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Grant Access to Your Marketing Partner
Simple steps to connect your Facebook & Instagram accounts
Why this matters: Granting access allows your marketing partner to manage your campaigns, analyze performance, and optimize your results — all while you maintain full ownership and control of your accounts.
1
Access Your Business Settings
Log into Facebook and navigate to your business account.
How to get there: Click the menu icon (☰) in the top right → Select "Business Settings" from the dropdown menu.
2
Navigate to Pages or Instagram Accounts
Choose which asset you want to share access to.
In Business Settings: Look for the left sidebar → Click "Accounts" → Select either "Pages" or "Instagram accounts" depending on what you're sharing.
3
Select Your Page or Account
Click on the specific Page or Instagram account you want to provide access to.
You'll see a list of all pages and Instagram accounts connected to your business. Choose the one(s) your partner will be managing.
4
Add a Partner
Grant access to your marketing partner's Business Portfolio.
Click "Add Partners" → Enter the Business Portfolio ID provided by your partner → Click "Next"
Required Permissions
Select these permissions when prompted to grant access:
Facebook Manage Page — Create and manage content and ads
Facebook Page Insights — View analytics and performance data
Facebook Manage Ads — Create and optimize advertising campaigns
Instagram Manage Account — Post content and manage profile
Instagram View Insights — Access performance metrics and analytics
5
Confirm Access
Review your selections and confirm to grant access.
Double-check the permissions selected, then click "Confirm" or "Save Changes". Your partner will now be able to access your accounts with the permissions you've granted.
✓ You're all set! Your marketing partner can now access your accounts to manage campaigns and provide insights. You can revoke or modify access at any time through Business Settings.
Need help? If you encounter any issues during this process, don't hesitate to reach out.
