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How To Share Lead Form Access In Facebook Account 

Inside Facebook Business Manager the lead form and integration access exist. This is the section where you can manage and share access to the lead forms used in Ad campaigns.

If working with Be Media to run lead form Ad campaigns we will need to have access to this feature to manage the leads generated from ad campaigns.

This is useful for advertisers who need to protect customer information that is collected through lead ads so that they are only accessible to employees or a subset of employees, rather than to all Page Admins or various third parties who may also have access to the Facebook Page.

*You must have Lead Access enabled first.

How To Manage Access, Partners and Platforms for Facebook Lead Ads

To determine who has access to your leads

  1. Go to your    Business Manager settings.
  2. Click on the Integrations option in the left menu.
  3. Click on the Leads access option.
  4. Click the Customise access in the message that appears.
  5. If this is the first time you’ve used this feature, click Customise access in the message box that appears on the page. If you have already enabled Leads Access Manager, skip to the next step.
  6. You should now see a list of People, Partners and CRMs who have access to your leads information. Click between the tabs to see the full list for each category or to search by name.

To assign leads access permissions to people

  1. Go to your Business Manager settings.
  2. Click Integrations in the left menu.
  3. Click Leads access.
  4. Click Assign people. You should now see a list of people who have roles assigned on your Facebook Page.
  5. Tick the box next to the people you’d like to assign access and then click Assign. The individuals you selected will now have access to your leads information.

If you do not see the name or ID of the person you are looking for, make sure that they have a role assigned to your Facebook Page. A person cannot have access to your leads data without a Page role assigned.

To assign leads access permissions to CRM systems

  1. Go to your Business Manager settings.
  2. Click Integrations in the left menu.
  3. Click Leads access.
  4. Click Assign CRMs. You should now see a list of CRM systems that have been integrated with your Facebook Page.
  5. Tick the box next to the CRM systems you’d like to assign access and then click Assign. The CRM systems you selected will now have access to your leads information.

The leads access permission for CRM controls whether Facebook will send a notification that there is a new lead to that CRM. A CRM system must be connected to Facebook before it will appear in this list. If you assign leads access to a CRM, it will receive leads updates from Facebook. The Page admin who granted permissions must continue to have access permission or the CRM will fail to fetch data.

If you are using your own CRM, please be aware that after receiving the real-time update regarding a new lead, the CRM will use a User Access Token (UAT) or Page Access Token (PAT) to fetch the lead data from Facebook. This will fail if the people backing the UAT or PAT do not have leads access permission. Make sure that the people backing the UAT or PAT appear in the People section of Lead Access Manager to avoid issues.

To assign leads access permissions to Partners

  1. Go to your Business Manager settings.
  2. Click Integrations in the left menu.
  3. Click Leads access.
  4. Click Assign partners. You should now see a list of partners who are connected to your Facebook Page.
  5. Tick the box next to the partners you’d like to assign access and then click Assign. The partners you selected will now have access to your leads information.

If you do not see the name or ID of the partner you are looking for, make sure that they have the Page admin assigned to your Facebook Page. A Partner cannot have access to your leads data without a Page admin role assigned.

Only the business that owns the Facebook Page can assign leads access permissions to partner businesses or agencies. Note that assigning leads access permission to a Partner gives that partner the ability to assign leads access to its employees. A shared Page will not appear in the Partner’s Leads Access Manager until:

  1. The Partner has been assigned a Page admin role.
  2. The Partner has been assigned permission in Leads Access Manager.

How To remove access permission to leads

  1. Go to your Business Manager settings.
  2. Click on the Integrations tab on the left-hand menu.
  3. Click on the Leads access option.
  4. Now you should see a list of the People, Partners and approved CRM systems that have access to your Facebook leads information. You can click between the tabs to find the person, partner or CRM system that you want to remove access from.
  5. You can hover over the person, partner or CRM you wish to remove and click the rubbish bin icon that appears.
  6. Click Confirm to remove access for the selected item.

“We managed so many Facebook Lead Ad campaigns that we thought solving one of our biggest hurdles would help with any onboarding questions and access requests. Lead generation is very powerful but it should also be productive and easy to do. Starting all campaigns with the right access saves my team hours of back and forth in emails, and keeps them focused on creating solid Facebook campaigns”.

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