Action
How to give an agency access through partner permissions
Give an agency the right level of access without handing over your login.
Is this your situation?
You want an agency to post, boost or manage your Instagram without sharing your password. You are deciding which permission route fits what the agency needs to do.
The short answer
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.
Before you start
- Confirm you own the connected Page If you own the Page connected to your business's account, you can give others permission to post or boost.Verify: Check Page settings for your ownership role.
- Decide where roles will be managed Adding people to your Business Manager is a way to assign roles for managing Page roles.Verify: Check whether your business uses Business Manager.
- Know the ad account limits Adding people to your advertising account does not give them permissions to log in as you.Verify: Check what the agency actually needs access to.
How Instagram handles this
- 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.
- Adding people to your advertising account does not let them see things on your profile that you haven't shared with them.
- Shared access may not be available to everyone.
Step by step
- Choose the permission route Pick Page roles, Business Manager, or ad account access depending on what the agency needs to do.Where: Facebook Page Settings or Business ManagerConfirm: Check which route matches the agency's task.
- Confirm Page ownership If you own the Page connected to your business's Instagram account, you can give other people permission to post or boost.Where: Facebook Page Settings → Page RolesConfirm: Check the Page Roles list for your name as owner.
- Edit Page roles if that is the route Editing Page roles is one way to give someone permission to post or boost your Instagram business account.Where: Facebook Page Settings → Page RolesConfirm: Check the Page Roles list for the agency's name.
- Add people in Business Manager if that is the route Adding people to your Business Manager is a way to assign roles for managing Page roles.Where: Business Manager → Settings → PeopleConfirm: Check the People list in Business Manager for the agency's account.
- Assign roles inside Business Manager If you use Business Manager to manage Page roles, you need to assign roles in Business Manager.Where: Business Manager → Settings → Page RolesConfirm: Check the role assigned next to the agency's name.
- Add people to the ad account if that is the route Adding people to your ad account is a way to give them appropriate permissions related to boosting.Where: Business Manager → Ad Account Settings → PeopleConfirm: Check the ad account's People list for the agency.
- Understand the limits of ad account access Adding people to your advertising account does not give them permissions to log in as you.Confirm: Check the permission description shown for the role.
Common mistakes
- Expecting ad account access to grant login Adding people to your advertising account does not give them permissions to log in as you.Why it happens: You assume ad permissions work the same as full login access.
- Assuming ad access shows unshared content Adding people to your advertising account does not let them see things on your profile that you haven't shared with them.Why it happens: You expect ad access to work like full profile visibility.
- Assigning roles outside Business Manager when it governs Pages If you use Business Manager to manage Page roles, roles must be assigned there.Why it happens: You try the Page settings route out of habit.Already happened: Review current access in who has access.
- Treating shared access as always available Shared access may not be available to everyone.Why it happens: You assume eligibility instead of checking it.
Roles at a glance
| Route | What it grants | What it does not grant | Where it's managed |
|---|---|---|---|
| Page roles | Permission to post or boost, granted by the Page owner. | No login as you. | Facebook Page Settings → Page Roles. |
| Business Manager | Assigned roles for managing Page roles. | No unshared profile content. | If used to manage Page roles, you assign roles in Business Manager. |
| Ad account | Appropriate permissions related to boosting. | No login as you. | Business Manager → Ad Account Settings → People. |
| Shared access | Invites trusted people to access their Instagram account. | Not available to everyone. | Check the who has access section for sharing status. |
| Page roles edit | One of three ways to give appropriate permissions to boost the account. | You want to know what this edit will not change. | If used to manage Page roles, you assign roles in Business Manager. |
Keeping track of who has access
After roles are assigned, keep a record of what the agency can reach. Delvia helps you track access across Page roles, Business Manager and ad accounts in one place.
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