Below you will find step-by-step instructions on how to gain access to the relevant Meta accounts and assets as a partner, so your team can run ad campaigns on their behalf.
Ad Account
Ad Account
If you want to work with an ad account that you don't own, you need to request access to it. To request access to an ad account in Business Manager:
Go to Business settings.
In the sidebar menu, go to Accounts. Then click Ad accounts.
Click the Add dropdown menu.
Select Request access to an ad account.
Enter the ad account ID.
Choose Full control as the level of access.
Click Confirm to send the request. You can access and use the ad account once your request is approved.
As an alternative, if the ad account is in a business manager, you can contact someone with full control of the business manager to request that they share access with your business manager. Ask them to go to the Ad accounts tab in the Business Settings, click Assign Partner, and enter your business ID. Learn more about how to find your business ID.
Assign People
Once your Business Manager has access to the ad account, you will need to assign individual people within your Business Manager to the ad account in order to use it. To assign people:
Within the business settings in the Facebook Business Manager (must be admin), click Ad accounts. You will be able to select your ad account from the middle, and then click Add people from the right hand side.
A screen will pop up for you to select which people you would like to grant access to. Once you select the person you'd like to add, make sure you also select Manage ad accounts. If these are both done, then you can click Assign.
Facebook Page
Facebook Page
You will need access to the Facebook page in order to run ads using the page. To request access to a page from your business manager:
Go to Business settings.
Below Accounts, click Pages.
Click the blue Add dropdown button
Select Request access to a Page.
Enter the Facebook Page name or URL.
Choose Full control as the level of access.
Click Request access.
You've now sent your request to the Page admin or person with full control of the Business Manager the Page is in. Once your request is approved, you will see the Page in your business manager.
As an alternative, if the Facebook page is in a business manager, you can contact someone with full control of the business manager to request that they share access with your business manager. Ask them to go to the Pages tab in the Business Settings, click Assign Partner, and enter your business ID. Learn more about how to find your business ID.
Assign People
Once your Business Manager has access to the page, you will need to assign individual people within your Business Manager to the page in order to use it. To assign people:
Within the business settings in the Facebook Business Manager (must be admin), click on Pages, then select the artist's page from the middle of the screen. Once selected, you will be able to see the Add people button - click this.
From here, you select the people you want to give access to on the left side. Each person you select you will want to give the Everything access to. You can find this by scrolling all the way down on the left hand side.
If you've selected a person along with granting them Everything control, then you can click Assign.
Instagram Account
Instagram Account
Once you have access to the Facebook page, you will want to verify that they have their Instagram account connected to the page. To do this:
Go to facebook.com/pages
Find the page in the list and click Manage Page
If you can't find Manage Page, click the 3 dots next your page and click Switch Now.
Once you've switched to the Facebook Page, you should options such as Edit, Professional Dashboard, and Manage
Click Manage
On the left, scroll down to Linked Accounts
This may also be called Connected Accounts
If you see an Instagram account connected, you are all set. If not, the artist will need to complete the steps above and connect their Instagram account.
For the Instagram account, you won't need to assign people like you do at the Ad account and Facebook page level.
Pixel (Dataset)
Pixel (Dataset)
The pixel can only be shared with you by someone with admin access to their Business Manager. To do so, they will need to follow these steps:
Go to Business settings. Select their business portfolio.
Click Data sources.
Select Datasets.
Click Assign partners.
Enter your business ID.
Toggle Full control of the dataset.
Click Next.
As an alternative, if the dataset is in a business manager, you can contact someone with full control of the business manager to request that they share access with your business manager. Ask them to go to the Datasets tab in the Business Settings, click Assign Partner, and enter your business ID. Learn more about how to find your business ID.
Assign People
Once you have been granted access to the dataset, you will need to assign individual people within your Business Manager in order to connect the dataset with Symphony. To assign people:
Within the business settings in the Business Manager (must be admin), you will click Data Sources -> Datasets from the left hand side:
From here, you will select the dataset, then click on Assign people.
Once clicking Assign people, it'll bring up this screen. You will select the people in your Business Manager that you'd like to assign access to your dataset; make sure to select Manage events dataset as well. Once everything is selected, you can click Assign.
