TypePlatform

Getting partner access to a client's Meta assets

How agencies get partner access to a client's Meta ad account, Page and Pixel through business portfolios.

On Meta, agencies work with clients' ad accounts through partner access between business portfolios, so the client keeps ownership.

The short version

  1. Give your client your agency's business portfolio ID. You'll find it in Business settings.
  2. The client goes to their Business settings, adds your business as a Partner, and shares their ad account (and ideally their Page, Pixel and Instagram account).
  3. In your Business settings, assign the shared assets to the person whose Facebook login you connect to Snifferdog.
  4. In Snifferdog, open the client's profile and choose their ad account.
Full instructions: the Meta Business Help Centre: search for "add a partner to your business portfolio".

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