Briefs from a media plan
Start from a completed media plan: objective, budget direction, audience, placement, and creative context.
Meta Business partner access Meta Ads, managed through XerAds.
Meta Ads, managed through XerAds.
Share access once. Approve what goes live.
Give the XerAds Meta Business partner access to your ad account and Facebook Page. There is no Meta app to create and no login to hand over. XerAds support assigns the account to your workspace, campaigns are built from your media plan and created paused, and Xera reports on them directly. Activating a campaign or changing its budget waits for your approval.
Inside Ads Management · Meta Ads
Shared with XerAds
Ads Management
Briefs, partner access, and campaign reports.
META ADS
Ad brief
01
Completed media plan
02
Meta Ads
03
Your ad account, shared with XerAds
Campaign reports
Approval-gated changes
Reads and pausing run directly; activation and budget changes wait for your approval.
How it works
Your accounts, our Business, your approvals.
You share access. XerAds connects it. You decide what goes live.
You give the XerAds Meta Business partner access to your ad account in Meta Business Settings. XerAds support assigns the account to your workspace and approves the Facebook Page your ads run as. From then on XerAds works through a System User in its own Business, and every request is checked against the ad accounts assigned to you.
Partner access, not passwords
You share your ad account and Page with the XerAds Business in Meta Business Settings. No Meta app, App Secret, or login changes hands.
Created paused, never deleted
Everything XerAds creates in your account starts paused, and nothing is ever deleted from Meta.
Agencies share each client account once, with the Agency PIC in charge.
In an agency workspace, shared ad accounts are assigned to the agency administrator, shown as the Agency PIC. The PIC runs the campaigns behind the briefs agency staff submit. Staff stay brief-only: they cannot reach the ad accounts, the campaign controls, or Xera’s Meta tools. Each workspace only ever reaches the accounts assigned to it.
Isolated by assignment
Every request is checked against the accounts assigned to that workspace, so one client’s account is never reachable from another’s.
Staff stay in briefs
Agency staff can prepare briefs and see their own reports, without access to ad accounts or campaign controls.
Access you can withdraw
Remove the XerAds partner access in Meta Business Settings at any time, and XerAds loses access straight away.
Reporting runs directly. Spending changes wait for you.
Campaign and insight snapshots are read from your assigned ad accounts, and Xera can look up campaigns, ad sets, ads, and their results for date ranges of up to 93 days. Pausing runs straight away. Activating something or changing a budget is held on an approval card that shows the exact change, and runs only after you approve it.
Snapshots after each sync
Campaign and insight snapshots from Meta Ads appear in the dashboard after a sync.
Pausing needs no wait
Xera can pause a campaign, ad set, or ad right away. Pausing stops spend, and switching it back on goes through your approval.
Approval for anything that spends
Activation and budget changes wait on the approval card, and a single change can at most double a budget.
The workflow
From media plan to live Meta campaigns.
A completed media plan sets the campaign direction. You share your ad account with the XerAds Business once, campaigns are built paused from the brief, and performance is read back from your account.
- 1
Complete your media plan
Prepare the objective, budget direction, audience, placement, and creative context in XerAds.
- 2
Share access with XerAds
In Meta Business Settings, assign the XerAds Business as a partner on your ad account, allowed to manage campaigns and view performance, and share the Facebook Page (and Instagram account) your ads run as.
- 3
Get your account assigned
Send your ad account ID to XerAds support. Once it is assigned to your workspace, your briefs and Xera can build campaigns in it, created paused.
- 4
Approve and review
Switch campaigns on yourself or approve Xera’s request, then follow brief progress, campaign state, and the snapshots synced from your account.
Common questions
What customers ask before sharing access.
No. For Meta Ads you give the XerAds Meta Business partner access to your ad account in Meta Business Settings. You never create a Meta app, share an App Secret, or sign in with Facebook Login inside XerAds.
Partner access to your ad account, allowed to manage campaigns and view performance, plus access to the Facebook Page (and Instagram account) your ads run as. The XerAds Meta app uses ads_read and ads_management through a System User in the XerAds Business, and business_management to list the accounts shared with it.
No. Agency staff can submit briefs and view their own reports. The Agency PIC runs campaigns on the ad accounts assigned to the agency.
Remove the XerAds partner access in Meta Business Settings at any time: XerAds loses access straight away, and the account shows as Access lost in your workspace. To have XerAds delete the Meta ads data it stored, send a request as described on our data deletion page.
No. Campaigns are created paused. Xera can read results and pause directly, but activating anything or changing a budget waits on an approval card that shows the exact change, and runs only after you approve it. Nothing is ever deleted from Meta.
Share your ad account and build the campaign.
Create a workspace, complete a media plan, give the XerAds Meta Business partner access, and launch Meta Ads campaigns once you approve them.
Get started with Meta Ads