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Client access guide

How to Give Access to Your Meta Pixel (Dataset) and Ad Account

Your Meta Pixel (now called a dataset) and your ad account live inside your Meta Business portfolio, which used to be called Business Manager. You can give me access to just those two assets, without sharing your login and without handing over your Pages or billing. It takes a few minutes and you can remove me at any time.

Meta Business portfolio About 5 minutes Dataset: Full control ("Manage events dataset") + Ad account: Partial access ("Manage campaigns" and "View performance")
Invite this emailanalyticsbychamok@gmail.com

Before you start

  • Full control of your Meta Business portfolio (only people with full control can invite others or add partners)
  • Your Meta Pixel / dataset and ad account already inside that Business portfolio
  • A computer browser (the settings are easiest on desktop at business.facebook.com/settings)

Why I need this access

  • 01 Check that your Pixel is firing the right events (PageView, Lead, Purchase, etc.) in Events Manager and fix what is missing or duplicated
  • 02 Set up the Conversions API, which sends your conversions from your server or CRM to Meta so fewer sales are lost to ad blockers and iPhone privacy settings
  • 03 Improve your Event Match Quality and deduplicate browser and server events so Meta does not double-count
  • 04 Set up or check conversion events and custom conversions in your ad account so your campaigns optimise for real results
  • 05 Review ad performance against your actual leads and sales, if you hire me for ads work

Which role to choose

Dataset: Full control ("Manage events dataset") + Ad account: Partial access ("Manage campaigns" and "View performance"). To set up the Conversions API I need to change the dataset's settings and generate an access token in Events Manager, and in practice that needs full control of the dataset. Partial access ("Use events dataset") only lets me view data and use it in ads, which is not enough for setup. For the ad account, partial access lets me set up conversion tracking and build or adjust campaigns without touching your billing, payment methods or who has access. If you only want tracking work and no campaign changes, choose "View performance" on the ad account instead.

Not enoughBusiness portfolio: Full controlManage everything in the portfolio, including people, partners, settings and all assets
What I needBusiness portfolio: Partial accessWork only on the assets and tasks you assign
Also worksDataset: Partial access (Use events dataset)View the dataset's data and reports and use it in ads
What I needDataset: Full control (Manage events dataset)Change dataset settings, manage events and integrations such as the Conversions API, create audiences, manage access
Also worksAd account: View performanceSee campaigns and results only
What I needAd account: Manage campaigns (+ View performance)Create, edit and run ads and see results, without access to billing or account settings
Not enoughAd account: Full control (Manage ad account)Everything, including account settings, payment methods and permissions

Step by step

analyticsbychamok@gmail.com (to invite me as a person). For the partner method you will need my Business portfolio ID instead: I will send you my Business portfolio ID on WhatsApp.

  1. 1

    Open Business settings

    business.facebook.com/settings

    Log in and open Business settings (also reachable from Meta Business Suite via "Settings"). If you have more than one Business portfolio, make sure the one that owns your Pixel and ad account is selected at the top left.

  2. 2

    Go to People

    UsersPeople

    In the left menu, under "Users", click "People", then click "Invite people".

  3. 3

    Enter my email

    Invite people

    Type analyticsbychamok@gmail.com. For business portfolio access choose "Partial access" (not "Full control"), and do not add any finance permissions. Click "Next".

  4. 4

    Assign the dataset (Pixel)

    Datasets

    In the asset list, choose "Datasets" (your Pixel appears here), tick your dataset, and switch on "Full control" / "Manage events dataset" for it.

  5. 5

    Assign the ad account

    Ad accounts

    Choose "Ad accounts", tick the ad account I will work on, and under partial access tick "Manage campaigns" and "View performance". Leave "Manage ad account" (full control) off.

  6. 6

    Send the invite

    Invite

    Review and click "Invite" (or "Send request"). I accept from my own Facebook account. Until I accept, the invite shows as pending under "People".

After you send the invite

  • I will accept the invite (or the partner share) and confirm on WhatsApp or email once I can see your dataset in Events Manager and your ad account in Ads Manager.
  • If something is missing I will tell you exactly which asset or permission to add, so you never have to give more than needed.
  • To remove me later: Business settings → Users → People → select my name → remove me from the business portfolio (or remove access to a single asset). For the partner method: Business settings → Users → Partners → select my business → remove it.
FAQ

Meta Business portfolio access: common questions

Where is my Pixel? I only see "Datasets".

Meta renamed Pixels to datasets. A dataset holds your Pixel events and your Conversions API events together, so share the dataset that has your Pixel ID.

Why do you need full control of the dataset?

Setting up the Conversions API means changing dataset settings and generating an access token in Events Manager. Partial access only lets me view data and use it in ads. If you prefer, you can generate the token yourself and share it privately, and then partial access is enough.

Can I give access through my Facebook Page instead?

No. Page access does not include your Pixel or ad account. Those have to be shared from Business settings as shown above.

Which method should I choose, person or partner?

Either works. Inviting me by email is quicker. The partner method shares assets with my Business portfolio, which keeps your list of people clean and is easy to remove in one click.

More guides

Other access guides

Google Tag Manager Publish (on each container) + User (account)About 2 minutesGoogle Analytics 4 Editor (property level)About 2 minutesGoogle Ads StandardAbout 2 minutesGoogle Search Console FullAbout 2 minutesGoogle Merchant Center Standard + Performance and insightsAbout 2 minutesTikTok Business Center Business Center: Standard member + Pixel: editing permission + Ad account: OperatorAbout 5 minutesShopify Collaborator account with: Themes + Edit code, Apps, Manage settings, View customer events + Manage and add custom pixels, MarketingAbout 5 minutesWordPress & WooCommerce AdministratorAbout 3 minutesWix Admin (Co-Owner)About 3 minutesMicrosoft Clarity Team memberAbout 1 minuteStape Shared access to your containers (billing left unticked)About 2 minutesCloudflare & DNS Preferred: no access (you add the record). If inviting: Domain DNS, scoped to your domain onlyAbout 5 minutesGoHighLevel Admin role (sub-account), or User with Funnels, Automation and Integrations switched onAbout 3 minutes

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