What to ask for
- Ask for
- Partner access to specific assets, not a seat in the client's business portfolio Partner access
- Minimum safe access
- Partner access to each needed asset with partial access. Never full access to the portfolio itself.
- Client needs
- Full access (formerly full control) of their business portfolio. Only people with full access see Partners.
Ask for Partner access to specific assets, not a seat in the client's business portfolio 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.
What the client clicks
Send these steps to the person who holds full access (formerly full control) of their business portfolio. only people with full access see partners. Tick them off as you go.
What breaks if the role is wrong
- Too highAdding agency staff as people with full access lets them manage everything, including people and deleting the portfolio.
- Wrong routeAdding people (Settings → People) is different from adding a partner; partners keep their own portfolio and team.
- GotchaMeta renamed 'full control' to 'full access'. Some help pages and screens still say 'full control'; they mean the same level.
- GotchaBusiness Manager is now called business portfolio; Meta's basic access was formerly the employee role.
- GotchaA partner with full access to an asset can't share it with another business; only the owner can.
- GotchaIf you can't see Partners, you don't have full access to the 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
- https://www.facebook.com/business/help/1717412048538897 · checked Oct 14, 2026
- https://www.facebook.com/business/help/442345745885606 · checked Oct 14, 2026
- https://www.facebook.com/business/help/2169003770027706 · checked Oct 14, 2026
- https://www.facebook.com/business/help/1242256693745272 · checked Oct 14, 2026
Last updated
Skip the back-and-forth. Send one AuthHub link.
One branded link walks each client through official invites on 15+ platforms. $29/$79/$149 a month for 5/20/50 active clients.
Related
Part of Meta (Facebook & Instagram) access
Every role on Meta (Facebook & Instagram), one page.
How to give agency access to a Facebook ad account
Ask forPartial access: Manage campaigns
How to give agency access to a Facebook Page
Ask forPartial access: Content, Ads and/or Insights (per SOW)
How to give agency access to a Meta Pixel (dataset)
Ask forPartial access: Use events dataset
How to give agency access to a Facebook catalog
Ask forPartial access: Basic
What Meta access do I need to run ads for a client?
Ask forPartial access: Manage campaigns (ad account)
What Meta access do I need to only view a client's ad reports?
Ask forPartial access: View performance (ad account)
Meta access guide
The full platform walkthrough, beyond this one task.
Not sure? Use the access level picker
Answer two questions and get the level to request.