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Step-by-step guide

How to give agency access to Meta Catalog

Last updated: August 2026

How to give agency access to Meta Catalog: use Meta Business Manager catalog sharing — the catalog is shared as an asset with a role. Open Business Settings → Data sources → Catalogs → Assign partner, add the agency, choose the access level, and confirm. You never share a password and can remove access anytime.

In this guide

Before you start

Have these ready — it's what onboarding stalls on:

Step-by-step

  1. Open Business Settings → Data sources → Catalogs.
  2. Select the catalog.
  3. Click Assign Partner.
  4. Enter the agency's Business Portfolio ID.
  5. Choose the role and confirm.
Where 90% of onboardings fail: Catalog access is separate from ad accounts; missing it breaks dynamic/commerce ads.

Which access level to grant

Grant the minimum the work needs. On Meta Catalog, the levels are:

Access level / roleWhat it can do
StandardManage products and use the catalog in ads.
AdminFull control of the catalog.

How long it takes, and who does what

A couple of minutes to assign the catalog; the agency accepts.

What you (the client) do

Open Business Settings → Data sources → Catalogs → Assign partner and grant the access — a few minutes.

What the agency does

Accept and confirm from their side, then start work.

How to check it worked

Access is granted when:

If it doesn't work

The most common problems and how to fix them:

Dynamic ads not working

The catalog wasn't shared. Assign it as an asset in addition to the ad account.

Products not updating

Check the catalog's own feed/source separately from access.

Why you don't share a password

The catalog is shared as an asset via partner access — no password shared, removable anytime.

The faster way: one link

Everything above is why agencies switch to a single link. HandItSafe requests exactly this Meta Catalog access for you — the client approves through Meta Catalog's official process in about three minutes, no password shared, and keeps a panel to remove it anytime. When the engagement ends, removing access is one tap with a full log.

FAQ

Giving Meta Catalog access — questions

Is catalog access separate from the ad account?

Yes. For shopping and dynamic ads the agency needs the catalog shared too.

What role for an agency on a catalog?

A role that lets them manage products and use the catalog in ads.

Can I remove catalog access?

Yes, from Data sources. HandItSafe shows it in the panel.

Is catalog access separate from ads?

Yes — shopping and dynamic ads need the catalog shared too.

What role does the agency need on a catalog?

A role that lets them manage products and use the catalog in ads.

Keep reading

Related guides

How to remove Meta Catalog accessMeta Catalog access overviewClient onboarding for agencies

Skip the whole thing — send one link.

HandItSafe requests exactly this access in one link. No passwords. Your client keeps a panel to remove it anytime.