Platform Permissions 101

Here’s a handy 101 on how to add users on Facebook, LinkedIN, Google Ads & YouTube. A very particular set of skills which should be part of any Digital Marketers repertoire.

Meta Ads (Facebook & Insta)

Finding your business ID

For Meta (Facebook & Insta), you’ll need your business ID. This corresponds with and can be found in your Business Manager and can be used to share information or permission.

To find your business ID first go to Settings in the bottom left-hand corner or click on the cog. Then look for Business Settings, click Business info

and just under Business Information you should find your business manager ID.

How Do I Add A Partner To Manage My Facebook Assets?

There often comes a time when you need to add a partner such as an agency to manage your Facebook account. Below we’ll take you through the steps to do this easily.

First off go to Facebook Business Settings > Partners > Add > Give a partner access to your assets

Then voila! you can enter the Business Manager ID you have been given by your agency or partner.

You’ll need to select each asset type on the left column, choose the asset to give access to in the middle column and then toggle everything on the right-hand side (do this for each asset type):

How Do I Add Users To Facebook Business Manager?

When adding people to your Business Manager, Facebook uses a 2-layer permission system. This basically means you firstly add the employee, then allocate the permissions, or access to assets you’d like them to have.

When you add them, you’ll be presented with two options. Employee Access allows access to assigned accounts and tools. Admin gives full control of the account. This includes editing settings, accounts, tools and people.

Under advanced options you’ll find two further account types. Finance Analyst, they can view transactions, payment methods, account spend and invoices. A Finance Editor can edit all this information.

Once you’ve added your appropriates to your Business Manager, you can grant them permissions. These could be for ad accounts, catalogues or pixels and will be accessed at the level you assigned, either employee or admin.

It is possible to grant admin access to an employee, by selecting the task and toggling to admin access. This can be granted individually to tasks or users.

Google Ads

Finding Your Customer ID

Google uses a customer ID. This helps you connect your account with other partners and Google services such as Google Analytics.

To find your customer ID, sign in to your Google Ads account and through this help icon in the top right, you’ll find Customer ID at the bottom of the list. Alternatively, you can also grab the number from the top right-hand corner from the Google Ads dashboard.

To add a user, click through My Account > Access > Invite Other Users > under Invite Other to Access this Account you can add the person’s email address. From here you can choose their level of access and continue to send the invitation. You’ll be offered the opportunity to personalise the invitation, although it isn’t necessary to do so. Finally, review the information and continue with Send Invitation.

Once the recipient has accepted the invitation (which must be within a 24-hour window), you’ll get an alert on your Account Snapshot. Click through access > I Agree to the Above, Grant Access. Your user now has access to your Google Ads.

YouTube

How to add users/channel managers

Firstly, head over to studio.youtube.com where you’ll find Settings on the bottom left-hand side.

Click Permissions, then Invite. Here you can add the email addresses of those tasked with maintaining the channel. Click Access and you’ll be presented with options for the level of access they’re permitted.

Manager – Gives full access allowing for them add or remove other users. Upload, publish, edit, or remove videos. The only restriction is deleting the channel, this is saved for you.

Editor/Editor(limited) – This option allows for the upload and edit of videos. Editors can also delete draft videos. Editors cannot add or remove people, delete videos or the channel or enter into contracts. The limited option restricts access to the revenue section.

Viewer/Viewer(limited) – A viewer can view and edit the channel details. Limited, again apples restrictions to the revenue section.

To remove access, follow the same first three steps and click the person you’d like to remove. Shazam, privileges denied.

LinkedIn

For LinkedIn, Account Managers can manage permissions and additions for users of an advertising account through the Campaign Manager tool. Here they can add or remove users and set their level of access.

To manage permissions: sign into the Campaign Manager tool, select the correct account name then click the account name in the top right corner. Select Manage Access in the dropdown box, this will open a pop-up window from which you can add, remove or change permissions.

To add a user: in the Manage Access window, click through edit > Add user to account + > From here you can add their name or LinkedIn profile URL. Then select a role from the dropdown list, which assigns their level of access and hit Save changes.

You will only be able to add users who have a third-degree connection or less. You can read about degrees of connection here.

To change user permissions: again in the Manage Access pop-up window, find the user in the User Permissions pop-up window. Click the drop down menu to the right of their name, select the appropriate level and click Save changes.

To remove users: click through Edit > Manage access > locate the user, click Remove the hit Save changes.

Note: to remove Campaign Managers, Creative Managers or Viewers you must be an Account Manager. To remove another Account Manager, you must also be assigned to Billing Admin.