How to access facebook business manager

How to Create Facebook Business Manager

Are you a business owner looking for opportunities to take your business to the next level? Then, there is good news for you! Facebook offers you a managing tool that allows you to leverage its business features in order to enhance your business portfolio and marketing experience. Here in this article, we will take a look at this tool and its importance. But, most importantly, we will walk you through the steps to setting up your Facebook Business Manager Account.

‍What is Facebook Business Manager? Why Use It?

Facebook Business Manager is a tool that acts as a centralized control system that allows you to create and manage your business portfolios and as well offers you features for your Facebook ads and pixel.

So, why does it matter? It matters because:

Steps to Creating a Business Manager Account

Here are steps to creating your Business Manager Account

Getting Started

STEP 1: Go to https://business.facebook.com/overview to create an account, or you can make use of your existing Facebook account by clicking on your profile at the top right corner of the page.

STEP 2: Once you click on the “Create Account” button, a new dialogue box will open that presents you with a form to fill in your basic information. Insert your business name, full name, and email. Then click on the “Submit” button

As soon as you fill the form and click the submit button. Facebook will send you a verification mail requesting you confirm your email. Your confirmation grants you full access to the dashboard.

Remember: If you are using an existing account, you won’t have to go through email verification again. If you already have a business account, both accounts will be listed on the dashboard. You can easily switch between accounts by clicking on “Switch Business Account.” Or click on the dropdown menu beside the business name.

STEP 3: Now, we need to do the basic setup of the Business Manager pages, accounts, Instagram accounts and grant permission to people. The dashboard looks like the image above. To carry on with Business manager settings, click on the “Go to Business Settings.”

How to Add Pages to Business Manager Tool

Let’s start with adding pages to our Business Manager. The option allows you to add pages connected to your business. All you have to do is to provide the URL and name of your Facebook page. In addition, you have the option to create a new page if you don’t own one. You also have an option to “Request access to a page.”

To add pages to your business, click on “Business settings” =>” Accounts” =>” Add” =>” Add page” =>” Enter Url” =>Click on “Add Page”

Note that: Adding pages to your business page is needed to run most Facebook ads.

How to Add Ad account to Business Manager tool

In the Business Manager, you can add ad accounts owned by you or request access for other people or business Ad accounts. You can also create a new Ad account if you don’t have one.

To add Ad account, go to Business settings. Click on “Account” => “Ad account” => “Add” => “Click on any of the three options” => “Add”

How to Add People to Business Manager Tool

Now that we have added Ad account, let’s add people and grant them fine-grained access control to our business manager’s assets. Remember that this comes with an Admin privilege, and only the admin can add people to the Business manager. Also, don’t add people if you don’t trust them.

To add people, click on “People” and click on the “Add” button.

How to Add Roles to People in Business Manager

When you click on the “Add” button, a dialogue box will display, giving you options to select the role to assign them. You will be given either “Employee” or “Admin.” Access. By default, Facebook will recommend “Employee” access. You can choose “Show advance” for more access options. Provide the employee email address (not necessarily their personal email. It can be a business email address). Choose the access role and click “Next.”

Note that: Before accepting your invitation, the person would need to have created or have a Facebook account. This is one way of identity verification. Once all this process is completed and the person has accepted the invitation, you can move on to assigning them your business assets.

How to Add Pixel to Business Manager

Facebook embedded pixel to every Business Manager to help monitor activities as people interact on your website. A Facebook pixel is a piece of code built to your website to report conversation and build insights. Every Business Manager you create can have a maximum of 100 pixels.

To add pixel to your Business Manager: Click on “Data Sources” => Select “Pixels” => Click the “Add” button =>

Enter the name of the pixel => Enter website URL => Click “Continue”

How to Add Instagram Account to Business Manager

To increase your presence, you need to integrate Instagram into your Business Manager and then associate them to ad accounts or partners that are in your Business Manager. Then, again, you need to set necessary task-based permissions for your Instagram business account.

To add Instagram business account, go to Accounts=>Instagram Accounts=>Add=> Connect your Instagram Account=> Enter username and password of your Instagram account. A verification code may be sent to your Instagram registered phone number or email.

When you click add, it will redirect you to another dialogue page where you can connect to your Instagram account. Click on the “Connect Your Instagram Account” and fill in your Instagram credentials.

Note that the ad and Instagram account must be in the same Business Manager for it to be able to make a connection. You can’t associate an ad account and Instagram account to a different Business Manager.

Conclusion:

Your Business Manager is set and ready to explore and show off what you have in stock to the world.

For convenience and ease of management, Facebook has also developed an android and iOS Facebook Business Manager app that enables you to manage your businesses at a go.

How to Use Facebook Business Manager: A Step-by-Step Guide

Facebook Business Manager is where all of Facebook’s business tools live. It’s where you manage all of your Facebook marketing and advertising activities.

If your business uses Facebook, you should be using Facebook Business Manager. It’s an important tool that keeps your Facebook business assets centralized, safe, and organized.

