Assigning Ad Accounts to Team Members

Before you can manage campaigns from an ad account in Wevion, the account must be assigned (connected). Assignment grants Wevion the necessary API permissions to read data and create campaigns on your behalf. This article explains how ad account assignment works and how to manage it within your team.

Prerequisites

• A connected Meta account Connecting Your Meta (Facebook) Account

• Synced ad accounts Syncing Your Meta Assets — How It Works

How It Works

When you assign (connect) an ad account in Wevion, a multi-step process runs in the background:

1. Permission Grant — Wevion assigns API permissions (Manage, Advertise, Analyze) to your business users on the ad account via Meta's API

2. Token Validation — Each available token is tested to confirm it can access the account

3. Permission Tracking — Wevion records which tokens have valid permissions for the account

4. Historical Data Backfill — Wevion automatically fetches up to 6 months of campaign insights data from Meta

5. Connection Status — The account is marked as "connected" and becomes available for campaign management

Permission Levels

When assigning, Wevion requests full permissions:

• MANAGE — Full control (create, edit, delete campaigns)

• ADVERTISE — Create and manage ads

• ANALYZE — Read performance data

If full permissions fail (e.g., the token doesn't have sufficient access), Wevion falls back to a reduced permission set (Advertise + Analyze).

Employee Tokens

If your Meta token is an Employee role (not Admin), Wevion handles assignment differently:

• Employee tokens cannot self-assign permissions via the API

• Instead, Wevion uses pre-validated token access (assigned by your BM admin directly in Meta)

• The account still works for reading data and managing campaigns, as long as the BM admin granted access

Step-by-Step Guide

Assigning a Single Ad Account

1. Navigate to Ad Accounts in the sidebar

2. Find the unconnected ad account in the list (shown as "Not Connected")

3. Click the Connect button on that account

4. Wevion processes the assignment in the background

5. When complete, the account status changes to Connected

6. Historical data begins backfilling automatically

Bulk Assignment (Assign All)

To connect all eligible ad accounts at once:

1. Navigate to Ad Accounts

2. Click Assign All in the toolbar

3. Wevion assigns all eligible accounts across your team

4. Disabled accounts (account status ≠ Active) are automatically skipped

5. A summary shows: X assigned, Y skipped (disabled)

Note: "Assign All" groups accounts by team member and processes each member's accounts in parallel.

Checking Assignment Status

After assignment, each account shows:

• Connected — Ready to use for campaign management

• Not Connected — Needs to be assigned before use

Team Data Isolation

Wevion enforces strict data isolation between team members:

This isolation is enforced at the database level — each record is tagged with a session_id that links it to a specific team member. Team admins can filter by member to view individual member data.

How Team Assignment Works

When a team member is added and their Meta account is connected:

1. The member's Meta token is synced

2. Ad accounts are discovered from their Business Managers

3. Each account is associated with the member's session

4. Assigning the account creates permissions specific to that member

5. The member can then launch campaigns and view insights for their accounts

Filtering by Team Member

As an owner or admin, you can:

1. Open the Ad Accounts page

2. Use the Member filter to view a specific team member's accounts

3. Or view all accounts across the entire team (default view)

Options and Configuration

Extended Account Data

Wevion also fetches financial details for your ad accounts:

This extended data is refreshed in real-time and cached for 2 minutes for fast loading.

Resource Quotas

Your Wevion subscription plan determines how many ad accounts you can connect. If you reach your plan's limit, you'll need to upgrade before connecting additional accounts.

Frequently Asked Questions

Q: What happens to my running campaigns when I assign an account? A: Nothing. Assignment only grants Wevion read/manage permissions — it doesn't affect any running campaigns or active ads.

Q: Can I unassign (disconnect) an ad account? A: Yes. Disconnecting an account removes it from active management. Historical data is preserved for reporting.

Q: Why does assignment fail for some accounts? A: Common reasons:

• Insufficient token permissions — Your Meta token doesn't have the required scopes. Try reconnecting your Meta account.

• Account disabled — Disabled accounts (status ≠ 1) are skipped during bulk assignment.

• BM access restrictions — Your Business Manager role may not allow granting permissions on that account.

Q: Can two team members manage the same ad account? A: Yes, if both members have Meta tokens with access to the same Business Manager and ad account. Each member sees the account under their own session.

Q: How long does the historical data backfill take? A: The backfill is split into monthly chunks and processed in the background. For a 6-month backfill, expect completion within 5-15 minutes depending on data volume.

Q: What's the difference between "syncing" and "assigning"? A: Syncing discovers which ad accounts exist in your Meta Business Managers. Assigning (connecting) grants Wevion permission to manage a specific account and triggers the data backfill. You must sync first, then assign.

Related Articles

• Syncing Your Meta Assets — How It Works

• Managing Permissions with Share Permissions

• Understanding Token Health and Reconnection