How to Set Up a Facebook Advertising Account for Consultants

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how to set up facebook ad accounts for consultants How to Set Up a Facebook Advertising Account for Consultants

I receive a variation of the following question more times than I can count (I can’t count that high):

I place ads for two different pages that I manage. I’d like these accounts separated so that the ads and billing information aren’t all bundled together in Ad Manager or Power Editor. I’m assuming I’ve not set something up correctly.

Since I advertise for others as well as myself, this is an issue I had to figure out for my own business. And, of course, Facebook does a poor job of explaining how to do it.

The Problem: Separate Advertising Accounts

Let me break down the question a little bit more.

You advertise for several different clients. But you want to separate the reports between those clients.

There’s also the issue with billing. You don’t want to pay for the ads in each case and need to get reimbursed. You’d prefer to instead charge directly to your client.

Many consultants end up getting a username and password from the client. This isn’t necessary.

The Solution That Isn’t a Solution

Within the past year or so, Facebook rolled out five admin levels that would seem to solve this problem.

facebook page admin roles How to Set Up a Facebook Advertising Account for Consultants

If you’ve tried this, you know that it doesn’t solve the problem explained above.

Sure, you can be added as an advertiser to multiple Pages this way. But you can’t separate these accounts and you’re on the hook for the billing.

The Actual Solution

Have your client go here. It’s the Facebook ads Account Settings page.

If they aren’t directed to the proper place, have them click on the Settings link on the left side while in the Ad Manager.

facebook ads account settings How to Set Up a Facebook Advertising Account for Consultants

Have them scroll down to the Permissions area and click “Add a User.”

facebook ad account settings permissions How to Set Up a Facebook Advertising Account for Consultants

Then they need to enter your name (if you’re a friend) or your email address to add you.

facebook ad account settings permissions add user How to Set Up a Facebook Advertising Account for Consultants

They can add you either as a “General User” or for “Reports Only.”

General Users can see and edit your ads and set up ads using the funding source associated with this ad account.

Reports Only access provided to users who can only see your ad performance.

So, obviously, you want them to add you as a General User.

The Result

First, you will now be able to select from your available accounts when creating ads.

At the top left of your Facebook Ads Manager, you’ll now have a drop-down to select the account you want to use…

facebook ads manager ad accounts How to Set Up a Facebook Advertising Account for Consultants

A similar drop-down exists in Power Editor…

facebook power editor ad accounts How to Set Up a Facebook Advertising Account for Consultants

You should now have no problem keeping your ads and reports separate.

Additionally, since your client added you to the account, ads will now be charged to their billing source.

That’s It!

Easy, right? So stop with the work-arounds and having to foot a bill that your clients may or may not get around to paying.

If you have any questions, let me know!3

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About Jon Loomer

Jon Loomer is a digital marketing consultant with a unique perspective on social media. He was introduced to Facebook in 2007 while with the NBA (back before Pages) and has been using Facebook for business ever since. Stay in touch by liking his Facebook Page (Jon Loomer Digital).

  • Jessica

    Hi Jon, I think this is a very beneficial post. I only just learned about this feature a couple of weeks ago. I am still wondering a couple of things though: 1) In order to set up an ad account, is the only method of doing that still to create an ad initially? and 2) Does the account owner have to remain enlisted on a Page as an advertiser in order for their account and billing to work when you (an existing admin) place ads for a Page? I only ask these questions because I would be using billing info and accounts from staff internal to my organization–people who wouldn’t normally be creating ads. But they are people who would want to measure their own success and billing.

    • http://jonloomer.com/blog Jon Loomer

      Jessica — 1) They shouldn’t need to create any ads. They need to have set up a funding source, which is something they might have done when creating a first ad campaign. But these things can be done separately. 2) They definitely need to be an admin of the Page. I haven’t tested this, but I assume they need to have full admin rights.

  • Wendy McClelland

    Jon Loomer – I LOVE you! I have been struggling with this issue for months. I finally did get my client’s log in info to set up their ads. Now I will do it this way. Cannot thank you enough for this information. I will be sharing the post.

    • http://jonloomer.com/blog Jon Loomer

      Love it, Wendy! Happy to help.

  • http://www.twirp.ca/ Anita Hovey

    Now… how do you convince the client this is the better way to do things? I’ve got one client that doesn’t seem to ever get around to doing this. I also wonder if this affects people who charge a percentage fee to manage ads accounts for clients… i.e. do they have more or less trouble getting their fee? Not sure you can answer, I’m just curious and wondering out loud.

