With Facebook Business Manager you can allow “advertisers to manage their marketing efforts in one place and share access to assets across their team, partner agencies and vendors.”
Consider this your command center for all business operations on Facebook — AND — Instagram.
Whether you control your own ads or hire an agency to help, you’ll be able to track your efforts, create detailed reports, and visual data to see how your ads are performing.
If you haven’t been using Facebook Business Manager, this guide is going to show you everything you need to know in just 6 simple steps.
How To Set Up Facebook Business Manager
Step 1: Create Your Facebook Business Manager Account
Whether have a Facebook business page or just a personal Facebook account, the first step is to create your Facebook Manager Account. Here’s how to do it:
- Go to business.facebook.com/create and click on “Create Account”
- Add your account details then click “Next”
- Add your business details (i.e. Country, Address, etc.) then click “Submit”
- Finally, confirm the email you received from Facebook
- You should receive an email like this, click “Confirm Now”
With your account now confirmed, you can start adding pages and roles to your new Facebook Business Manager account.
Step 2: Adding Facebook Business Pages
There are a couple of different choices when adding Facebook Business pages to your Business Manager account. If you don’t already have a business page, you can create one.
If you are managing a client’s or another business Facebook page, you can request access. Here’s how to do that:
- From your Business Account home page, scroll down and click “Add Page”
- You’ll see there are 3 options:
1. Add Page. Choose this if you are the owner of a Facebook business page.
2. Request Access. Choose this if you need access to a client’s page.
3. Create Page. Choose this if you want to create a page for your business.
Advice: If you are working on a client’s page, always choose “Request Access” rather than the “Add Page”. If you add their page to your business account, you can limit access to their own page on their end. To avoid putting your client in a discomforting situation, stick with “Request Access” so they can determine the level of access you need to manage their account.
For this guide, let’s assume you’re connecting a page you own, rather than acting as an agency or social media manager.
To add a business page to your Business Manager account, follow these 3 steps:
- Click “Add Page”.
- Start typing the name of your page in the text box. Find your page then click “Add Page”.
If you have administrator access to the page, you should have complete access to add it to your Business Manager account.
- Finally, if you own or manage any more pages, repeat the previous two steps to add them to your Business Manager account.
Step 3: Create or Connect Your Ad Account
Perform this step carefully because once you add an ad account, you cannot remove it. Be sure to add accounts that you own and use “Request Access” for client accounts.
If you’re already using Facebook Ads, you can easily link your existing account.
- From the home page in your account dashboard, scroll down and click on “Add Ad Account”.
- Choose whether you want to connect your own account, request access to a client’s account, or create a new ad account.
- When you click on “Create Ad Account”, you’ll be asked to choose your Time Zone, Currency, and name for your account. Enter your preferences and click “Next”.
- The next page will ask you whether you want to use this for your account or connect to another business / client account. Make your selection then click “Create”.
- If you have added other team members or managers to your account, you can set permissions and access to your new ad account.
- Finally, to use your ad account, you must set up a payment method which you can add by clicking here.
Remember, every Facebook Business Manager account can have up to 5 ad accounts. To add 4 additional accounts, you must already be actively spending money with your original ad account.
Step 4: Add People to Manage Your Facebook Assets
To maximize your Facebook marketing, you may want to hire extra help or invite team members to manage your Facebook assets. With Facebook Business Manager, there are a variety of roles you can assign to people to work on your Facebook business page or your ad account.
Here’s how you can add people to create a powerful marketing team:
1. From the Business Manage home page, click on “Business Settings” in the top right corner.
2. Go to “Users” >> “People” then click “+ Add” to assign roles to people.
3. You can assign people with:
a. Employee access – Can work on specific accounts and has limited access.
b. Admin access – Can do anything and has full access to your account(s).
If you open the “Advanced Settings” you can add the following roles:
c. Finance Analyst – Can see business transactions such as invoices, account spend, and payment methods.
d. Finance Editor – Can update and edit credit card information and financial details like transactions, invoices, etc.
Once you have assigned their role, click “Next”
4. On the next page, you’ll be able to grant access to your pages, ad accounts, catalogs, and apps. These are the page roles you can assign to users:
a. Page Admin – Can manage entire page, including assigning new roles to other users.
b. Page Moderator – Can create ads and branded content; view insights; send, respond, and delete messages and comments.
c. Page Analyst – Can manage branded content settings and review insights.
d. Page Editor – Has the same level of access as a “Page Moderator” and can also publish content to the page.
e. Page Advertiser – Has the same level of access as a “Page Analyst” and can also create ads.
5. After assigning a role for your new user, you can also grant or limit access to your billing accounts. These are the roles you can assign your users:
a. Ad Account Admin – Has total access to campaigns, can edit billing details, and assign roles to other users.
b. Ad Account Analyst – Only has access to view and report on ad performance.
c. Ad Account Advertiser – Can see, create, and edit ads.
6. When you’re satisfied with your choices, click “Invite”. You’ll have to wait until the new user accepts the invitation before they can start accessing your Facebook assets.
You’ll be able to see pending invitations in your dashboard and can revoke access at any time. Also, if someone leaves your business, you can easily remove them from your accounts by going to “Business Settings” >> “People” and clicking on the name you want to remove.
This might not apply to you now, but you can invite business partners and ad agencies to your account by clicking “Partners”. You’ll need their Business Account ID in order to invite them to manage your account and you can assign similar roles as you would a user to limit or grant access to your Facebook Business Manager account.
Step 5: Connect Your Instagram Account
At this point, your Facebook assets have been added to your account and now you can connect your Instagram account (if you have one).
- Again, from your Business Manager account’s home page, click on “Business Settings”
- Go to “Instagram Accounts”
- Click the “+ Add” then login to your Instagram Account
You’ll receive a notification that your account was successfully added. You should add an Instagram account if you want to advertise on Instagram.
Step 6: Navigating Facebook Business Manager’s Dashboard
You’ve just learned how to connect and manage your assets using Facebook Business Manager. Next, let’s take a quick look at all the additional features you can access in the dashboard.
From your home page, click on “Business Settings” in the top left corner.
Here you’ll find access to everything which is broken into 5 categories: Plan, Create & Manage, Measure & Report, Assets, Settings.
You’ve already learned how to use Assets and Settings. The next thing you should do is spend some time navigating each page to familiarize your self with the different settings and options in the dashboard.
However, if you’re new to Facebook Business Manager, you won’t have much data when it comes to advertising. So, the next thing to do is to set up and understand Facebook’s Ad Manager. If you’re ready to start advertising on Facebook, check out our Guide to Facebook Ad Manager.
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