Featured Image: [Image of a Facebook Ads Manager dashboard with a hand clicking on the "Add People" button]
When you need to collaborate on Facebook ads, it’s important to grant access to the Facebook Ads Manager. This allows other users to view, edit, and manage your ad campaigns. However, before you give someone access, it’s important to understand the different levels of access available and how to revoke access if necessary.
There are three levels of access that you can grant to users: Admin, Editor, and Analyst. Admins have full control over all aspects of your ad account, including creating and editing campaigns, setting budgets, and tracking results. Editors can also create and edit campaigns, but they cannot change your account settings or billing information. Analysts can only view your ad performance data and cannot make any changes.
When you’re ready to grant access to someone, click on the “Business Settings” tab in the top right corner of the Ads Manager. Then, click on the “People” tab and click on the “Add People” button. Enter the email address of the person you want to add and select the level of access you want to grant them. Once you’ve added someone, they will receive an email notification and will be able to log in to the Ads Manager using their own Facebook account.
Understanding User Roles in Facebook Ads Manager
Facebook Ads Manager employs a multifaceted user role system to grant varying levels of access and control to individuals within an advertising account. Understanding these roles is crucial for maintaining efficient account management and ensuring that the right people have the appropriate permissions. Let’s delve into each role and its associated responsibilities:
1. Administrator
The Administrator role holds the highest level of authority within an Ads Manager account. This individual has unrestricted access to all aspects of the account, including:
- Creating and managing ad campaigns, ad sets, and ads
- Viewing and editing billing information
- Managing user roles and permissions
- Setting up and managing business integrations
li>Accessing account analytics and reports
Typically, the Administrator role is assigned to the account owner or a senior member of the marketing team. It is recommended to limit the number of Administrators to ensure accountability and prevent unauthorized modifications to the account.
Granting Administrator Access
• **Navigate to Business Settings:** Hover over the gear-shaped settings icon in the top-right corner and select “Business Settings.”
• **Select Business Roles:** In the left-hand menu, click “People” and then select “Business Roles.”
• **Create New Role:** Click “Create New” and select “Administrator” from the drop-down menu.
• **Enter Email Address:** Enter the email address of the person you want to grant access to.
• **Assign Relevant Permissions:** In the “Permissions” section, assign the following permissions as needed:
| Permission | Description |
|---|---|
| Create and manage ads | Allows creation, editing, and management of Facebook ads. |
| Edit ad budgets | Enables adjustment of ad budgets and optimization settings. |
| Manage all ads | Grants full control over all Facebook ads within the business account. |
• **Review and Send Invitation:** Carefully review the permissions you have assigned. Click “Invite” to send an invitation to the specified email address.
Important Note: Please ensure that you trust the individual you are granting administrator access to. This role provides extensive permissions and can significantly impact your Facebook advertising campaigns.
Assigning Editor Access
Editor access grants a user the ability to manage campaigns, ad sets, and ads, as well as create reports and view performance data. This level of access is typically given to individuals who need to collaborate on the development and execution of Facebook advertising campaigns.
To assign editor access, follow these steps:
- Log in to Facebook Ads Manager.
- Click on the People tab in the left-hand navigation.
- Click on the + button and select Assign Editor Access.
- Enter the email address of the user you want to give access to.
- Click on the Assign button.
The user will receive an email notification with instructions on how to activate their editor access. Once they have activated their access, they will be able to log in to Facebook Ads Manager and start managing your campaigns.
Below is a table summarizing the differences between the roles:
| Role | Permissions |
|---|---|
| Editor | Manage campaigns, ad sets, and ads. Create reports and view performance data. |
Providing Analyst Access
To grant analyst access to your Facebook Ads Manager account, follow these steps:
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1. Access Business Manager Settings
Navigate to Business Manager settings by clicking the “Business Settings” icon in the top right corner of Facebook.
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2. Select the Business Manager tab
From the left-hand menu, select “Business Manager” and then “People” from the dropdown menu.
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3. Click the “Add person” button
Click the blue “Add person” button at the top of the screen.
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4. Enter user details and assign permissions
Enter the email address of the person you want to give access to and select “Analyst” from the “Access level” dropdown menu.
Under “Ads Permissions,” select the following options to grant full analyst access:
Permission Description Can create ads Allows the user to create and edit ads. Can pause and resume ads Allows the user to pause and resume active ads. Can view old performance Provides access to historical ad performance data. Can change settings and billing Grants permission to modify campaign settings and billing information. Can manage budgets Allows the user to set and adjust budgets. -
5. Click “Add”
Click the “Add” button to grant the specified access to the user.
