HOW TO GRANT US ACCESS TO YOUR ADS ACCOUNT, DATASET & CATALOGUE

Note: Please ensure we have access to all 3 areas listed below. Thank you!

How to grant us access to your ad account:

  1. Go to Business settings.

  2. Below Users, click Partners. Our business ID for The Social Collective is 695355657985693.

  3. Select the type of access you want to assign - FULL CONTROL

  4. Click Next.

  5. Select the asset you want to assign - please include:

    1. Facebook Page

    2. Instagram Page

    3. Ads Account - Don’t have one, click here and we’ll teach you how to create one.

  6. Choose the type of access - FULL CONTROL

  7. Click Invite.

  8. Review the invitation and click Send request. We will receive an invitation to join your business portfolio via email.

How to add people to a dataset:

To add people to a dataset:

  1. Go to Business settings. Select your business portfolio.

  2. Click Data sources.

  3. Select Datasets.

  4. Select the dataset that you'd like to share.

  5. Click Add people.

  6. Select the people you want to share your dataset with.

  7. Toggle the level of access you want to assign.

  8. Click Assign.

Assign a partner business to work on your catalog:

If you work with another business, such as a marketing agency, we recommend that your business owns the catalog and assigns the other business as a partner. Partners need their own business portfolio. They can access your catalog but your business still owns it. This is helpful in case you ever need to change partners later.

To assign a partner to your catalog:

  1. Go to your Business settings and select your business.

  2. Select Data sources.

  3. Select Catalogs and select the name of your catalog.

  4. Select Assign partner.

  5. Select how you want to invite your partner business. Select Business ID if you know their business ID (here's how they can find their business ID). Or, select Get link to shareto generate a link to send them.

  6. Assign either Partial access or Full control permissions to your partner business.

  7. If you chose to invite your partner by business ID, enter their ID, select Next and then Close. If you chose to share a link, copy the generated link and send it to them. You can use each link only once and it expires in 30 days.

You've assigned a partner business and granted them access to work on your catalog.