Confirming Access On Meta (Facebook Page / Ad Account)

Ensure the client success team properly verifies and confirms access to the client’s Facebook Page and Ad Account in Meta (formerly Facebook Business Manager).

Step-by-Step Procedure: #

1. Obtain Client Information
   • Facebook Page URL: Request the Facebook Page URL from the client.
   • Facebook Ad Account ID: Request the Ad Account ID from the client.
2. Access the Facebook Page and Ad Account Settings
   • Facebook Page Access: Go to Facebook Page Settings using the client’s Facebook Page URL.
   • Facebook Ad Account Access: Go to Ad Account Settings using the client’s Ad Account ID.
3. Submit Access Request
   • Request access for both the Facebook Page and the Ad Account by submitting the access request in their respective settings pages.
4. Request Client Confirmation
   • Instruct the client to accept the access requests by navigating to Facebook Business Settings – Requests.
5. Assign Team Members to the Page and Ad Account
   • Once the client confirms access:
     • Revisit the Ad Account Settings.
     • Revisit the Facebook Page Settings.
     • Assign yourself and any necessary team members to both the Facebook Page and the Ad Account.
6. Important Notes:
   • No Alerts for Approval: Facebook does not send alerts when the client confirms access. Therefore, it is essential to check manually.
   • Make sure to verify access regularly if pending.