How to Add an Agency as a Partner on Facebook
Add your agency as a Partner using their Business Portfolio ID — never as an owner. Here’s the safe way to share Pages and ad accounts while keeping ownership yours.
The safe way to work with an agency is Partner access: you keep ownership of your Business Portfolio and its assets, and you grant the agency’s portfolio access to specific Pages and ad accounts. The agency manages their own staff on their side. Critically, they never become an owner — so when the relationship ends, you revoke their access in one place and keep everything.
If your situation is actually …
- You’re not sure how much access the agency needs → What access should an agency get? →
- You’re ending things with an agency → Remove a partner from your portfolio →
Before you start
You own the Business Portfolio that holds your assets
Partner access is granted from your portfolio. If the agency owns the portfolio, you are the guest — fix that first by ensuring your business owns the portfolio.
Verify: Meta Business Suite → Settings → Business info. You should see your business as the owner.
You have the agency’s Business Portfolio ID
Ask the agency for their Business Portfolio ID (a numeric ID from their Business settings). You add them as a partner using this ID — not by inviting an individual person.
You have Admin access to the portfolio
Only a portfolio Admin can add partners and share assets.
Add the agency as a partner
Open Partners in Business settings
In Meta Business Suite, go to Settings and open Partners.
Where: Meta Business Suite → Settings → Partners
Add a partner by Business Portfolio ID
Choose to add a partner and enter the agency’s Business Portfolio ID. This links their portfolio to yours without giving them ownership.
Confirm: The agency’s portfolio appears in your Partners list.
Share specific assets with the partner
Select which Pages and ad accounts the agency can access, and set the permission level on each (e.g. Advertiser on the ad account, specific tasks on the Page). Share only what they need.
Where: Meta Business Suite → Settings → Partners → (agency) → assets
Confirm: The shared assets show against the partner with the access you assigned.
Confirm and record the arrangement
Save the grant and note which assets you shared, at what level, and when access should be reviewed or ended.
Confirm: The agency can now work on the shared assets from their own portfolio.
Common mistakes
Letting the agency own your portfolio
If the agency owns the Business Portfolio, your Pages, ad accounts, and data can be trapped on their side when you part ways.
Why it happens: Agencies often set up the portfolio at the start "to save you time".
Already happened: Why your business should own its portfolio
Adding agency staff as individual Page admins
Adding their people one by one to your Page scatters access and is painful to revoke. Partner access lets them manage their own team on their side.
Why it happens: It feels more direct than the partner flow.
Sharing more assets than the agency needs
Sharing your whole portfolio when they only run ads gives them visibility into everything. Share named assets only.
Frequently asked questions
Delvia
Access issues are easier to prevent when roles, owners, and responsibilities are recorded clearly
Most access problems trace back to the same gap — no clear record of who has access, what role they hold, and what should happen when that changes. Delvia helps you keep that record so problems are visible before they become incidents.