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What Meta access do I need to run ads for a client?

Last updated · roles checked against Meta (Facebook & Instagram Ads) help

The short answer

Ask for partner access to the ad account with partial access and "Manage campaigns": you can view, create and edit ads and access reports. Full access ("Manage ad accounts") is only for settings, finances and permissions.

What to ask for

Ask for
Partial access: Manage campaigns (ad account) Partner access
Minimum safe access
Manage campaigns on the one ad account, plus the Ads task on the Page you advertise for. Billing stays with the client.
Client needs
Full access (formerly full control) of their business portfolio, plus your business portfolio ID.

Ask for Partial access: Manage campaigns (ad account) 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, plus your business portfolio id. Tick them off as you go.

Meta (Facebook & Instagram Ads): Run ads0 / 6

What breaks if the role is wrong

  • Too lowView performance: reports only; creating or editing ads fails.
  • Too highManage ad accounts also controls settings, finances and permissions.
  • GotchaMeta renamed 'full control' to 'full access'. Some help pages and screens still say 'full control'; they mean the same level.
  • GotchaPage ads also need the Ads task (or full access) on the Page.
  • GotchaInstagram ads need the account connected to a Page plus ad-account access.

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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