    • Lenny

      What you can do is get them to agree on the ad spend to be managed so they send you your fee before anything get started.

  • http://antoniocalero.com/ Antonio Calero

    Excellent walk around Jon….if only adding people was so easy…(sigh)

    I’ve seen the only way that guarantess 100% adding someone to an account (Admin, Advertiser, other…) is if you are friends with that person. Looking for any other methods provide random results, even if the person has their privacy settings to “be found via e-mail”. I’ve even tried to add someone to an account who had his whole profile open, but Facebook kept telling me I couldn’t add him because of his settings and blah, blah, blah…

    So to me the most challenging part of having new clients is not the managing accounts itself (probably because I don’t have so many clients as you do), but being added as administrator to their profiles.

  • http://www.facebook.com/jensmithsocial Jen Smith

    You are so timely Jon! I’ve been struggling with this issue and was JUST having this conversation with my friend at FB the day you posted this blog. But, she suggest that I go in through the Business Account Creation option, set up a new email address for the client – so example would be client@jensmithsocial.com, enter agency name (me) and client info, and credit card info. The key diff from what you shared is that you have to set up an email address NOT already associated with FB. Any idea on what the differences are for each? I’m trying to include a screenshot but the image won’t upload for some reason. Let me know if you want me to email it to you!

    • http://www.facebook.com/jensmithsocial Jen Smith

      nevermind the email….guess the image post worked :)

      • Jarod Clarke

        Jen. I’m having a similar issue with ads and managing them. I am the social manager for a large corporation and I would prefer not to have my personal profile associated with the ads run and credit card info for the page I manage. I’m curious to how you setup a Business Account. Do you know if making one will solve my issue? Incase someone else needs analytics on an ad and I am not available, I would like them to be able to access the info still. Is there a minimum ad spend required to gain a Business Account? Thank you!

        • http://www.facebook.com/jensmithsocial Jen Smith

          Hey Jarod…sorry, just now seeing this message. i know for large agencies, they use this model. Here is the exact note I received from Facebook…..hope it helps.

          Service Form – Go to Account Management and Business Account Creation:

          https://www.facebook.com/help/contact/?id=583041871730382

          For businesses and ad agencies we create business/gray accounts for advertising purposes.

          Business/ gray accounts are designed for people who only want to use Facebook to administer Pages and their ad campaigns. You can use a business account to view all the Pages and Social Ads you’ve created. You can also see public info about other people on Facebook from a business account, but you can’t interact with those people outside the context of your Page. And, unlike personal accounts, business accounts can’t be found in search, send or receive friend requests or create/develop apps.

    • Lenny

      The difference is that with Jon’s method you are sharing any account while in your case, you are creating an account solely to manage ads and sometimes this an advantage to their ads review process. Don’t hold me to it because Facebook is unpredictable :)

    • Teodora

      Hi, Jen, I kind of have the same problem. My question is: do I have to create a new Business account for each client I manage? And also, since I am using our company credit card to book ads, will it be a problem to have the same CC registered in more than one business account – for the different clients. I will be really grateful if someone can answer me

      • http://jonloomer.com/blog Jon Loomer

        If the client already has an account on Facebook, why set up a new one? All you need them to do is have them add you to their account so that you can see all previous ads run and run your own ads on their dime.

      • http://www.facebook.com/jensmithsocial Jen Smith

        Hi Teodora,

        yes in this use you would have to create a new business account for each client AND set up a new email address. Jon’s suggestion in the post is so much easier if you can have the client agree to pay for the ads and add you to the account. I don’t think having your cc registered to more than one account would be an issue although I have not tested it.

  • Heaven Jelo

    Great post Jon! This is a must
    read for starters and everybody who wants to earn extra money

  • Taylor

    Not so easy…I keep getting “You lack permissions to perform that action.” box on facebook when adding a user’s email. any suggestions would be useful (besides adding the user as a friend).

  • Barry

    My Facebook Create Ads Tool was disabled by Facebook.
    Does this mean that I cannot use Facebook to advertise
    any longer ?

  • manoj

    Hey Jon – came across your article while searching for ways to link my client’s ad accounts to my Power Editor. I thought it could be done by just searching for their ad Account ID and assigning it to ACCOUNT GROUP NAME but that doesn’t seem to work. Am I right that it is not the right way? Many of my clients are strangers and I am a little hesitant to have them add me as a GENERAL USER through my personal Facebook profile and my email id is a personal one set to PRIVATE on search. I cannot figure out how to help manage my client ads without first going through the steps you have mentioned. Is there really no other way?

