Why not just share the password?
A shared password gives the other person everything the account can do, including changing the name, deleting the Page and removing other admins. It cannot be limited to posting. When the arrangement ends, you have to change the password and sign out every device that used it, and if two-factor authentication was set up on their phone you may need their help to get back in. Shared logins also leave no record of who posted what. The platforms' access tools solve each of these problems: you choose the tasks, the helper signs in with their own login, and you remove them from the same settings page.
How do you add a staff member on Facebook and Instagram?
Meta manages Pages and Instagram accounts through a business portfolio in Meta Business Suite. Someone with full control of the portfolio goes to Settings, chooses People, selects Invite people, enters the staff member's email address, then chooses the assets and permissions to give them. The person accepts with their own Facebook account or a managed Meta account. Meta notes that people get basic access by default and advises assigning only the access they need. To assign an Instagram account, you must first be logged in to it in Business Suite settings. Meta also suggests turning on two-factor authentication for the portfolio.
How do you give an agency access on Meta?
An outside business should be added as a partner, which keeps the assets in your portfolio. The provider gives you their business portfolio ID. In Meta Business Suite settings, under Users, choose Partners, then Add, then 'Give a partner access to your assets', enter the ID, and choose the Page, Instagram account or ad account and the level of access. Partial access limits them to tasks such as creating content, managing ads or responding to messages. Meta says a partner with full control still cannot share your asset with another business. Only someone with full control of your portfolio can add a partner, and another full-control user may need to approve it.
How do you add a LinkedIn Page admin?
LinkedIn Pages have tiered admin roles. A super admin can do everything, including adding and removing admins, editing Page information and deactivating the Page. A content admin can create and manage Page content, including posts, boosting posts and events. An analyst can see only the Analytics tab. For someone who writes and schedules posts, content admin is the right level. Keep at least two super admins inside your business, so the Page is not stranded when one person leaves. Paid media roles, such as Sponsored Content poster, are separate and apply to ads run through Campaign Manager.
How do you add a manager on Google Business Profile?
In your Business Profile, select More, then Business Profile settings, then People and access, then Add, and enter the person's email address. Choose manager for anyone outside the business. Google says managers have mostly the same access as owners, including editing information, responding to reviews and managing posts, but cannot add or remove users or remove the profile. A profile can have several owners but only one primary owner, and that should be you or a business partner. Each person needs their own Google Account, which is how Google lets several people manage a profile without sharing a password.
What should you do when someone leaves?
Remove access on the day the arrangement ends, from the same settings: People or Partners in Meta Business Suite, the admin list on your LinkedIn Page, and People and access on Google Business Profile. Review any posts the person scheduled and decide whether they should still go out. If they ran ads, check that the ad account's payment method is yours and that no campaigns are still running. Keep a short access register listing each account, who has access, at what level and the date it was given, and review it every quarter.
Do scheduling tools need access too?
Many businesses schedule posts through a third-party tool instead of each platform's own composer. Those tools connect to your accounts through a permission screen on each platform, using the login of whoever connects them. If a provider connects your Page to their tool, ask which login was used and record the tool in your access register alongside the people. When the arrangement ends, check each platform's list of connected apps as well as its list of people, and remove any tool you no longer use. If you connect a tool yourself, use an account that belongs to the business, not a staff member's personal login.
