Action
How to give an agency access to Instagram
Give an agency Instagram access through Page roles or Business Manager, without handing over your password.
Is this your situation?
You want an agency to post or boost for your Instagram business account without giving them your login. You need a way to grant permissions that lets them work while you keep ownership.
The short answer
There are three ways to give someone appropriate permissions to boost an Instagram business account. Adding people to your ad account does not give them permission to log in as you.
Before you start
- Confirm you own the connected Page You can give others permission to post or boost only if you own the Page connected to your Instagram account.Verify: Check that your name appears as the Page owner.
- Decide where to manage roles Adding people to your Business Manager is a way to assign Page roles.Verify: Check whether your Page is already inside a Business Manager.
- Know what ad account access covers Adding the agency to your ad account does not let them see things on your profile you haven't shared.Verify: Check what the agency actually needs to see.
How Instagram handles this
- There are three ways to give someone appropriate permissions to boost an Instagram business account.
- Editing Page roles is one way to give someone permission to post or boost.
- If you use Business Manager to manage Page roles, you need to assign roles in Business Manager.
- Adding people to your ad account is a way to give them appropriate permissions related to boosting.
Step by step
- Confirm Page ownership If you own the Page connected to your business's Instagram account, you can give others permission to post or boost.Where: Facebook Page → Settings → Page rolesConfirm: Check the Page roles list for your name listed as owner.
- Choose a method There are three ways to give someone appropriate permissions to boost an Instagram business account.Where: Facebook Page → Settings → Page rolesConfirm: Check which option fits the access the agency needs.
- Edit Page roles Editing Page roles is one way to give someone permission to post or boost the account.Where: Facebook Page → Settings → Page rolesConfirm: Check the Page roles list for the agency's name.
- Add people to Business Manager Adding people to your Business Manager is a way to assign roles for managing Page roles.Where: Business Manager → Business settings → PeopleConfirm: Check the People list in Business Manager for the agency.
- Assign roles in Business Manager If you use Business Manager to manage Page roles, you need to assign roles in Business Manager.Where: Business Manager → Business settings → PeopleConfirm: Check the People list in Business Manager for the agency.
- Add agency to ad account Adding people to your ad account is a way to give them appropriate permissions related to boosting.Where: Business Manager → Business settings → Ad accountsConfirm: Check the ad account's assigned people list for the agency.
- Review what ad account access excludes Adding people to your advertising account does not give them permissions to log in as you.Where: Business Manager → Business settings → Ad accountsConfirm: Check the ad account permission details shown for the agency.
Common mistakes
- Assuming ad account access means login access Adding people to your advertising account does not give them permissions to log in as you.Why it happens: The ad account dashboard looks like full account access.
- Skipping Business Manager when roles are managed there If you use Business Manager to manage Page roles, roles must be assigned there.Why it happens: Editing roles directly on the Page is the more familiar path.
- Granting access without owning the Page If you own the Page connected to your business's Instagram account, you can give others permission to post or boost.Why it happens: The owner requirement is overlooked before permissions are set.
Roles at a glance
| Method | What it grants | Limitation | Where managed |
|---|---|---|---|
| Page roles | Permission to post or boost | Requires Page ownership | Facebook Page settings |
| Business Manager | Assigned roles for managing Page roles | Requires assigning roles there if used | Business Manager settings |
| Ad account access | Appropriate permissions related to boosting | No login permission | Ad account settings |
| Ad account access (visibility) | Appropriate permissions related to boosting | No unshared profile visibility | Ad account settings |
| Shared access | Invites trusted people to access the account | May not be available to everyone | Instagram app settings |
Keeping track of who has access
After setting up agency access, keep track of who holds which role across Pages and ad accounts. Delvia keeps that record in one place as the people and roles change.
Was this helpful?