LET'S GET YOUR META ADS READY.

Tick each item that applies. Your progress is saved in this browser only.

• I can log in to my own Facebook account.
• I have the necessary administrative access to my business portfolio.
• My Facebook Page is available.
• My Instagram professional account is available, if applicable.
• My Ad Account is available, or I need help creating one.

SCREENSHOTS — OPEN META BUSINESS SUITE

Our Business Manager ID

You'll need this in the next steps to give us partner access.

Connect your Page, Instagram, Ad Account and tracking assets securely through Meta’s Partner access — no passwords, ever. Pick the method that suits you and follow the guide below.

⭐ Method 1 — Client Gives Access

1

Get Your Agency Business Manager ID

First, you need your own Business ID to share with the client.

• Open Meta Business Settings → business.facebook.com/settings
• Go to Business Info in the left menu
• Copy your Business ID (it’s a 10–15 digit number)

2

Send Your Business ID to the Client

Share your Business ID and ask your client to follow these steps in their account:

• Open Meta Business Settings
• Navigate to Users → Partners
• Click Add button
• Select “Give a Partner Access to Your Assets”
• Enter your Agency Business ID
• Assign the required assets:

📣 Ad Account📘 Facebook Page📸 Instagram Account⚡ Pixel

• Grant required permissions, then click Save

3

Accept Access & Start Managing

Once the client saves the access, you’ll be ready to go.

• Open your Business Manager
• Check your assigned assets in Business Settings → Accounts
• Start creating and managing campaigns for the client 🚀

Method 2 — Agency Requests Access

1

Open Your Business Settings

Log into your agency’s Meta Business Manager account.

• Go to business.facebook.com/settings

2

Navigate to Partners & Send Request

From here, you’ll send an access request directly to the client.

• Go to Users → Partners in the left menu
• Click Add
• Select “Ask a Partner to Share Their Assets”
• Enter the Client’s Business Manager ID
• Request the assets you need:

📣 Ad Account Access📘 Page Access📸 Instagram Access

3

Client Approves the Request

The client will receive a notification and approve from their side.

• Client opens their Business Settings → Partners
• They’ll see your pending request — they click Approve
• You gain immediate access to start running ads

📣 Ad Account Access

Share your Ad Account with us using the recording below.

🆕 How to Create an Ad Account

Don’t have an Ad Account yet? Create one in a few minutes from Meta Business Settings.

1. Open Meta Business Settings and select your business.
2. In the left menu go to Accounts → Ad accounts.
3. Click Add → Create a new ad account.
4. Enter an Ad account name, choose your Time zone and Currency. These cannot be changed later, so choose carefully.
5. Click Next, then select My business as the account owner and click Create ad account.
6. Add yourself with Full control, then open Partners → Add and enter our Business ID to share the account with us.

🗂️ How to Create a Business Assets Group

A Business Assets Group keeps your Page, Instagram, Ad Account and Pixel together, so you can give us access to everything in one go.

1. Open Meta Business Settings.
2. Go to Accounts → Business asset groups (or search “Business asset groups” in Settings).
3. Click Create business asset group and give it a name, e.g. “Main Business Assets”.
4. Choose the asset types to include: Facebook Page, Instagram account, Ad account, Pixel / Dataset, Catalog, WhatsApp.
5. Select the specific assets for each type and click Next.
6. Click Add people or partners, choose Partners, enter our Business ID and give the permissions you want us to have (e.g. Manage campaigns, View performance).
7. Click Save. Everything in the group is now shared with us.

How to find your Ad Account ID

1. Open Meta Ads Manager.
2. Use the account menu at the top to select your account.
3. The Ad Account ID appears next to the account name (usually 10–15 digits).

⚡ Additional Tracking Assets Optional

These help us measure results accurately. Share what you have; skip what you don’t.

1. Open Meta Ads Manager. Log in with your Facebook account and open Meta Ads Manager.
2. Select the correct Ad Account. If you have more than one, choose the account we will run your campaign from.
3. Open Billing & payments. Find the Billing & payments (or Payment settings) section. The name and location can differ slightly by interface version.
4. Click Add payment method. Choose a payment option that is eligible for your account. Available options in India vary by account and billing setup.
5. Enter your payment details. Add your card or selected method yourself. For cards, enter the number, expiry date and CVV, and complete any required verification.
6. Save and verify. Click Save / Confirm and complete any OTP or bank approval if asked. Check that the method shows as added to your account.
7. Check your billing details. Confirm billing country, currency, business information and tax details. Choose the correct business country and currency, and enter your GSTIN if applicable.

Important points before running ads

• Use your own payment method. Ad spend is paid by you directly to Meta.
• Ad budget is separate. Meta’s advertising spend and our agency service fee are kept separate.
• Avoid payment failures. Ask your bank to allow online transactions and any recurring / automatic payments.
• Adding a method is not approval. We still check account restrictions, billing status and ad review before publishing a campaign.

Prefer not to assign assets yourself? We’ll send the request — you just approve it, so we can work together.

1. Open Meta Business Settings.
2. In the left menu, click Requests.
3. Open the Needs review tab and select the request from ABHI ADS AGENCY.
4. Review the assets and permissions, then click Approve / Accept.

SCREENSHOT — SETTINGS → REQUESTS → NEEDS REVIEW

Final check