Client setup

Granting Meta access

You keep ownership of everything. We work through partner access on assets that stay in your name — so if we ever part ways, the account, the pixel history and the creative stay with you.

  1. 01

    Confirm you have a Meta Business Portfolio

    Open business.facebook.com. If you manage your page from a personal profile only, create a Business Portfolio first — it takes about two minutes.

  2. 02

    Add EMA as a Partner

    Business settings → Partners → Add partner → enter the EMA Business ID we send you, and grant access to the assets below.

  3. 03

    Grant Ad Account access

    Manage campaigns permission on the ad account you want us to run. Standard access is not enough to launch.

  4. 04

    Grant Facebook Page and Instagram access

    Create content and Advertise permissions so ads can run in your brand's name with comments managed.

  5. 05

    Grant Pixel / Dataset access

    View and edit on your pixel or dataset so we can verify events, conversions API and attribution windows.

  6. 06

    Grant Catalog access (ecommerce only)

    Needed for Advantage+ shopping, dynamic product ads and catalog sales campaigns.

  7. 07

    Confirm billing and spend limits

    A valid payment method on the ad account and a spend limit high enough for the agreed daily budget.

  8. 08

    Share store or CRM access if relevant

    Shopify collaborator access, or CRM/inbox access if we are handling lead follow-up.

Stuck on a step?

Email ernie@workwithema.com and we will walk the permissions with you on a short screen share. Most accounts are fully connected in under 20 minutes.

Back to onboarding →