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Client access for social media agencies: Facebook Pages, Instagram and ad accounts in one link

To get access to a client's Facebook Page, the business that owns the Page gives your business portfolio partner access to it, with the tasks you need, such as ads and insights.

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What your client sees after signing in with Facebook.

  • Petal & Stem Flowers

    Connected
    • Facebook Page
    • Instagram account
    • Meta ad account

  • Second Chapter Books

    Connected
    • Facebook Page
    • Instagram account
    • Google Analytics

Everything shown on this page is example data. The agency, the businesses and the people are made up.

With Adcato the client does that from one link: they sign in with Facebook, pick their Page, Instagram account and ad account from dropdowns that show what they have, and confirm. The Page and the Instagram account are shared from the box; the ad account takes one more step on Meta's own screen, and the box checks that it arrived.

Why it drags

Many small-business clients do not know where their Page sits in Meta's settings. A partner request is easy to miss, the person you talk to may not be the one who can share, and the Instagram account may never have been added to the business. Some clients offer their Facebook password instead. Do not take it: partner access gives your business its own access, and the client keeps theirs.

What your client picks

After signing in with Facebook, the client sees their own Pages, Instagram accounts and ad accounts in dropdowns, each with its name, ID and Meta's mark. If they manage more than one business, they first choose the one you work for. Anything they cannot share stays in the list, grayed out, with the reason beside it. They choose Confirm access, and the box shows what has been given and what is left.

What access you get: tasks, in Meta's terms

Meta gives a partner tasks on a Page or an Instagram account, not the account itself. You choose the level for each when you create the link, and the client sees it before confirming:

  • Facebook Page: Insights, or Ads and insights. With Ads and insights you run ads for the Page and see how it performs, but you cannot post, reply to messages or change settings.
  • Instagram account: Insights, or Ads and insights. You run ads from the account and see how it performs, but you cannot post or reply.
  • Meta ad account: View performance, or Manage campaigns. Manage campaigns lets you create and edit ads and see results, but not change payment methods or who has access.

Posting belongs only to the top level: full control on a Page, and content, messages, community activity, ads and insights on an Instagram account. That level is grayed out in the link builder for a new account, with the reason beside it. So today the link fits paid social better than community management.

When the client cannot share

Sharing needs a Facebook profile that is an admin of the client's business portfolio. If the person who opens your link cannot share an account, the box says why and who can, and the same link works for that person. What the first person already did stays done.

The ad account step happens on Meta's screen: the box gives the client your business ID to paste, lists the steps and asks Meta afterwards whether the access arrived. When Meta asks a second admin of the client's business to approve, the access is there only after that person has.

The card a client sees under an ad account they are not an admin of.

Your logo and color on the client's screen

Upload your logo and pick the color of the main button. Our name is there once, small, at the bottom of the box. The link can run on your own domain, for example access.youragency.com. The sign-in itself still happens at Facebook. The client's screen is in English and Norwegian.

Try a color

The example box now uses violet.

What your client sees when access is given.

What you see

Your dashboard shows where each client stands: what has been given and what is still waiting. Your choices are saved as a template, so the next client's link starts from the same switches.

What the link does not do yet

  • Adcato is not yet approved by Meta, and sign-up is by invitation while the product is in preview. Until Meta approves the app, it works with simulated and test accounts only, as the security page says.
  • It gives access and nothing else: no posting, scheduling, inbox or reporting.
  • Meta catalogs and TikTok are not in the link yet; both are next. LinkedIn Pages and YouTube channels are, each as a guided step: your client does it on the platform's own screen, and you confirm it. The integrations page lists what a link can ask for today.
  • A scan that shows the client who else has access, and a way to remove a previous agency, are coming.

Plans and prices are on the home page. The access is given on Meta, so it stays there if you cancel.

Guides for social media work

Questions

Can we post content through this?

No. The link gives your business portfolio access in Meta, and you post with Meta's tools or your own. Posting comes only with the top level for a Page or an Instagram account, which a new account cannot ask for yet.

Does the client need a business portfolio?

Yes. Meta shares an Instagram account or an ad account with a partner only from the business that owns it. If the client has no business portfolio, the box says so; they create one in Meta Business Suite, add their Page and ad account, and open the same link again.

What if the person we talk to is not an admin?

The box says why they cannot share and who can. They send the same link to an admin of the business portfolio, who does only that part; what was done before stays.

Is the ad account step automatic?

No. Meta closed that part of its API to new apps in 2021, so the client does it on Meta's own screen. The box gives them your business ID to paste, shows the steps and checks that the access arrived.

Are you approved by Meta?

Not yet. Meta reviews apps like this one, and Adcato has not passed that review yet. The access itself is given on Meta, so it stays if you cancel.

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