How to create an agency advertiser account for Twitter, Facebook and Linkedin

Giving another person or an advertising agency access to your Twitter, Facebook or LinkedIn accounts is more complex than it should be. Here are the simple steps for adding agencies or consultants to your accounts

 

Twitter ad account  access

While logged in, the account owner or admin needs to go to ads.twitter.com

In the top right, select the dropdown under your account name

  • If you have access to multiple twitter ad accounts, you can switch to the ad account you want by selecting “Switch accounts”

Click “Edit access to account”

twitter edit access to accounts

 

Add @firstconversion as Account Administrator

Please make sure to check the “Can compose promotable tweets” box that appears

twitter ad administartor with tweet access

 

Facebook ad account access

For Facebook, the agency will need access to two different things

  • The facebook page
  • The facebook ad account

 

For the Facebook page access:

The agency should request access from their Facebook Business Manager umbrella account. The page owner can log in and OK the access.

 

For the Facebook ad account:

  1. The agency will need to ask the account owner to go to the Ad Account tab in their Business Manager and click Assign Partner
  2. To give the agency access, the account owner will need to enter the agency number and choose a role
    • For example, my agency number is 300445967025103
  3. Give the agency the following access
    • Ad account admin
    • Ad account advertiser
    • Ad account analyst

 

Linkedin ad account access

Account Managers can manage permissions for other users assigned to an advertising account in the Campaign Manager tool. You need to give two types of access – access to see the account and access to create promoted posts

To access user permissions for an advertising account:

  1. Sign in to Campaign Manager.
  2. Locate and click into the account where you want to add, edit or remove a user.
  3. In the navigation bar near the top of the account page, click the Settings icon next to the account name and select Manage access from the dropdown.
  4. Click Add user to account in the upper right corner of the Manage access pop-up window.
  5. Enter the name of the user and select the correct name from the dropdown list.
  6. Select a role from the dropdown list. Learn more about roles and functions for account users.
  7. Click Add user to account
You also need to grant permission to allow me to create posts to promote. To grant access, please follow these steps:
1. Go to the Company Page / Showcase Page.
2. Click the blue Edit button in the upper right.
3. Scroll down to the Direct Sponsored Content Creators section and add my name to the list.
4. Click Publish in the upper right.

Note: You can only add people who are 3rd-degree connections or less. So the consultant or person from the agency should like your business page to show up on the list so you can give them access

If they want to do normal Linkedin posts you have to add them as an Admin as well

Adding or Removing Admins on Your Company Page
Company Page admins can edit the Company Page and post company updates at any time. Keep in mind that you must be a Company Page administrator in order to add or remove other admins.

To add an admin to your Company Page:

  1. Click the Me icon at the top of your LinkedIn homepage.
  2. Below Manage, select your Company Page.
  3. Click on Admin Tools at the top of the page and click Manage Admins.
  4. Click on the type of admin you want to add at the top of the page (Designated Admin, Recruiting Poster, or Direct Sponsored Content Poster). Learn more about the roles of each Company Page admin.
  5. Start typing the person’s name you want to add in the text box.
  6. Click Save.