Sharing Limited Access for Specific Campaigns or Ad Sets
To grant access to specific campaigns or ad sets, follow these steps:
1. From the Ads Manager home page, select the campaigns or ad sets you want to share.
2. In the top-right corner of the table, click the “Assign” button.
3. In the “Share with Others” dialog box, enter the email address or Facebook ID of the person you want to give access to.
4. Select the level of access you want to give (Analyst, Editor, or Admin).
5. Customizing Access Permissions:
To customize the permissions further, click on the “Customize Access” option. This allows you to:
| Permission | Description |
|---|---|
| Can edit targeting and placements | Allows the user to change the targeting criteria and ad placements for the campaigns or ad sets. |
| Can edit creative and copy | Grants the user permission to modify the ad creatives, including images, videos, and ad copy. |
| Can edit budget and schedule | Gives the user the ability to adjust the budget and schedule of the campaigns or ad sets. |
| Can create new creatives | Allows the user to create new ad creatives within the shared campaigns or ad sets. |
By selecting or deselecting these permissions, you can tailor the level of access to suit the specific needs of the user.
Managing Access Permissions
When granting access to your Facebook Ads Manager, you can customize the level of permissions granted to each user. Here’s a detailed description of the different permission levels available:
Viewing Access
Allows the user to view ad campaigns, ad sets, and ads, but does not grant any editing or publishing permissions.
Editing Access
Allows the user to edit and update existing Facebook ads, including ad copy, targeting, and budget.
Creating Access
Allows the user to create new Facebook ads, including setting up campaigns, ad sets, and targeting parameters.
Publishing Access
Allows the user to publish or unpublish ads, making them live or inactive on Facebook.
Account Access
Provides the user with full access to your Facebook Ads Manager account, including campaign and billing information.
Custom Permissions
Allows you to create custom permission sets tailored to specific roles within your organization. This feature provides flexibility in assigning specific access levels to team members based on their responsibilities.
| Permission | Description |
|---|---|
| Can create ads | Create new ads |
| Can edit ads | Modify existing ads |
| Can delete ads | Remove ads |
| Can approve ads | Publish or unpublish ads |
| Can view performance reports | Access ad performance data |
| Can edit billing information | Update payment methods |
Revoking User Access
To remove a user’s access to your ad account, follow these steps:
- Click on the “Settings” tab in the left-hand navigation menu.
- Under the “Users” section, click on the “People” tab.
- Find the user you want to remove and click on the “X” next to their name.
- Confirm that you want to remove the user by clicking on the “Remove” button.
Additional Notes
When you remove a user from your ad account, they will no longer be able to access any of the campaigns, ad sets, or ads in that account. They will also not be able to create or edit any new campaigns, ad sets, or ads. However, they will still be able to see any reports that they have previously created.
Best Practices
It is important to regularly review the users who have access to your ad account and remove any users who are no longer needed. This will help to keep your account secure and prevent unauthorized access to your data.
Revoking Access via Business Manager
If you are using Business Manager, you can also revoke access to your ad account through Business Manager. To do this, follow these steps:
- Log into Business Manager.
- Click on the “Business Settings” tab in the left-hand navigation menu.
- Under the “People” section, click on the “People” tab.
- Find the user you want to remove and click on the “X” next to their name.
- Confirm that you want to remove the user by clicking on the “Remove” button.
| Action | Who Can Do It |
|---|---|
| Add or remove users from an ad account | Admin or Advertiser role |
| Manage user permissions in an ad account | Admin role |
Granting Access
To grant access to your Facebook Ads Manager account, follow these steps:
- Click on the “Business Settings” tab in the top right corner of Facebook.
- Select “People” from the left-hand menu.
- Click on the “Add” button and enter the email address of the person you want to give access to.
- Select the level of access you want to grant (Editor, Analyst, or Advertiser).
- Click on the “Save” button.
Revoking Access
To revoke access to your Facebook Ads Manager account, follow these steps:
- Click on the “Business Settings” tab in the top right corner of Facebook.
- Select “People” from the left-hand menu.
- Find the person you want to remove and click on the “Edit” button.
- Click on the “Remove” button.
- Click on the “Save” button.
Best Practices for Access Management
1. Use the least amount of access necessary.
Only grant the level of access that is necessary for the person to do their job.
2. Review access permissions regularly.
Make sure that people only have access to the accounts and campaigns that they need to work on.
3. Use strong passwords.
This will help to protect your account from being hacked.
4. Use two-factor authentication.
This will add an extra layer of security to your account.
5. Monitor account activity.
Keep an eye on who is accessing your account and what changes are being made.
6. Use access request approvals.
This will require people to request access to your account before you grant it.
7. Use an ad agency partner.
If you don’t have the time or resources to manage your Facebook Ads account yourself, you can use an ad agency partner to do it for you.
