What to ask for
- Ask for
- Partial access: View performance (ad account) Partner access
- Minimum safe access
- View performance on the one ad account. Add the Insights task on the Page for Page reporting.
- Client needs
- Full access (formerly full control) of their business portfolio, plus your business portfolio ID.
Ask for Partial access: View performance (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.
What breaks if the role is wrong
- Too lowNo ad account shared: Ads Manager shows nothing for it.
- Too highManage campaigns lets the agency edit ads and spend when the SOW is reporting only.
- GotchaMeta renamed 'full control' to 'full access'. Some help pages and screens still say 'full control'; they mean the same level.
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/1717412048538897 · 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.
What Meta access do I need to run ads for a client?
Ask forPartial access: Manage campaigns (ad account)
What GA4 access do I need to view a client's reports?
Ask forViewer
What Google Ads access do I need to view a client's reports?
Ask forRead-only
Meta (Facebook & Instagram Ads) 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.