Last Updated / Reviewed: November 28th, 2023
Execution Time: ~10 mins
Goal: To grant Meta (Facebook + Instagram) access BlueHuki so we can help manage your Facebook page, Instagram and / or ads.
Ideal Outcome: BlueHuki social media manager account will have access (but not ownership) to Meta Business Suite.
Prerequisites or requirements:
- You need a Meta Business Suite Account;
- If you don’t have one yet (or have not heard of Meta Business Suite) you can follow the “Create a Meta Business Suite or Business Manager Account” at https://business.facebook.com
- This guide will also need your Facebook Page and Ads Manager to be managed by a Facebook Business Manager account, NOT from a personal account.
Why this is important: If your assets aren’t properly accounted for and managed, you can easily lose track who has access to what.
Where this is done: Inside Facebook Business Manager.
When this is done: To get started with a new marketing initiative
Who does this: Business owner or manager who has admin access to Facebook Business Manager.
Granting Meta Business Manager access to a Personal Account
- Access required: Admin
- Typical scenario: The business owner assigns ad accounts and pages to the agency contractor or employees so that they can work on them. A business owner/team leader assigns ad accounts to a team member.
- Who performs this action: Business owner or account manager who wants to share access to their Business Manager’s assets.
- Head to your Meta Business Suite settings here at at https://business.facebook.com
You will see a dropdown arrow under the Meta Business Suite. These are the Business Accounts. On the sidebar, search the Business name account.
Example: Search “The Cosmetic Blog”, you can see the Facebook Page and Instagram Page logo icon and a gear icon. Click the gear icon ⚙️.
2. On the sidebar, click “People” → “Add”
3. Enter the email address of the person that you want to give access to (ideally their work email, it doesn’t need to be the email associated with their personal Facebook account), make sure you are assigning the “Full Control” which will allow to manage the ads and social media posts and click “Next”;
4. Assign the Business Assets. Click the Facebook Page and Instagram page. If you did not find the Instagram page, give us the login credentials and the team will connect your Instagram to the Meta Business Suite.
Turn on the toggle and under the “Full Control” on “Everything.” And then click “Next”.
5. That’s it! You will receive a confirmation email that they can use to connect their own account.
- You will receive an email containing the confirmation link a few minutes after you’ve sent the invite
- Open the email → Click “Get Started”
- Add your name and click “Continue”
- Login to the personal Facebook account, and that’s it, that Business Manager account and its assets are now shared!
