meta ads client onboarding process

Facebook provides a number of APIs that make it very simple for ad agencies to onboard customers for Facebook advertising. How does it help?

With the help of this feature, you can set up ad accounts for your customers, control their advertising campaigns, and pay Facebook directly for any advertisements made on their behalf. This feature also provides the option to provide fully managed ad services or streamlined self-serve ad buying experiences, enhancing return and lowering churn. 

However, you would need a few accesses to run the advertising. Please confirm that the following prerequisites are met prior to onboarding:

  1. You need to be the business manager admin for the ad account you’ll be managing.


  • Ask the client to go to the Business Manager settings and add you as an admin by entering your email address.
  • Ask the client to choose any page, click “Publish material,” and then select “Invite.” You can change this later, so don’t stress about choosing the wrong page.
  • Once finished, you will get an email inviting you to your client’s Business Manager account.

Also, note that there should be a payment method added to the Facebook Business Manager account as well.

  1. To advertise on a Facebook page, you must have admin access, and the business manager should have owner access to the page.


  • After logging into Facebook, select the blue arrow in the top-right area of the screen. A dropdown will appear with the option to “manage pages.” 
  • There should be a settings button in the screen’s upper right corner. Click on it to change your Page Roles.
  • You would then leave the Business page and proceed to a dashboard. You can choose “Page Roles” from the menu on the left.
  • Go to “Assign a New Page Role” to add a team member who isn’t already working on your page. A toggle bar will be visible to your right. It’s always set to “Editor” by default. Change the setting to “Admin.” Your new Admin should receive a notification to accept the invitation.
  1. You should also have admin access to the Facebook Ad Account.


  • Log in to your Business Manager account and go to “Business settings.”
  • ask that the client add your email address by clicking “People” under “Users” in the side navigation menu. Make sure “Admin access” is toggled to “ON.”
  • A checkbox will appear next to your page. You might need to look for your page using the search bar up top if it doesn’t show automatically. Click the dropdown again and choose “Page admin.”
  • From the left menu, select “Ad Accounts.” If your Ad Account doesn’t appear automatically, you may need to use the search bar above to find it. If it does, click the checkbox next to it.
  • After selecting “Page admin” from the dropdown menu, click the blue “Invite” button located at the bottom of the pop-up.
  1. Finally, the ad account needs to be connected to this pixel. To access the Facebook Pixel placed on your website, you must have admin rights. 

To learn more about how to give admin access to Facebook Pixel, read Permissions for Facebook Pixels.

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