Facebook Partner Access Checklist for Working With an Agency
Everything to confirm before you onboard an agency: that you own the portfolio, that access is scoped to named assets, that 2FA is on, and that you have agreed how it all ends.
Onboarding an agency safely takes about ten minutes of setup and saves you weeks of cleanup later. Work through this checklist before you share a single asset, and the relationship starts on solid ground: you keep ownership, the agency gets exactly the access they need, and offboarding is already decided.
Agency partner access checklist
A note on the partner ID
When you add an agency through Partners, Meta asks for the agency's Business Portfolio ID — a number they can read from their own Business Settings. Sharing assets this way keeps the agency as a partner business rather than dropping individual people into your portfolio. It is cleaner to manage and far cleaner to remove: revoking the partner link cuts the access shared through it in one move.
It is still worth checking individual people and system users afterwards, because an agency can sometimes add people directly. But the partner link is the backbone of a tidy, reversible setup.
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.