Governance

Best Way to Give an Agency Access to Your Facebook Page

The safe way to give an agency access to your Facebook Page and ads: add them as a partner to specific assets, and never hand over ownership of your Business Portfolio.

A good agency relationship and good governance are not in tension — they just require the right setup from day one. The safe pattern is always the same: your business owns the Business Portfolio, you add the agency as a partner, and you share only the specific assets they need to do their work. Done this way, the agency can run everything while your Page, ad account, and data stay firmly yours.

The principle: partner, scope, and plan the exit

Four rules for handing work to an agency without handing over your business.

  1. Principle 1

    You own, they partner

    Your business owns the Business Portfolio. The agency is added through Partners — they never own the container that holds your assets.

  2. Principle 2

    Share named assets, not everything

    Grant access to the specific Page and ad account they manage. Do not give blanket portfolio access "to save time".

  3. Principle 3

    Least privilege

    Most agencies need to run ads and post — that is Advertiser-level and content access, not Full control of the Page.

  4. Principle 4

    Agree how access ends

    Decide before you start how access will be revoked when the engagement ends, so offboarding is a checklist, not a fight.

Review cadence: Review agency access quarterly, and revoke it the day the engagement ends.

The agency setups that go wrong

  • Letting the agency own the portfolio

    The most expensive mistake. If the agency owns the Business Portfolio, your ad account and data are trapped there when you part ways.

    Why it happens: Ownership follows whoever created the portfolio; ad accounts can never change owner.

    Already happened: Why your business should own its portfolio

  • Giving Full control when Task access would do

    Full control lets the agency add and remove people — including you. Reserve it for people inside your business.

  • No offboarding plan

    Without an agreed exit, the end of a relationship turns into a scramble to find and revoke every grant. Plan it up front.

    Already happened: Secure your account after leaving an agency

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.

Delvia is free on iPhone and Android. Keep a clear record of who has access to your accounts — and what to do when that changes — wherever you are.