How to Grant Contributor Access to Meta Ads for Weezle Marketing

We do not own the rights to these images, used for educational purposes only

Meta Ads, formerly known as Facebook Ads, allows businesses to create engaging and targeted advertising campaigns across Facebook, Instagram, and other Meta platforms. Collaboration is often key to running successful campaigns, and this includes sharing account access with team members, freelancers, or consultants like Austin ataustin@weezle.com.

This guide will walk you through the steps of granting contributor access to your Meta Ads account, explain the different roles and permissions involved, and offer best practices for managing access securely and effectively.

Why Share Access to Meta Ads?

Whether you’re working with a digital marketing agency, a freelance expert, or a member of your internal team, providing proper access to your Meta Ads account is a necessary step for collaboration. Here are some reasons why it’s important:

1. Efficient Workflow: Granting access allows Austin to work directly within the Meta Ads Manager, reducing the need for constant communication and manual sharing of reports or updates.

2. Real-Time Adjustments: With access, Austin can monitor campaigns, adjust targeting, and optimize performance without delays.

3. Secure Collaboration: Instead of sharing passwords or sensitive account credentials, Meta provides a secure system for adding users with designated roles and permissions.

Understanding Meta Ads Roles and Permissions

Meta Ads Manager offers several roles that define what a user can and cannot do within the account. When granting access to Austin, it’s crucial to choose the appropriate role based on his responsibilities. Below is a breakdown of the available roles:

1. Admin: This role has full access to the account. Admins can manage campaigns, add or remove users, and control billing settings. This level of access should only be given to trusted individuals who require complete control over the account.

2. Advertiser: An advertiser can create and manage campaigns, view performance metrics, and make adjustments, but they cannot add or remove users. This is typically the best role for someone actively working on campaign management.

3. Analyst: This role is for users who only need to view campaign performance and data. Analysts cannot create or edit campaigns, making this a good option for stakeholders who want oversight without the ability to make changes.

For Austin, you’ll likely want to assign theAdvertiserrole if he is responsible for managing campaigns. If he’s only providing insights or reviewing performance, theAnalystrole may suffice.

Prerequisites for Adding Users on Meta Ads

Before you can grant Austin access to your Meta Ads account, ensure the following requirements are met:

1. You Have Admin Access: Only account admins can add or remove users.

2. Austin Has a Facebook Account: Meta requires users to have a Facebook account to access Ads Manager. Confirm that Austin’s email (austin@weezle.com) is linked to an active Facebook profile.

3. Your Business Manager is Set Up: If you’re managing your ads through Meta Business Suite, make sure your Business Manager account is properly configured.

We do not own the rights to these images, used for educational purposes only

We do not own the rights to these images, used for educational purposes only

We do not own the rights to these images, used for educational purposes only

Step-by-Step Guide to Grant Contributor Access

Follow these steps to add Austin as a contributor to your Meta Ads account:

Step 1: Log into Meta Business Suite

1. Visit Meta Business Suite and log in with the Facebook account associated with your business.

2. Navigate to the Business Manager dashboard where your Meta Ads account is managed.

Step 2: Access Business Settings

1. In the left-hand menu, click on Business Settings. This will open a variety of configuration options for your business account.

2. Under the Users section in the left-hand menu, select People.

Step 3: Add a New User

1. Click the blue Add button to invite a new user to your Business Manager.

2. In the pop-up window, enter Austin’s email address (austin@weezle.com) in the provided field.

Step 4: Assign a Role

1. Choose the appropriate role for Austin:

   • Employee Access: Grants limited access to specific tools and data within your Business Manager account. This is the most common choice.

   • Admin Access: Grants full control over the Business Manager account. Use this only if Austin needs to manage all aspects of the account.

2. After selecting the role, click Next.

Step 5: Assign Access to Meta Ads

1. In the next step, you’ll see a list of assets associated with your Business Manager, including your Meta Ads account.

2. Select the Ads account you want to share with Austin.

3. Assign a specific role for this Ads account:

   • Advertiser: For campaign creation and management.

   • Analyst: For viewing performance data only.

4. Click Invite to send an invitation to Austin.

Step 6: Austin Accepts the Invitation

1. Austin will receive an email invitation to access your Business Manager account. He needs to open the email and click the link provided.

2. Once he logs into his Facebook account, he’ll be prompted to accept the invitation.

3. After accepting, he’ll have access to the Ads Manager account with the permissions you assigned.

Verifying Access and Managing Roles

Once Austin has accepted the invitation, it’s important to verify that he has been added successfully and that his role is correctly assigned. Here’s how:

1. Go back to Business Settings > People.

2. Locate Austin’s name or email address in the list of users.

3. Check the assigned role and permissions. If needed, you can adjust his access level by clicking the pencil icon next to his name.

Best Practices for Managing Access

Granting access to your Meta Ads account is a straightforward process, but it’s important to follow best practices to ensure security and efficiency:

1. Assign Only the Necessary Permissions

Only give users the level of access they need to perform their tasks. For example, if Austin is managing campaigns but doesn’t need to adjust billing information, avoid giving him Admin access.

2. Regularly Audit User Access

Periodically review the list of users who have access to your Business Manager and Ads Manager accounts. Remove access for users who no longer need it, such as former employees or contractors.

3. Enable Two-Factor Authentication

Encourage all users, including Austin, to enable two-factor authentication (2FA) on their Facebook accounts. This adds an extra layer of security to your Business Manager account.

4. Set Clear Expectations

Clearly define Austin’s responsibilities within the Meta Ads account. Whether he’s creating campaigns, analyzing performance, or providing strategic input, setting expectations will ensure smooth collaboration.

Troubleshooting Common Issues

If you encounter any issues while granting access, here are some common problems and their solutions:

1. Austin Didn’t Receive the Invitation Email

• Double-check that you entered the correct email address (austin@weezle.com).

• Ask Austin to check his spam or junk folder.

• Resend the invitation if necessary.

2. Austin Can’t Accept the Invitation

• Confirm that Austin’s email is linked to an active Facebook account.

• If he doesn’t have a Facebook account, he’ll need to create one before accepting the invitation.

3. Access Issues

• If Austin reports that he can’t access certain features, verify his assigned role and permissions in the Business Settings.

Benefits of Proper Role Assignment

Providing Austin with the appropriate level of access to your Meta Ads account ensures that he can work effectively while maintaining the security of your account. Here are some benefits of proper role assignment:

1. Enhanced Collaboration: Austin can contribute directly to campaign management without needing constant input or approvals.

2. Improved Efficiency: With real-time access to data and tools, Austin can make timely adjustments to campaigns for better performance.

3. Account Security: Role-based permissions minimize the risk of unauthorized changes or data breaches.

Final Thoughts

Granting contributor access to Meta Ads is a simple yet powerful way to collaborate with team members, consultants, or agencies like Austin ataustin@weezle.com. By following the steps outlined in this guide and adhering to best practices, you can ensure a seamless and secure process. Whether Austin is managing campaigns or analyzing performance, providing the right level of access will help you achieve your advertising goals more effectively.