How to Request for FBM Access to Client's Accounts

Introduction

 

Access to a client’s Facebook Business Manager account is needed for the following scenario: 

1. In a CDP Implementation project, where a Facebook Ads destination needs to be configured 
2. In a dashboarding project, where we need to report campaign data from Facebook Ads or Instagram Ads

Meiro has a dedicated Facebook Business Manager (FBM) account for managing all access to our clients’ FBM accounts. 

 

Requirements

1. You should have access to the “Meiro CDP clients” FBM as a Business Admin
2. PM should ask for the following details from the client’s side:

• Facebook Business ID (for the FBM account that will be used for 
• Email of the person who approves the access from the client’s side
• Name of the person who approves the access from the client’s side

 

Process

Step 1: Login under your FB account (make sure you got the access to Meiro CDP Clients account). Go to https://business.facebook.com/

Step 2: Click to “More Tools” -> “Business Settings”

<screenshot> 

As a result you should be able to see the settings of “Meiro CDP clients” Ad account.

Step 3: Click to “Partners” -> “Add” -> “Ask partner to share their assets”

<screenshot> 

Step 4: Fill in the Client's Details: 

• Contact Name and Contact Email of the person who approves the access from the client’s side.
• Facebook Business ID of the client

<screenshot> 

Step 5: Define the Asset types you request from the partner. You need the permission to “Manage campaigns” to be able to create and edit Ads.

<screenshot> 

Step 6: After reviewing the request you can send it and wait for approval.

<screenshot>