How to Give Someone Access to Your Ad Account

Your ad account is owned by the Business Portfolio that created it. Giving someone access lets them work in the account — build campaigns, view results — without taking it over. Billing and ownership remain with your portfolio, and the ad account itself cannot be transferred to another owner. You assign access from Business settings and choose how much each person can do.

Before you start

Confirm these before assigning access:

• The ad account is owned by your Business Portfolio

  You can only assign access from the portfolio that owns the ad account. If an agency created the account in their portfolio, they own it — you can be given access, but ownership does not transfer to you.

  Verify: Meta Business settings → Accounts → Ad accounts. An account listed here belongs to your portfolio.

• You are an admin in the Business Portfolio

  Only admins can add people to an ad account and set their role.

• You have the right person or partner to add

  A teammate must already be added to the portfolio before you can assign them to the ad account. An agency is added as a partner business using their Business Portfolio ID.

Give ad account access from Business settings

1. 1

   Open Business settings

   Open Meta Business Suite and go to Business settings for the portfolio that owns the ad account.

   Where: Meta Business settings (business.facebook.com/settings)

2. 2

   Go to Accounts → Ad accounts

   In the left menu, open Accounts and select Ad accounts.

   Where: Business settings → Accounts → Ad accounts

3. 3

   Select the ad account

   Click the ad account you want to share to open its people and partner settings.

4. 4

   Add people or assign a partner

   Choose Add people for a teammate, or assign a partner business with the agency’s Business Portfolio ID. Then pick a role.

   Where: Ad account → Add people / Assign partners

   Confirm: The person or partner appears in the ad account’s access list with the role you chose.

5. 5

   Choose the right role

   Admin can manage the account, its settings, and other people. Advertiser can create and manage ads but not change account-level settings or people. Analyst can view performance only. Pick the narrowest role that fits the work.

6. 6

   Record the grant

   Note who has access to which ad account, at what role, and a date to review it. Meta does not track this for you.

Common mistakes when sharing an ad account

• Trying to transfer the ad account to the agency

  An ad account cannot change owners. The correct approach is to keep ownership in your portfolio and grant the agency access — as a partner if they operate as a separate business.

  Why it happens: People expect assets to transfer like files; ad accounts are tied to the portfolio that created them.

  Already happened: Why ad accounts cannot transfer

• Granting Admin when Advertiser was enough

  Admin can change settings, billing, and who else has access. Most people running campaigns only need Advertiser. Reserve Admin for people you trust to manage the account itself.

  Why it happens: Admin removes friction, so it gets handed out by default.

  Already happened: Ad account roles explained

• Letting the agency create the account in their portfolio

  If the agency creates the ad account in their own portfolio, they own it — including its history and billing relationship. Have them create it in yours, or own it yourself from the start.

  Already happened: Own your Business Portfolio

• Leaving old access in place after a partner leaves

  Ad account access has no expiry. Audit and remove access whenever a marketer or agency moves on.

  Already happened: Remove partner access

Common 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.