How to access a client’s facebook™ ad account
When you’re working as a social media manager it’s only a matter of time before you need to access your client’s ad account to start boosting posts, or creating ad campaigns for them.
But, if you’re currently using your own ad account and invoicing the client then STOP…
Not only are you putting your own ad account at risk but you are feeding it with data that isn’t useful to you when you need to use Facebook™ ads in the future to promote your own business.
PLUS this is your client’s data and they should have it in their own ad account so they can learn from it in the future.
But how do you access someone else’s ad account?
We hear this question all the time as it seems to cause a ton of confusion. So to make life a little simpler, here are 3 ways to access someone else’s ad account.
#1 Via Business Manager. Either yours or theirs.
We’ll start with business manager as this is the perfect tool to use when you are working on multiple Facebook™ pages. However it’s also the most complicated to get started with (which is why we spend a lot of time on it in our Facebook™ ads course!)
To get your client to add you to their business manager give them the instructions below.
- Go to your business manager account and tap the settings cog.
- Click the blue ‘ADD’ button.
- Enter the email address (give them your email address) and assign an access level. Admin access provides all the access needed to run ads and use any associated assets.
They also need to assign access to the Facebook page and ad account as shown below.
If you wish to add your clients assets to your business manager then ensure you request access rather than trying to add them. You never want to ‘own’ your clients assets.
Using Business Manager is always advised when working with clients and we do a deep dive on this in our course. If you are not currently using business manager then either ask your client to add you to their Business Manager (as above) or follow these instructions.
#2 If there is no Business Manager account (and you don’t want to use one)
There are tons of reasons to use business manager, and it will make life easier in the long run. In fact we suspect Facebook™ will insist that businesses use it at some stage so don’t discard it altogether.
But we know that right now you are probably in a rush to access your client’s ad accounts, so we’re going to give you 2 ways to access it without business manager.
The official way for your client to add you to their ad account.
- Go to Ads Manager settings.
- Under Ad account roles, select Add people.
- Enter the name or email address of the person you want to give access to.
- Use the drop-down menu to choose their role and then click Confirm.
The un-official way for your client to add you to their ad account.
We often find the previous way doesn’t work unless the client is linked as a Facebook™ friend. (Nothing like a good old Facebook™ glitch!) So to avoid issues and prevent you looking unprofessional when your client can’t follow the instructions above you could suggest your client ads you as a temporary friend on Facebook.
Ensuring they know it is just temporary means they won’t be offended when you break the link and unfriend them after gaining access.
If you want to use this route then you can give your client the following instructions:
1. They will need to friend request you temporarily – give them the url to your profile.
2. Go to the Ad Account Settings in Ads Manager. They may be asked to re-enter your password.
To get to ad manager see the image below – this should show on the home page.
3. Under Ad Account Roles, click Add People.
4. Enter the name – or email address if the name doesn’t appear (this should be the email address associated with your Facebook™️ profile).
5. Click the dropdown menu to choose role and then click Confirm / Assign
Wish you had a simple guide you could send to a client with all this info on it?
Don’t worry… we’ve got your back!
WELCOME FELLOW SOCIAL MEDIA PRO!
We’re The Lauras – experienced social media managers, and founders of a community of more than 2000 other social media pros.
We’re here to provide you with the skills, knowledge and resources you need to be successful in your business.
As certified Facebook™️ ads strategists we support social media managers and business owners to understand how to use Facebook™️ ads for their own business, and their clients businesses so they can create high converting ads that meet their specific goals.
Learn to use Facebook™️ ads!
If you already have clients asking you to help with Facebook™️ ads then it’s really important you learn how to use them properly. Don’t gamble with their budget.
There are so many moving parts when using Facebook™️ & Instagram™️ ads. Giving yourself a good understanding of the basics will put you one step ahead of the crowd so you are more able to beat the competition to get your clients ads shown to the right people.
Being trained in Facebook™️ ads also means you can increase your income. This is an additional service which you can charge for if you can offer a good service.