8. Define clear roles and responsibilities.
Make sure that everyone who has access to your account knows what their roles and responsibilities are. This will help to avoid confusion and conflict.
| Role | Responsibilities |
|---|---|
| Admin | Can manage all aspects of the account, including billing, campaigns, and users. |
| Editor | Can create and edit campaigns, ads, and audiences, but cannot manage billing or users. |
| Analyst | Can view reports and data, but cannot make changes to the account. |
| Advertiser | Can access the account but cannot create or edit campaigns, ads, or audiences. |
Troubleshooting Common Permission Issues
When assigning permissions to your Facebook Ads Manager account, you may encounter various issues. Here’s a comprehensive guide to troubleshoot the most common problems:
9. Incomplete or Inaccurate Role Assignment
Incomplete or inaccurate role assignment can result in missing permissions or limited access for users. If you’re facing this issue, double-check the following:
| Step | Description |
|---|---|
| 1 | Review the roles and permissions assigned to the affected user. Ensure that the necessary permissions are granted. |
| 2 | Verify the user’s email address and ensure it matches the one associated with their Facebook account. |
| 3 | Confirm that the role assignment has been successfully processed. Sometimes, there may be a delay in updates. |
| 4 | If the issue persists, try removing the user and re-adding them with the correct permissions. |
By carefully following these steps, you can resolve most common permission issues and ensure the smooth functioning of your Facebook Ads Manager account.
Assign Roles and Permissions
Define specific roles (e.g., Admin, Editor, Analyst) and customize permissions for each role. This ensures users only access the necessary sections, preventing accidental changes.
Control Access to Business Assets
Grant or restrict access to business assets, such as ad accounts, pages, and pixels, based on each user’s role and responsibilities. This ensures users can access only the assets they need for their tasks.
Create and Manage Custom Access Levels
Create custom access levels tailored to specific needs. This allows you to grant granular permissions, assigning specific tasks to different users.
Utilize Access Groups
Organize users into groups based on their roles or teams. Assign group permissions to simplify management and ensure consistency in access levels.
Monitor and Manage User Activity
Track user activity through the Activity Log to monitor changes and identify any suspicious activity. This helps maintain data integrity and security.
Use Facebook Business Suite
Consider using Facebook Business Suite, which centralizes all business tools, including Ads Manager. This provides a unified platform for managing access and permissions across various applications.
Enable Two-Factor Authentication (2FA)
Implement 2FA for all users to enhance security. This requires users to provide an additional verification code when logging in, minimizing unauthorized access.
Limit Access by IP Address
Restrict access to Ads Manager from specific IP addresses. This helps prevent unauthorized access from outside the authorized network.
定期审查和更新访问权限
定期审查和更新访问权限以确保其与当前需求保持一致。删除不再需要的访问权限，并调整权限以反映角色和职责的变化。
培训和教育用户
Provide training and education to users on appropriate access usage. Explain the importance of managing permissions carefully and following best practices for data security.
| 权限 | 描述 |
|---|---|
| Admin | Full access to all settings and data |
| Editor | Can create and edit ads, but cannot change account settings |
| Analyst | Can view and analyze data, but cannot make changes |
| Advertiser | Can access specific ad accounts and campaigns |
How To Give Facebook Ads Manager Access
To give someone access to your Facebook Ads Manager account, follow these steps:
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Log in to your Facebook Ads Manager account.
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Click the “Settings” tab in the top right corner of the screen.
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Click “People” in the left-hand menu.
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Click the “Add Person” button.
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Enter the email address of the person you want to add.
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Select the level of access you want to give them.
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Click the “Add” button.
The person you added will now have access to your Facebook Ads Manager account.
People Also Ask
How do I remove someone’s access to my Facebook Ads Manager account?
You can remove someone’s access to your Facebook Ads Manager account by following these steps:
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Log in to your Facebook Ads Manager account.
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Click the “Settings” tab in the top right corner of the screen.
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Click “People” in the left-hand menu.
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Click the “X” next to the name of the person you want to remove.
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Click the “Remove” button.
Can I give someone access to only certain parts of my Facebook Ads Manager account?
Yes, you can give someone access to only certain parts of your Facebook Ads Manager account. When you add someone to your account, you can choose to give them “Admin” access, which gives them full access to your account, or “Editor” access, which gives them limited access to only certain parts of your account.
What are the benefits of giving someone access to my Facebook Ads Manager account?
Giving someone access to your Facebook Ads Manager account can be beneficial for several reasons. For example, you can give someone access to your account to help you manage your ads, create new ads, or track your results. You can also give someone access to your account to review your ads before they go live.
