio The person must be added to your business portfolio before you can assign them access.Verify: Check the People section for their name.
• Decide the tasks they need If assigning partial access, you must choose which tasks the person will work on.Verify: List the tasks before you open the assignment screen.

How Facebook handles this

• People with task access can create, manage or delete content like posts and Stories.
• People with task access can respond to direct messages, comment, manage unwanted content, and report Page activity.
• People with task access can create, manage and delete ads, and other ads-related tasks.
• People with task access can view Page, content, ad, and metric performance.

Step by step

1. Open Settings in Meta Business Suite Go to Settings in Meta Business Suite to assign people access to a business asset.Where: Meta Business Suite → SettingsConfirm: Check that your business portfolio name appears at the top.
2. Select the person Select the person you want to give access to.Where: Settings → PeopleConfirm: Check the People list for the name you selected.
3. Click Assign people Click Assign people to open the assignment screen.Where: People → Assign peopleConfirm: Check that the asset name appears on the assignment screen.
4. Choose partial access Choose the type of access to give: partial access or full control.Where: Assign people → Access levelConfirm: Check that partial access is marked as selected.
5. Select the task-based permissions If assigning partial access, choose the task-based permissions the person needs.Where: Assign people → PermissionsConfirm: Check that the needed tasks are checked.
6. Assign the permissions Assign the person's permissions for the business asset.Where: Assign people → PermissionsConfirm: Check that the permission list reflects your choices.
7. Click Assign, then Done Click Assign, then click Done to finish assigning access.Where: Assign people → Assign → DoneConfirm: Check for a confirmation that the person now has access.If this fails: Check whether the person you want to assign has accepted your portfolio invitation.
8. Check the permission types available For a Page, partial access permission types include Content, Community activity, Messages and calls, Ads, Insights, Revenue, Creator management, and Creator content.Where: Assign people → PermissionsConfirm: Check the Permissions list for each task-based category.
9. Review the Ads permission The Ads permission allows someone to create, manage and delete ads for the Page.Where: Assign people → Permissions → AdsConfirm: Check that Ads is selected if the person manages ads.

Common mistakes

• Expecting task access to include Page switching People with task access can't switch into the Page or manage it on Facebook.Why it happens: Task access is scoped to specific tasks, not to the Page itself.
• Skipping the task selection step If assigning partial access, you must choose which tasks the person will work on.Why it happens: The assignment screen requires task selection before it completes.Already happened: If access seems wrong, review current access in who has access to your Page.
• Giving ads task access and assuming full ad account control People with task access can create, manage and delete ads, and other ads-related tasks.Why it happens: You expect task access to carry the same scope as ad account roles.

Roles at a glance

Keeping track of who has access