Step-by-step guide
Last updated: August 2026
Have these ready — it's what onboarding stalls on:
Grant the minimum the work needs. On Meta Pixel, the levels are:
| Access level / role | What it can do |
|---|---|
| Analyst | View and use Pixel events for reporting and optimization. |
| Admin | Manage the Pixel setup, events and settings. |
A couple of minutes to assign the Pixel as an asset; the agency accepts.
Open Business Settings → Data sources → Pixels → Assign partner and grant the access — a few minutes.
Accept and confirm from their side, then start work.
Access is granted when:
The most common problems and how to fix them:
The Pixel wasn't shared. Ad-account access doesn't include the Pixel — assign it separately.
Analyst is enough to optimize; Admin only if they manage Pixel setup.
The Pixel is shared as a data-source asset via partner access — no password shared, removable anytime.
Everything above is why agencies switch to a single link. HandItSafe requests exactly this Meta Pixel access for you — the client approves through Meta Pixel'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
Often yes — ad-account access doesn't automatically include the Pixel. Partner access can bundle both.
Analyst to view and use events; Admin to manage the Pixel setup.
Yes, from Data sources. HandItSafe surfaces it in the client panel.
Yes. Share the Pixel as its own asset, or request it together with the ad account in one link.
Analyst for optimization and reporting; Admin only for managing the Pixel itself.
Keep reading
HandItSafe requests exactly this access in one link. No passwords. Your client keeps a panel to remove it anytime.