1. Setting Up Your Business Manager Account
If you haven't already, create a Business Manager account at Facebook Business Manager. This account acts as your central hub for managing clients’ ad accounts, Pages, and other assets.
2. Adding the Client’s Facebook Page
1. Navigate to the "People" Section in Business Manager Settings:
Go to the Business Settings menu.
Click on People under Settings.
Select Invite People.
Enter the client’s Facebook email address.
Assign the appropriate role (e.g., Admin, Editor, etc.) to them.
2. Client Approves Your Request:
The client will receive a notification asking them to approve your request to access their Business Manager.
Clear Communication is Key: Inform your client beforehand about why you need access and the benefits this will offer for their Instagram and Facebook campaigns.
3. Granting Access to Ad Accounts
Once you have access to the client’s Business Manager:
1. Go to the "Ad Accounts" Section in Business Manager Settings:
Click Add in the top right corner.
Choose Request Access.
Select the desired ad account from the dropdown menu.
Ensure that the client has granted you "Manage" access to this account within their Business Manager.
2. Client Confirms Access:
The client will receive another notification and will need to approve your request for ad account access.
4. Connecting Instagram Subaccount
After you’ve been granted access to the ad account:
1. Navigate to the Instagram Account within Business Manager:
Go to Business Settings.
Click Accounts.
Select Instagram Accounts.
Click Add Account.
Choose Request Access and select the Instagram account you want to connect.
Confirm that you have permission to manage this account on behalf of your client.
2. Client Confirms Access:
The client will receive a notification and needs to approve your request to connect the Instagram account.