This role provides read-only access to ad performance data without the ability to make changes to campaigns, budgets, or account settings.

Step-by-Step Instructions

Method 1: Through Business Manager (Recommended)

Step 1: Access Business Settings

1. Log in to your Facebook Business Manager at business.facebook.com
2. Click on Business Settings from the main menu or the gear icon in the top right corner

Step 2: Navigate to People

1. In the Business Settings menu, click on People under the Users section
   

This will show you all current users with access to your Business Manager

Step 3: Add the User

1. Click the + Add button to add a new user
2. Enter the email address associated with the person's Facebook account
3. Select Employee access (not Admin access) for security purposes
4. Click Next

Step 4: Assign Ad Account Access

1. Navigate to the Accounts section and select Ad Accounts
2. Choose the specific ad account you want to grant access to
3. Find the person you just added and click Add People
4. Select the Analyst role from the dropdown menu
5. Click Assign to save the changes

Method 2: Direct Ad Account Access (Alternative)

Step 1: Access Ads Manager Settings

1. Go to your Facebook Ads Manager
2. Click on the gear icon in the top right corner to access settings
3. Navigate to Ad Account Roles or Add People

Step 2: Add User with Analyst Role

1. Click Add People
2. Enter the person's name or email address
3. Select Ad Account Analyst from the dropdown menu
4. Click Confirm

Understanding the Analyst Role

The Analyst role provides view-only access with the following permissions:

✅ What Analysts Can Do:

1. View ads and campaign performance data
2. Access reports and analytics
3. Monitor campaign metrics and insights
4. View ad performance history

❌ What Analysts Cannot Do:

1. Create, edit, or delete campaigns
2. Change budgets or bidding strategies
3. Access billing information or payment methods
4. Add or remove other users
5. Modify account settings
6. Make any changes to targeting or ad creative

Important Security Considerations

1. Two-Factor Authentication: Ensure all users enable two-factor authentication on their Facebook accounts for enhanced security.
   

1. Regular Access Reviews: Periodically review user permissions to ensure only authorized individuals have access.
   

1. Principle of Least Privilege: Only grant the minimum access level needed for the person to perform their tasks.
   

Partner Access vs. Employee Access

1. Employee Access: Best for team members within your organization
2. Partner Access: Ideal for external consultants, agencies, or freelancers

For view-only access, adding someone as an Employee with Analyst permissions is typically the most secure approach.

Troubleshooting Common Issues

1. User Cannot See Ad Account: Ensure you've assigned the correct ad account to the user and that they've accepted the invitation.
   

1. Person Cannot Accept Invitation: The user must have a Facebook account associated with the email address you used.
   

1. Edit Button Still Visible: Users with Analyst permissions can still see the "Edit" button, but when they try to make changes and click "Publish," they'll receive an error message stating they don't have permission.
   

The view-only access ensures your targeting strategies and campaign settings remain protected while still allowing stakeholders to monitor performance and access the reporting data they need.