SOP: How to Give Admin Access to Meta Business Manager and Share Assets

Step 1: Log in to Meta Business Manager

1. Go to Meta Business Manager.
2. Log in using your Facebook credentials (the email and password you use for your personal Facebook account).

Step 2: Navigate to Business Settings

1. From your Business Manager dashboard, locate the "Business Settings" option in the left-hand sidebar and click on it.

Step 3: Add People to Your Business

1. In Business Settings, click on "People" under the Users section on the left.
2. In the top-right corner, click "Add" to add new users.
3. Enter the email address of the person (media buyer) you want to give access to.
4. Choose the Admin Access role by toggling the switch to Admin (this gives full control over your Business Manager).
5. Click "Next".

Step 4: Share Your Assets

After adding the person, you need to share the assets (Facebook Page, Ad Account, Pixels, etc.):

4.1 Share Access to Your Facebook Page

1. Under Business Settings, go to the Accounts section and click on "Pages".
2. Select the Facebook Page you want to share.
3. In the right panel, click on "Assign People" and choose the media buyer you added earlier.
4. Toggle Admin Access to ensure full permissions.
5. Click "Save Changes".

4.2 Share Access to Your Ad Account

1. In Business Settings, go to Accounts and click on "Ad Accounts".
2. Select the Ad Account you want to share.
3. Click "Assign People" in the right panel.
4. Choose the media buyer and give Admin Access.
5. Click "Save Changes".

4.3 Share Access to Pixels

1. Go to Data Sources in Business Settings.
2. Click on "Pixels" and select the Pixel you want to share.
3. Click "Assign People" and select the media buyer.
4. Toggle Full Control to ensure admin access.
5. Click "Save Changes".

4.4 Share Access to Catalogs (if applicable)

1. Under Business Settings, go to Data Sources and select "Catalogs".
2. Choose the catalog you want to share.
3. Click "Assign People", select the media buyer, and give Admin Access.
4. Click "Save Changes".

Step 5: Confirm the Invitation

1. The media buyer will receive an email invitation.
2. They need to accept the invitation via the email or directly in their Meta Business Manager account.

Step 6: Add Payment Method (Optional)

If you want the media buyer to handle payments, follow these steps:

1. In Business Settings, go to Payments.
2. Click Add Payment Method, and enter your payment information (credit card or PayPal).
3. Set this as the default payment method for the ad account.