  • Nicolle Moore

    Hi Jon,
    Thanks so much for posting this! As a Social Media consultant, it’s extremely helpful to charge my clients directly for their ads and not have to add it to their bill at the end of the month (or front the money and hope to get reimbursed!) A client and I followed all the steps, and i’m added as a general user under their advertising account. I can create the ads, set the budget..everything except actually place the order. After I review the order and click ‘place order’ I get an error box that says ‘you are not permitted to perform that function, if you think this is an error please try again’. Any ideas on why that might be happening and how to fix it? Thanks SO much!

    • http://jonloomer.com/blog Jon Loomer

      One guess, Nicolle: Have they added a credit card?

  • Doron Kim

    Hi Jon, thank you for the informative post however- what if the page itself was created by me in my personal account? I clicked on + Create a Page then created new business pages. Each business needs to use its own credit card. thanks!

    • Ryan McInerney

      I believe that if you make them a manager, then problem solved.

      • Hans

        Hi there – thanks for the response on this i am having the same issue – so basically if i make them an admin on the page i can use their billing details – even though the card is not under my name?

  • Kimberly Mason

    OMG, you’ve changed my life. THANK YOU!!! Billing for Facebook ads had become a nightmare. Now I’m nightmare free … and just in time for Halloween.

  • Kenji

    Hi Jon,

    Just a quick question. I’ve also added my clients through the way you describe above. Then again, the only thing troubling me is… they can also see what you are doing, ie, the way you bid, your interest, your ads, etc

    So.. in any case, they can just rip you off in 3 months time. Ie, take all that you’ve created, duplicate it and dump you down the drain. Am i right to say that ?

    Best,
    Kenji

    • Dan ewah

      You shouldn’t add your clients; rather, your clients are to add you, that way it’s their cards that’ll get billed and not yours. And trust me, if you do a nice job for them, they’d be ass to let you go

      • http://jonloomer.com/blog Jon Loomer

        Correct, Dan!

    • http://jonloomer.com/blog Jon Loomer

      Technically, I guess. Or you could look at it as being fully transparent.

  • http://www.searchandperch.com Benji Walklet

    Thanks, man!

    • http://jonloomer.com/blog Jon Loomer

      You’re welcome!

  • yaniv

    HI,

    great article.

    can you please tell me if you think this Method will work with vouchers for facebook ads that limited only for new advertiser account?… (i got it throw wix)… if not , maybe you have some other advice on how can i use it….

    thanks alot.

    link to wix voucher http://www.wix.com/upgrade/facebook-coupon–my-domain

  • http://surewebtraffic.com Francois Painchaud

    Working nicely, but i don’t see my custom audiences when i create an ad for a client. Any idea on how to gain access to custom audiences from whatever account you’re working on? Thanks for all your articles, some really good stuff! Cheers (edit: i also can’t access my client’s power editor & can’t see how). Any feedback would be greatly appreciated.

    • http://jonloomer.com/blog Jon Loomer

      Once your client adds you, there is a drop-down at the top left within Power Editor to access their account. You will only be able to access the custom audiences that were created with that account, so you may need to recreate them.

      • http://surewebtraffic.com Francois Painchaud

        Thanks for your reply Jon. I cleared my cache and i now see my customer accounts on that drop-down. Thanks again!

  • Nick Parry

    Hi Jon, great article, I wonder if you can help?

    Using this process we set up an account which is used to give us access and manage several different client accounts. Whilst in the process of setting up ads for one of these client accounts, Facebook issued me with a security warning and locked our account. We changed the password as prompted but upon returning to Ads manager we got a message saying our account has been flagged due to unusual activity, and we have been locked out of the account. Furthermore, some of the client accounts it manages have also been flagged and others have been disabled completely. We can’t think of any reasons why this may be.

    Have you come across this before with managing many different ad accounts, do you know of a process by which to resolve it?

    Thanks in advance,
    Nick

    • http://entrepreneurshipsensei.wordpress.com Sorin Amzu

      Had the same experience. Nick, are you using the same card for all these accounts?

  • Minna Palaquibay

    Thank you Jon, for this informative article. I am managing my husband’s Facebook marketing…and could not find his account in my ads manager. This article helped to remedy that. Awesome!! Thank you again!! :D

    • http://jonloomer.com/blog Jon Loomer

      Woo hoo!

