If you manage ads for others, make sure that you’re set up the right way.
Let’s discuss…
Partner
You and your client should have your own Business Portfolios (formerly Business Manager). The client should add you as a partner.
That client should then give you access to the following (where applicable):
- Facebook page
- Instagram account
- WhatsApp and Commerce accounts
- All active data sets, including the pixel
- Custom conversions
- Custom audiences that you may need to use
- Ad account (if possible)
Ideally, your client will share their ad account with you so that you’ll get history on campaigns run before. If that’s not possible, create a separate ad account for each client. Meta requires all clients to be managed separately.
Why?
You should only be added as a person if you’re an employee. Do not get added as an admin if you’re consulting for another business. This creates exposure for you, your client, and potentially your other clients that you do not need.
You don’t know what your client has done in the past. They may have violated rules. They may also violate rules with their page while you’re working with them. Getting added as a partner creates a buffer that should protect everyone involved.
Are you set up this way?
