Meta Permissions Guide: Connecting Your Ad Account and Dataset

To allow our Meta integration to handle end-to-end campaign deployment, performance reporting, and audience management, you must grant the proper asset access within your Meta Business Suite.

This guide outlines the precise asset permissions required to ensure data flows correctly and to prevent configuration errors.

Quick Summary of Required Roles

To avoid integration errors and ensure full system capability, configure your assets with the official Full Control role names specified below.

Detailed Access Levels & System Requirements

Option 1: Full Control Roles (Required for Full Integration)

To fully leverage our Meta integration these exact permission levels:

• Ad Account: Manage ad account
• Dataset / Pixel: Manage events dataset

Technical Requirement: Programmatically deploying campaigns, pulling real-time reporting data, and running automated audience management processes requires unified backend API access. Assigning the Manage ad account and Manage events dataset roles ensures our Meta integration can execute commands and sync metrics without hitting security token blocks.

Option 2: Limited Access Roles (Restricted Alternative)

If your organization requires restricted asset isolation, you can apply these partial access roles:

• Ad Account: Manage campaigns
• Dataset / Pixel: Use events dataset

Important Notice: If limited access is configured, there is a chance our system will not support utilizing our automated deployment tools with this access level. Restricting permissions to Manage campaigns or Use events dataset blocks the integrations required. Selecting limited access will delay your onboarding setup, increase the risk of deployment failures, and require an upgrade to Full Control to clear authorization errors.

Step-by-Step Setup Instructions

Step 1: Assign Dataset (Pixel) Permissions

1. Navigate to your Meta Business Settings.
2. From the left sidebar, click Data sources > Datasets (or Pixels depending on your account generation).
3. Select the primary business dataset asset from the center column.
4. Click the Assign people button.
5. Check the box next to the System User profile assigned to our Meta integration.
6. In the right-hand permissions menu, scroll to the Full control section and toggle ON Manage events dataset.
7. Click Assign.

Step 2: Assign Ad Account Permissions

1. From the left sidebar in Meta Business Settings, navigate to Accounts > Ad accounts.
2. Select your business Ad Account from the list.
3. Click the Assign people button.
4. Check the box next to the integration's designated System User profile.
5. Under the Full control section, toggle ON Manage ad account. (If limited access is mandatory for your compliance policies, toggle ON Manage campaigns under Partial access).
6. Click Assign.

Critical Checklist Before Launch

If your marketing strategies involve uploading segments or first-party customer lists, an internal Business Manager Administrator must manually perform the following step:

• Accept the Custom Audience Terms of Service (TOS) Meta strictly blocks automated systems from integrating until an account administrator logs into the Meta Ads Manager UI, navigates to the Audiences workspace, and explicitly clicks Accept on the first-time data compliance prompt. Our integration cannot bypass this manual step.