GrowthForge Inc - Meta Ads Management Platform
SaaS Platform2024

GrowthForge Inc - Meta Ads Management Platform

Enterprise-grade multi-tenant SaaS platform for managing Meta (Facebook) advertising accounts, business managers, credit lines, and ad campaigns with comprehensive wallet management, role-based access control, and white-label agency capabilities.

Client

GrowthForge Inc

Sector

Digital Advertising / Marketing Technology

Solution

Multi-tenant Meta Ads management platform + agency white-label solution

Key Result

Complete advertising account lifecycle management

The Challenge

Managing Meta advertising accounts at scale presents multiple operational challenges: Agencies need to manage hundreds of client ad accounts with different spending limits, balance top-ups, and account lifecycle operations (create, rename, replace, disable). Businesses require transparent financial tracking, automated top-up workflows, and comprehensive reporting. International agencies need multi-tenant isolation with white-label branding. Ad account managers struggle with manual Business Manager sharing, credit line allocation, and campaign targeting setup. The platform must handle complex permission structures (system admins, tenant admins, managers, customers), integrate with Meta's Business API for real-time account status, and provide audit trails for all financial and account operations. GrowthForge Inc needed a unified platform that could: streamline ad account provisioning and management, automate balance top-up and refund workflows, provide multi-tenant isolation with custom domains, manage 2-tier Business Manager credit allocation, and deliver comprehensive reporting and analytics.

The Solution

GrowthForge Inc's platform addresses the complete Meta ads management lifecycle using a robust multi-tenant architecture with granular role-based access control, automated workflows, and deep Meta Business API integration.

Multi-tenant architecture with white-label capabilities

The platform supports unlimited agencies (tenants) with complete data isolation. Each tenant gets their own domain (automatically configured with Vercel), custom branding (logo, login images), and isolated user/data access. System admins manage the entire platform, while tenant admins manage only their organization's resources. This enables agencies to offer their own branded Meta ads management service to clients.

Comprehensive ad account lifecycle management

The platform handles the complete ad account journey: account creation requests with approval workflows, direct ad account creation via Meta API, account renaming and replacement requests, disabled account management with reason tracking, Business Manager sharing and transfer, top-up limit requests, and refund processing. All operations integrate with Meta's Business API for real-time status updates and automated execution.

Advanced wallet and balance management system

Users can request balance top-ups with multiple payment methods, upload transaction screenshots, and track request status (pending, confirmed, rejected). The system supports per-user balance tracking, spending limits, account-level thresholds, auto-topup configurations, and comprehensive balance activity logs. Admins can set minimum top-up limits per user/tenant and manage refund requests with full audit trails.

2-tier Business Manager credit line allocation

The platform includes a sophisticated creditline management system for parent-child Business Manager relationships. Admins can create creditline accounts, view child Business Managers, allocate credit from parent credit lines to child BMs, and track credit allocation status. This enables agencies to manage complex Meta Business Manager hierarchies and distribute credit across multiple child accounts.

Granular role-based access control (RBAC)

The system implements four user roles with distinct access levels: System Admin (full platform access, no tenant), Tenant Admin (tenant-scoped access, no system settings), Manager (permission-based access within tenant), and Customer (own resources only). Route protection is enforced both client-side (HOCs) and server-side (getServerSideProps), with permission-based feature access for fine-grained control.

Campaign targeting and location management

The platform provides tools for campaign setup including location targeting management, detailed targeting configurations with parent-child relationships, and targeting editor access management. This streamlines the campaign creation process and ensures consistent targeting across ad accounts.

Comprehensive reporting and analytics

Users can generate balance reports, top-up reports, account balance reports, and customer-specific reports. The system tracks all financial transactions, account operations, and user activities with full audit logging. Reports are filtered by tenant and user role, ensuring data privacy and compliance.

Service catalog and purchase workflows

The platform includes a service management system where admins can create service categories and services. Customers can browse services, submit purchase requests, and track service delivery. This enables agencies to offer additional services beyond ad account management.

Guide and support system

The platform includes a knowledge base system where admins can create guides with rich text content (using Quill editor). Customers can access guides for self-service support, reducing support ticket volume. The system also includes a support ticket system for direct customer assistance.

Meta API integration and automation

Deep integration with Meta's Business API enables automated ad account operations, real-time balance and spending limit synchronization, Business Manager operations, and account status monitoring. The platform uses Celery for background tasks, ensuring API operations don't block user requests. All Meta API interactions are logged for debugging and audit purposes.

Payment method management

The platform supports multiple payment methods organized by categories. Admins can configure payment methods with account details, and users can select payment methods when submitting balance top-up requests. This flexibility accommodates different payment preferences across regions and business types.

Settings and configuration management

System admins can configure business types, Meta API credentials (Facebook Apps), time zones, WhatsApp numbers, and site-wide settings. Tenant admins can configure tenant-specific settings like balance top-up limits and minimum ad top-up amounts. All settings are tenant-aware and properly isolated.

The Result

  • Agencies can manage unlimited client ad accounts with complete data isolation
  • Balance top-up workflows are automated with approval processes and audit trails
  • Multi-tenant architecture enables white-label agency solutions
  • 2-tier Business Manager credit allocation streamlines complex account hierarchies
  • Role-based access control ensures secure and compliant operations
  • Comprehensive reporting provides transparency for financial and account operations
  • Meta API integration automates account lifecycle management
  • Service catalog enables agencies to offer additional value-added services
  • Guide system reduces support workload through self-service documentation
  • Real-time account status synchronization keeps data current and accurate

Key Takeaways

  • Multi-tenant architecture is essential for B2B SaaS platforms serving agencies
  • Deep API integration with Meta Business API enables automation and real-time data
  • Granular RBAC with tenant isolation ensures security and compliance
  • Comprehensive audit logging is critical for financial and account operations
  • White-label capabilities enable agencies to brand the platform as their own
  • Automated workflows reduce manual operations and human error
  • Background task processing (Celery) ensures responsive user experience
  • Service catalog extends platform value beyond core ad account management
  • Self-service documentation reduces support costs and improves user satisfaction
  • Flexible payment method management accommodates diverse business needs

Tech Stack

DjangoDjango REST FrameworkNext.jsReactPostgreSQLCeleryRedisFacebook Business SDKJWT AuthenticationDigitalOcean Spaces

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