Share Business Assets with Partners in Meta Business Suite

General Overview

To grant a partner agency or collaborator access to your Meta Business Manager assets, log into your Business Manager, navigate to "Business Settings", and then to "Users" > “Partners." Click "Add" and select "Give a partner access to your assets." Enter the partner's “Business ID” to send an access request, specifying the desired permission level for each asset. The partner must then approve your request to gain access.

Step-by-step instructions to grant partner access:

  1. Log in to your Meta Business Manager account.
  2. Navigate to "Business Settings" by clicking on the gear icon or the settings button in the top right corner of your Business Manager dashboard.
  3. Locate the "Users" section and select the "Partners" tab.

  4. Click the "Add" button to initiate the partner access request process.

  5. Choose the option "Give a partner access to your assets." This specifically allows you to grant access to individual assets like Facebook Pages, Instagram accounts, ad accounts, and more.
  6. Enter the partner's unique "Business ID" in the designated field. This identifier is crucial for locating and connecting with the partner's Business Manager account within the system.
    • Dash.fi’s Business ID: 646884015417961

  1. Specify Asset Types and Permissions:
    • Requested asset type will be the specific Ad account(s) you'd like tracked.

    • Request permissions will be Full Control.

  2. Send the access request. Once you have entered the partner's Business ID and defined the desired permission levels, click the "Send" button to initiate the request.
  3. Await partner approval. The partner will receive your access request notification within their Business Manager account. They must then review and approve the request to gain the specified access to your assets.