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How to give agency access to Instagram

Last updated · roles checked against Instagram help

The short answer

Ask for partial access to the Instagram profile through the client's business portfolio, with only the tasks you need: Content, Messages, Community activity, Ads or Insights. To run Instagram ads you also need the account connected to a Page and access to the ad account.

What to ask for

Ask for
Partner access to the Instagram profile with partial access (Content, Ads or Insights) Partner access
Minimum safe access
Posting: Content. Ads: Ads plus ad-account access (Manage campaigns). Reporting: Insights.
Client needs
An Instagram professional account added to their business portfolio, and full access to that portfolio.

Ask for Partner access to the Instagram profile with partial access (Content, Ads or Insights) and nothing broader. The smallest role that does the job is easier for the client to approve, easier to audit later, and simpler to remove when the work ends. If the scope of work grows, ask again for the larger role rather than requesting it up front.

Permission levelsscroll →
PermissionLevelLets the agency
ContentPartial accessCreate, manage or delete posts and stories as the account
MessagesPartial accessSend and respond to DMs
Community activityPartial accessRespond to comments, remove content, report activity
AdsPartial accessCreate, manage and delete ads for the account
InsightsPartial accessSee how the account, content and ads perform
EverythingFull accessAlso give and remove access and manage the payment method to run ads

What the client clicks

Send these steps to the person who holds an instagram professional account added to their business portfolio, and full access to that portfolio. Tick them off as you go.

Instagram: Instagram profile0 / 6

What breaks if the role is wrong

  • Too lowAds task without ad account access, or without the account connected to a Page: Instagram ads can't run.
  • Too highFull access can give or remove other people's access and manage the payment method.
  • GotchaMeta renamed 'full control' to 'full access'. Some help pages and screens still say 'full control'; they mean the same level.
  • GotchaInstagram ads need the professional account connected to a Facebook Page, plus access to the ad account.
  • GotchaA partner with full access to the Page can't connect or disconnect Instagram from it; the client must do that.
  • GotchaEach Instagram account can only belong to one business portfolio.

Copy this access request

Fill in the blanks and paste it into your email to the client. Nothing you type leaves this page.

Sources

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