Facebook & Instagram adsTwo situations, one page. If you don't have your Meta Ads account yet, create it first and it stays yours. If you already have it, jump straight to inviting your agency. Pick your situation below.
Golden rule: always log in with your existing personal Facebook account. A real, established profile is how Meta knows you're a real person. Never create a fresh Facebook account for this. Meta ads run from a "Business Portfolio" (you might hear it called Business Manager). It's free, and it hangs off your normal Facebook profile, so nobody at your agency ever needs your Facebook password.
Open Meta Business Suite
↗ business.facebook.com/overviewLog into the browser where you're already signed into your personal Facebook profile, then head to this address.
Click to enlargeClick “Create an account”
If Facebook asks you to log in, use your normal personal login. Your personal profile just acts as the key, and nobody else can see anything.
Click to enlargeName your business
Use your actual trading name, your name, and a business email you check. Facebook sends a confirmation email, so click the link in it.
Click to enlargeOpen Business settings → Ad accounts
From the left menu: Settings (gear) → Accounts → Ad accounts.
Click to enlargeClick “Add” → “Create a new ad account”
Name it after your business. Set your local time zone and currency. These can't be changed later, so double-check them.
Click to enlargeAdd a payment method
Settings → Billing & payments → add your card. Ads won't run without it, and keeping billing on your card means you always control spend.
Click to enlarge
Golden rule: always log in with your existing personal Facebook account. A real, established profile is how Meta knows you're a real person. Never create a fresh Facebook account for this. You'll add {{partner:meta}} as a “partner”. That's Meta's partner option: we work inside your ad account, you keep the keys.
Open Business settings
↗ business.facebook.com/settingsGo to this address and pick your business if it asks.Click to enlargeClick “Partners” in the left menu
It's under Users → Partners.
Click to enlargeClick “Add” → “Give a partner access to your assets”
Click to enlargePaste in {{partner:meta}}'s Business ID
Copy it below, paste it into the box, and click Next.You'll paste in your agency's Business ID here. Your agency gives you this to copy.
Click to enlargeShare your ad account (and page)
Tick your ad account and switch on Manage ad account. Do the same for your Facebook Page (Manage Page → or at minimum “Create ads”) and your pixel/dataset if listed. Click Save. Try to finish this the same day if you can, as some partner grants expire quickly.
Click to enlargeDone, tell us it's sent
We accept on our side and you'll see {{partner:meta}} listed under Partners. Removing us later: same screen, three dots, Remove.
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