Guides

Give your agency partner access to a Facebook Page, Instagram account, ad account or dataset from your Meta business portfolio, without sharing a login.

Business Manager is now called a business portfolio. What it, Meta Business Suite, Ads Manager and Events Manager each do, and where an agency gets access.

Your business portfolio ID is under Settings > Business portfolio info in Meta Business Suite, below the portfolio's name. It is not a password.

In Meta Business Suite go to Settings > Pages > + Add > Add an existing Facebook Page. You need full control, and nobody else may own the Page.

Switch to a professional account, add it under Settings > Instagram accounts in Meta Business Suite, then connect it to your Page in the Instagram app.

Give your agency access to a Facebook Page, in a business portfolio or not, and choose the tasks it needs: Ads, Insights, Content and more.

Give your agency access to your Instagram account without sharing the password: add it to your business portfolio, then give the agency partner access.

Share your Meta ad account with your agency as a partner, pick Manage campaigns or View performance, and keep billing and ownership with you.

Your Meta ad account ID is next to the account name in the dropdown at the top of Meta Ads Manager, and after act= in the address bar. It is not a login.

Add the Instagram professional account to the business portfolio with the ad account, or connect it to your Page; then pick it under Identity in the ad.

Share your Meta pixel, now called a dataset, with your agency from your business portfolio, connect it to the ad account, and know who owns it.

In Meta Events Manager, open Data Sources, select your dataset and open the Settings tab: it shows the ID and owner. The ID is also in your pixel code.

Keep your product catalog in your business portfolio and assign your agency as a partner, by business portfolio ID or a one-time link.

Request access to a client's Facebook Page, ad account or other Meta assets from your own business portfolio, and help the client find and approve it.

In Meta Business Suite, open Settings > Integrations > Leads access and assign the agency, person or CRM that should get the leads from your lead ads.

Every list that shows who can act on your Facebook Page: Page access, People, Partners, the Page's own list, apps and leads, and Meta's exports.

Check where you're logged in, Shared access, the people and partners in Meta Business Suite, the connected Page and connected apps. How to remove each one.

Remove a person from your Meta business portfolio, from one Page or ad account, or from a Page outside any portfolio, and what to do when you are leaving.

The agency removes your Page and Instagram account and you add them to your portfolio. Ad accounts and datasets it created stay there: what to do instead.

Meta can't move a Facebook Page straight to another business portfolio. The steps to hand it over depend on whether it is in one. Both cases, in order.

Meta names no owner role for a business portfolio. Hand it over by giving the new person full access, letting them accept, then removing the old admins.

Who controls your Facebook Page now decides the route back: ask them, request full control of your own portfolio, or use Meta's form for a hacked Page.

A Page access request waits in Settings > Requests or under the Page's Page access. Portfolio and Page invitations come by email. What to check and resend.

How a Meta business portfolio's two-factor requirement works, how each person turns it on, and what to check when Meta keeps asking or a phone is lost.

Why sharing a Facebook Page, Instagram account, ad account or dataset with an agency fails in Meta Business Suite, and who can fix each cause.

The agency sends a link request from its Google Ads manager account, and a client admin accepts it under Admin > Access and security > Managers.

A manager account is a separate Google Ads account that manages client accounts through links. How to create one, who owns what, and how to keep it safe.

Your customer ID is the 10-digit number under your account name in Google Ads. Where to find it, and which ID each side needs for a manager link.

Accept the agency's manager link under Admin > Access and security > Managers, or invite an agency person by email with Standard access.

You don't need Gmail. Create a Google Account with your existing work address, then accept the Google Ads, Analytics or Tag Manager access with it.

In GA4, open Admin > Access Management under Property and add the agency person's Google account with a role. Add them to the property, not the account.

Giving an agency GA4 access needs no ID, only its email and a role. Where to find the property ID, the account ID, the measurement ID and the stream ID.

In GA4, open Admin > Product links > Google Ads links and click Link. You need Editor on the property and admin access to the Google Ads account.

One person with Administrator on both Analytics accounts opens Admin > Property details > Move property. The tag ID and the reporting data move with it.

In Tag Manager, open Admin > User Management, add the agency person's Google account at User level and give Publish on one container.

A property owner opens Settings > Users and permissions > Add user, enters the agency's Google account email and picks Full or Restricted.

Add the agency person under Access and services > People and access with Standard access, or approve the agency's request in the Partners table.

On Google Ads accounts with more than three admins, adding or removing users, changing roles and manager links wait for a second admin, who has 20 days.

Google Ads can ask for a passkey before linking a manager account or changing users. How to set one up, how long it takes, and what shared logins break.

First find which Google invitation it is. Then check the blocks Google documents: admin rights, a passkey, the email domain, a second admin, and expiry.

What access to collect from a new client on Meta and Google, who at the client can give it, what level to ask for and how to check it arrived.

The access level an agency needs on each Meta and Google account, in each platform's own words, and which levels also let it change who has access.

A real request shows up in your own Meta Business Suite and names the agency you hired. It never needs your password, a login code or a photo of your ID.

Let the new agency in first, check who owns and pays for each account, then remove the old agency in Meta and in Google, one platform at a time.

List what you can reach, check who owns and pays for each account, hand back what you created, then remove your access on each platform and confirm it.

An owner adds the agency as Manager under Business Profile settings > People and access. Agencies with an organization can be invited or request access.

Go to business.google.com/add, choose your business, select Request Access and send the form. The current owner gets 3 days to respond.

In YouTube Studio, open Settings > Permissions > Invite and pick a role. An agency that only runs YouTube ads may need a Google Ads link instead.

YouTube changes a channel's owner through its Brand Account: add the new person as an owner, and after 7 days they make themselves primary owner.

A super admin adds the agency person under Settings > Manage admins. They must be a 1st- to 3rd-degree connection who follows the Page. Roles explained.

An account manager adds the agency person as Campaign manager under Account Settings > Manage access. To create ads, they also need a role on your Page.

A Business Center admin adds the agency under Partners > Add partner, or the agency requests your ad account by ID and you accept in TikTok Ads Manager.

The creator turns on Ad authorization in the post's Ad settings and copies a code valid for 7, 30, 60 or 365 days. The advertiser adds it in Ads Manager.

Send the agency your account number. It sends a link request, and you accept it within 30 days under Tools > All accounts > Accounts Summary > Requests.

The merchant sends the 4-digit collaborator code, the agency requests access from its Dev Dashboard, and the merchant accepts under Settings > Users.

An Owner or Admin adds the agency person under Settings > Users > Add new user and picks a role, such as Manager. The invitation expires after 24 hours.