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A teammate’s role controls what they can do. Their account grants control where they can do it. Review both when inviting or changing access.

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Roles

A role does not bypass Meta permissions, credit requirements, or feature availability. Billing remains controlled by the workspace owner.

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Invite and verify

  1. As the owner, open Settings → Team.
  2. Open the invitation form and enter the teammate’s email. Choose Media Buyer or Client Viewer and an optional Display Name.
  3. Under Account Access, choose All accounts only when that is intended. Otherwise select the specific accounts the teammate needs.
  4. Review the role explanation, then choose Send Invite.
  5. Ask the teammate to accept using the intended verified email identity. Check the invitation status in your team list.
  6. Have them confirm the expected accounts in their selector and open a permitted report. For a viewer, management controls should remain unavailable.

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Update or remove access

Review the existing role and account selection before editing a member. Confirm the saved state after the change. Use the supplied resend action for an expired invitation, rather than inviting several identities to solve the same problem. When a teammate leaves or a client’s access should end, use the member-access controls and verify the resulting state. Removing a workspace grant is separate from changes to their Facebook business membership.

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If an account is missing

Check the invited identity, accepted status, account grant, and connected-account visibility. A client workspace selection organizes work but does not grant team access. Website grants are also distinct from ad-account grants. If a seat or feature limit blocks the invitation, review the current capacity in Billing.