Managing team members and agencies in Facebook Business Manager (now Meta Business Manager) requires a structured approach to permissions, asset sharing, and security. This platform centralizes control over Facebook and Instagram marketing assets, allowing businesses to collaborate with internal teams and external partners while maintaining strict access controls. The process involves adding team members with role-specific permissions, integrating agency partners through shared assets, and regularly auditing access to prevent security risks.

Key findings from the sources include:

• Meta Business Manager replaces personal profiles for business operations, enabling granular permission settings for pages, ad accounts, and other assets ^[2][5]
• Team members are added via email invitations with assigned roles (e.g., Admin, Editor, Analyst) that determine their access level ^[3][6]
• Agencies are integrated as "Partners" using their Business Manager ID, with shared access to specific assets like ad accounts or Pages ^[4][8]
• Security measures like two-factor authentication and regular access audits are critical for protecting business assets ^[2][5]

Managing Teams and Agencies in Meta Business Manager

Adding and Configuring Team Members

Meta Business Manager allows businesses to add team members with specific roles that control their access to assets like Pages, ad accounts, and Pixels. This system replaces the need to share personal login credentials, improving both security and accountability. The process begins in the Business Settings section, where admins can invite individuals via email and assign them to relevant assets with appropriate permission levels.

To add a team member:

• Navigate to Business Settings > People in Meta Business Suite (which has replaced Business Manager for some functions) ^[3]
• Click + Invite People and enter the team member's work email address (personal emails are discouraged for security) ^[7]
• Select the appropriate role from options like:
• Business Admin: Full control over all business assets and settings ^[6]
• Employee Access: Limited to assigned assets with either full or partial control ^[5]
• Finance Editor/Analyst: Manages billing and payment methods without content access ^[6]
• Assign specific assets (e.g., a Facebook Page or ad account) and set permission levels (e.g., "Manage Page" or "View Only") ^[3]

Critical considerations for team management:

• Two-factor authentication (2FA) must be enabled for all users with administrative privileges to prevent unauthorized access ^[2][3]
• Roles should follow the principle of least privilege—granting only the access necessary for each team member's responsibilities ^[6]
• Regular access audits (quarterly recommended) help identify and remove inactive or unnecessary permissions ^[7]
• Team members can be organized into project groups for easier permission management when working on specific campaigns ^[5]

The platform also supports custom roles for enterprises with complex needs, though this requires advanced setup through Meta's support channels ^[2]. For agencies managing multiple client accounts, the "Partner" system (detailed in the next section) is more appropriate than adding individuals as team members.

Integrating and Managing Agency Partners

Agencies require a different integration approach than internal team members, using Meta Business Manager's Partner system to share access to client assets without transferring ownership. This method ensures agencies can manage campaigns while clients retain full control over their Pages, ad accounts, and Pixels. The process begins by exchanging Business Manager IDs between the client and agency, followed by precise asset sharing with defined permissions.

Steps to add an agency partner:

1. Obtain the agency's Business Manager ID (a 15-digit number found in their Business Settings) ^[4][8]
2. In your Business Manager, navigate to Business Settings > Partners ^[10]
3. Click + Add and enter the agency's Business Manager ID ^[4]
4. Select the assets to share (e.g., ad accounts, Pages, Pixels) and assign permissions: - Ad Accounts: Agencies typically need "Advertiser" or "Analyst" access for campaign management ^[6] - Pages: "Page Admin" or "Editor" roles allow content creation and messaging ^[8] - Pixels: "Manage Pixel" permission enables tracking and optimization ^[5]
5. The agency must accept the request in their own Business Manager before access is granted ^[10]

Best practices for agency collaboration:

• Use asset groups to bundle related assets (e.g., a Page + its ad account + Pixel) for simpler permission management ^[7]
• Document shared assets in a spreadsheet to track which agency has access to which client resources ^[8]
• Set permission expiration dates for time-bound projects to automatically revoke access ^[6]
• Require agencies to use their own Business Manager rather than personal accounts to maintain professional separation ^[4]

Common agency-specific roles and their typical permissions:

• Media Buyer: Needs full ad account access but no Page management ^[6]
• Content Creator: Requires Page posting permissions but limited ad account access ^[5]
• Analytics Specialist: View-only access to ad accounts and Pixels for reporting ^[8]

Agencies should also set up custom reports in Ads Manager to provide clients with transparent performance data without granting full account access ^[4]. The partnership system allows for tiered access, where an agency might have full control over ad creation but only view-only access to billing information ^[10].

For businesses working with multiple agencies, Meta recommends creating a hierarchical structure where a primary agency coordinates with subcontractors, with permissions flowing downward ^[2]. This prevents permission sprawl while maintaining accountability.