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Grant Us Access to Your Meta (Facebook & Instagram) Ads

There are two ways to give us access to your Meta ad account. Pick whichever suits you best.

OptionHow it worksBest for
Option AAdd our head of paid media to your Business Portfolio as an AdminQuick setup, we handle the rest
Option BShare specific assets (ad accounts, pages, pixels) with our Business Portfolio using our partner IDMore granular control over what we can access

What you'll need

  • Access to your Meta Business Portfolio (formerly Business Manager) at business.facebook.com
  • Admin access to your Business Portfolio
  • Two-factor authentication (2FA) enabled on your Facebook account
  • About 10 minutes

Option A: Add our team lead to your Business Portfolio

This is the quickest approach. You add our head of paid media as an Admin to your Business Portfolio, and we take care of assigning ourselves to the right assets (ad accounts, pages, pixels) from there.

Who to add

DetailValue
Emailamine@geekytech.co.uk
RoleAdmin

Step 1: Open Business Settings

  1. Go to business.facebook.com and sign in.
  2. If you manage multiple businesses, pick the right one from the dropdown in the top-left.
  3. Click Settings (gear icon) in the bottom-left sidebar.

Step 2: Go to People

  1. In the left menu under Users, click People.

Step 3: Add our team lead

  1. Click the blue Add button.
  2. Enter the email address: amine@geekytech.co.uk
  3. Select Admin access.
  4. Click Invite.

That's it from your side. Amine will accept the invite and handle connecting everything up.

What does Admin access allow?

PermissionIncluded?
View and manage ad accountsYes
Create and manage campaignsYes
Access pages, pixels, and other assetsYes
Add and remove peopleYes
Modify business settingsYes
Change billing/payment detailsYes

TIP

Admin access doesn't transfer ownership. You're still the Business Portfolio owner and can change or remove permissions anytime.


Option B: Share assets with our Business Portfolio

If you'd prefer to keep tighter control, you can share specific assets (ad accounts, pages, pixels) with our Business Portfolio directly. This way, you choose exactly what we can access.

Our Business Portfolio details

DetailValue
Business nameGT Business Manager
Business Portfolio ID514506582305534

Step 1: Open Business Settings

  1. Go to business.facebook.com and sign in.
  2. If you manage multiple businesses, pick the right one from the dropdown in the top-left.
  3. Click Settings (gear icon) in the bottom-left sidebar.

Step 2: Go to Partners

  1. In the left menu under Users, click Partners.

Step 3: Add us as a partner

  1. Click the blue Add button.
  2. Select "Give a partner access to your assets".
  3. Enter our Business Portfolio ID: 514506582305534
  4. Click Next.

Step 4: Assign assets

You'll see a list of assets you can share with us. Here's what we typically need:

Asset typeWhat to sharePermission level
Ad accountsYour main ad account(s)Advertiser (or Admin if you'd like us to manage users too)
PagesYour Facebook pageManage Page
PixelsYour Meta PixelManage Pixel
Instagram accountsYour Instagram business account (if applicable)Manage

Select the assets and permissions, then click Save Changes.

Step 5: We accept the partnership

Once you've sent the request:

  1. We'll see it in our Business Portfolio under Partners > Requests.
  2. We accept the partnership.
  3. The assets you shared become available to our team.

We'll let you know once everything's connected.

What do these asset permissions allow?

Ad account roles:

RoleWhat they can do
AdminFull access to the ad account, including managing users
AdvertiserCreate and manage ads, view performance, manage budgets
AnalystView reports and performance data only

Page roles:

RoleWhat they can do
Manage PageFull control over page content, messages, and ads
Create ContentPublish posts and stories, respond to messages
ModerateRespond to comments and messages
AdvertiseCreate ads from the page
AnalyseView page insights only

Which option should I pick?

Option AOption B
Setup timeFasterTakes a bit longer
Your controlWe have broad accessYou pick exactly what we see
Best whenYou want us to handle everythingYou want to manage permissions yourself

Both options work well. If you're not sure, Option A is the easiest and we can always adjust later.

What happens next?

Once access is set up:

  • Our paid media team can start managing your Meta ad campaigns.
  • You stay the Business Portfolio owner. You're in full control and can change permissions or remove access anytime.
  • Billing stays with you. We don't get access to your payment methods unless you specifically grant it.
  • We'll confirm everything's connected and ready to go.

Need help? Just reach out to your GeekyTech account manager at team@geekytech.co.uk.