Written authority for an agency to manage your ad accounts

An agency should work through partner access in your own business portfolio, with a short written note that says which assets it manages and how access ends. That note helps if access is lost or disputed, and it keeps the business owner as the admin who can always remove the agency.

By the Restore Ad Account team · Published 29 October 2026 · Last updated 29 October 2026

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What the note should say

Business name and portfolio ID.
Ad accounts, Pages and pixels the agency manages.
The role given, and who is the admin.
How access ends.

Steps

Keep the ad account in your own portfolio.
Share it with the agency as a partner.
Write the note and keep a signed copy.
Review access each quarter.

If the relationship ends

Remove the partner and check for any personal accounts they added.

Official sources

About business portfolio and business asset permissions (Meta Business Help Center)

Meta changes its help pages, menus and forms often. Follow the wording on your own screen and the current Help Center. Restore Ad Account is an independent service and is not affiliated with Meta.

YOUR QUESTIONS

Frequently asked questions

Does Meta need the note?

No, it is for you. It can help as evidence in a dispute.

Can an agency own my ad account?

It can if it created it. Avoid that setup.

Is this needed for freelancers?

Yes, the same idea applies.

Want help with your ad account?

Send the notice you see and the ad account ID on WhatsApp or email. You hear whether we can help. Never send a password or a login code.

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