What to ask for
- Ask for
- Partial access: Basic Partner access
- Minimum safe access
- Catalog ads: Basic. Feed or product management: Manage everything.
- Client needs
- Full access (formerly full control) of the business portfolio that owns the catalog, plus your business portfolio ID (or they can send a share link).
Ask for Partial access: Basic 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 | Level | Lets the agency |
|---|---|---|
| Basic | Partial access | View products and data sources, create/edit/delete product sets, select the catalog in ads, view events and match rate |
| Manage everything | Full access | Also add/edit/delete products and data sources, connect the catalog to other assets, manage settings or delete the catalog |
What the client clicks
Send these steps to the person who holds full access (formerly full control) of the business portfolio that owns the catalog, plus your business portfolio id (or they can send a share link). Tick them off as you go.
What breaks if the role is wrong
- Too lowBasic: you can't add or edit products, fix data sources or change settings.
- Too highManage everything can delete the catalog.
- GotchaMeta renamed 'full control' to 'full access'. Some help pages and screens still say 'full control'; they mean the same level.
- GotchaIf the client uses Get link to share instead of the ID, each link works once and expires in 30 days.
- GotchaConnecting the catalog to other assets also needs full access to those other assets.
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/1242256693745272 · checked Oct 14, 2026
- https://www.facebook.com/business/help/1953352334878186 · checked Oct 14, 2026
- https://www.facebook.com/business/help/442345745885606 · 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 Facebook Business Manager
Ask forPartner access to specific assets, not a seat in the client's business portfolio
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.