Should an agency be a partner or own your portfolio?
Partner, not owner. If your agency owns the portfolio, you can lose your assets when you part ways. Here is why partner access keeps you safe.
There are two very different ways an agency can be set up in your Meta world, and they look similar at first but end completely differently. As a partner, the agency gets access to your assets while your portfolio keeps owning them. As the portfolio owner, the agency holds the deed to everything — and if you part ways, you can lose it all. The right answer is almost always partner.
If your situation is actually …
- You want to understand partner access in full first → What is partner access →
Two setups, two very different endings
Partner setup: your business owns its Business Portfolio, which owns your Pages and ad accounts. You add the agency as a partner and grant them access to specific assets. When the relationship ends, you remove the partner and keep everything.
Agency-owns setup: the agency's portfolio owns your Pages and ad accounts — often because they "set things up to get started". Here you are the guest in your own house. If you part ways, you depend on the agency to release or transfer your Page, and your ad account may be unrecoverable, because an ad account's owning portfolio can never be transferred at all.
The difference is the deed. Partner access shares the keys; portfolio ownership hands over the deed. Always keep the deed.
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.