  • kareldj

    Hi there,

    I have a similar question but about the accounts and currencies. I have an Ad Account in USD and I want to have it in EUR. I tried to close my Ad account or change the currency, but no luck.. Is there a way to do it at the moment?

    • http://dan.cx/ Daniel Lo Nigro

      I’m a bit late, but I believe you can change the currency of an ad account now :)

  • http://www.atlantamarketingminds.com Dexter Fulton

    Hi Jon, excellent article… exactly what I was looking for, but I need one more question answered.

    My client has two pages he created, and one fan-page I created in my account. When I give him admin rights to the fan-page I created for him, will I be able to bill him for all 3 fan-pages directly to his account?

    Or does the fan-page need to originate in his account to be considered a part of his Account Group?

  • Charles Curry

    Hey John, I have been using this method for months but I have a few problems.

    1. My clients often don’t have a Facebook account so when I have them create a new one, build a page, add a credit card, and then add me, it’s too much too quick and Facebook often flags their accounts.
    2. I am maxed out because I can only add 200 accounts to manage, also I can’t remove myself from someones account I don’t want to work with anymore.
    3. I have multiple ads managers logging into my account to work on clients campaigns and Facebook also thinks that’s suspicious.

    Do you know of any systems to run hundreds of customers ads, have numerous managers logging in, working on tens of thousands of dollars of ad spend every month? Because right now we are sort of having a meltdown using this system.

    • Rychellon

      I’m facing the same problem here..

      • Charles Curry

        I finally figured out how to do it, I actually called Facebook and asked to setup a “Gray” account. A gray account has no news feed or social profile, it’s strictly for running ads. The problem is that they want each of your clients to spend $1,500 a month. They want that because they assign you an account manager and they don’t want to spend time with you unless you’re spending a lot. I told them I really didn’t need help, I explained why I needed the account and the only reason was for the ability to add and remove accounts etc. it took some persistence and I had to beg and plead a bit but I finally got it and it can do everything I need. One more thing, you want to put new clients accounts into account groups, you can send them an invite to join, you can delete them if you want to, and you can add and remove different users from the account group as well.

        Here’s the contact info of the guy who got my gray account setup.
        Shane Galaviz |Client Partner
        Sgalaviz@Sales.Fb.com
        800-889-4252 Ext 24093

  • http://www.stephaniesammons.com/ Stephanie Sammons

    Perfect just what I needed to know! Thanks Jon!

  • Michael Washington

    Is there a way to separate the various pages into different billing under the same account? Or must a brand new profile be developed?

  • alexroy

    Great post that discribes this issue perfect. Now I need to try how it works for my site http://www.europe-pharm.com/de/

  • Dude

    Hi Jon, if i’m set up as a general user for advertising on some one else’s fb account and that account gets banned….does it in any way affect my own personal fb account and my own ads manager? I want to know if the banning of another advertiisers account has any effect on my own advertising acct or personal profile. Please let me know. Thanks.

  • Ashley

    Jon – thank you for posting this article. I work for an agency and we prefer that the client pay for their ads, this was a great solution so we could avoid overlapping credit cards. Now that I have this in place I am having all current and future clients add me as a General User to their account. I do have one client that I created the ad account for under my personal account. Any ideas on how I can give them Admin rights to the account and remove myself as an Admin and have them grant me General User access? Thank you!

  • http://www.jonrognerud.com/ Jon Rognerud

    Hey my man Jon – this is so timely. Perfect – just a big hello and thanks here…

  • Josan

    Facebook is horrible at explaining easy things. Thank God we have you.

  • http://www.vmrcommunications.com/ Hugh Macken

    Jon – This is a super helpful post. Thank you. One question: Does the client get to set the budget in their Facebook account or can the budget be modified by the consultant if the consultant is given “General User” status?

  • Diana Bernecker

    Thank you so much!! Facebook should share your video & post with every ads manager.

  • Sean Hendlin

    Do you have any idea how to change the account dropdown in power editor to show sames for the accounts instead of numbers. It’s such a hassle trying to figure out which account is which when all it shows are numbers.

  • Greg Allbright

    Thank you for the post. You could be charging us buckets of money for time saved this article produced. Appreciate it.

  • Ashish Mahajan

    This was of great help. Thanks a lot. Unfortunate that Facebook does not have a any resources related to ads manager set up. Specially with the new updates, it is very complicated for the client to get to this page.

  • casoetan

    Hello Jon, is it possible I mail you directly? I have a unique proposition and would love to know the feasibility of getting this to work.

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