If you’ve been putting off setting up Facebook Business Manager because you weren’t quite sure how it works, we’ve got good news. In just 10 simple steps, this tutorial will teach you how to do everything from setting up your account to placing your first ad.

But, first, let’s answer an important question: Exactly what is Facebook Manager, anyway?

Bonus: Download a free guide that teaches you how to turn Facebook traffic into sales in four simple steps using Hootsuite.

What is Facebook Business Manager?

As Facebook itself explains, “Business Manager serves as a one-stop shop to manage business tools, business assets and employee access to these assets.”

Basically, it’s the place to manage all of your Facebook marketing and advertising activities. It’s also where you can control multiple users’ access to additional resources like your Instagram account and product catalogs. Here are some of its key functions:

Now that you know why you might want to use Facebook Business Manager, let’s get you set up.

How to set up Facebook Business Manager

Step 1. Create a Facebook Business Manager account

The first stage of setting up Business Manager is to create an account. You’ll need to use a personal Facebook profile to confirm your identity but, as mentioned above, your coworkers and partners won’t have access to the personal information in that account.

Step 2. Add your Facebook business page(s)

In this step, you have a couple of different choices. You can add an existing Facebook business page or create a new one. If you manage Facebook pages for clients or other businesses, you can also request access to someone else’s page.

That last distinction is important. While you can use Business Manager to manage clients’ Facebook pages and ad accounts, it’s important to use the Request Access option rather than the Add Page option. If you add your client’s pages and ad accounts to your Business Manager, they’ll have limited access to their own business assets. That’s a sure way to cause tension in your business relationship.

For the purposes of this post, we’ll assume you’re managing your own assets, rather than acting as an agency, so we won’t get into the Request Access process. But be sure to keep this difference in mind.

We have a guide that shows you how to set up a Facebook business page, so we’ll assume you already have one to add to Business Manager. If you haven’t created your page yet, hop on over to that post and come back here to add your page to Facebook Business Manager when you’re done.

To add your Facebook page to Facebook Business Manager:

Step 3. Add your Facebook ad account(s)

Note that once you add your ad account to Facebook Business Manager, you can’t remove it, so it’s especially important only to add accounts you own. To access a client account, click Request Access instead.

If you’re already using Facebook ads, you can link your existing ad account as follows:

If you don’t already have a Facebook ads account, here’s how to set one up.

Each business can create one ad account right from the start. Once you are actively spending money in your first ad account, you will be able to add more based on your advertising spend. There is no option to request more ad accounts.

Step 4: Add people to help you manage your Facebook assets

Keeping on top of your Facebook marketing can be a big job, and you may not want to do it alone. Facebook Business Manager allows you to add team members so you can have a whole group of people working on your Facebook business page and ad campaigns. Here’s how to set up your team.

You can decide whether to give these individuals limited account access (choose Employee access) or full access (choose Admin access). You can get more specific in the next stage. Make sure to add people using their work email addresses. Then click Next.

In the left menu, you’ll also see options to add people to catalogs and apps, but you can skip these for now.

They will each receive an email with information about the access you’ve given them and a link to get started, but it would be a good idea for you to send them a personal note or let them know directly that you’re giving them this access and they should expect the automated email with the link.

You can see all of your pending requests from your dashboard, and withdraw them at any time for people who have not responded.

Bonus: Download a free guide that teaches you how to turn Facebook traffic into sales in four simple steps using Hootsuite.

If someone with access leaves your company or switches to a different role, you can revoke their permissions. Here’s how:

Step 5: Connect your business partners or ad agency

This might not apply to you if you’re just getting started with Facebook advertising, but you can always come back to this step later.

The business you’ve just added can manage permissions for the individuals on their own teams from their own Facebook Business Manager account. That means you don’t need to worry about assigning and managing permissions for all the individual people who service your account at your agency or partner company, just the partner company itself.

Step 6: Add your Instagram account

Now that you’ve got your Facebook assets set up, you can connect your Instagram account to Facebook Business Manager as well.

Step 7: Set up Facebook Pixels

What’s a Facebook Pixel? Put simply, it’s a small bit of code that Facebook generates for you. When you place this code on your website, it gives you access to information that will allow you to track conversions, optimize Facebook ads, build targeted audiences for your ads, and remarket to leads.

We recommend setting up your Facebook pixel right away, even if you’re not ready to start your first ad campaign yet, because the information it provides now will be valuable when you are ready to start advertising.

Our complete guide to using Facebook pixels is a great resource that walks you through everything you need to know about making the best use of the information a Facebook pixel can provide. For now, let’s get your pixel set up from within Facebook Business Manager.

You can create up to 10 pixels with your Business Manager.

Step 8. Increase security on your account

One of the advantages of using Facebook Business Manager is that it offers extra security for your business assets.

How to create your first campaign in Facebook Business Manager

Now that your account is set up and your pixels are in place, it’s time to launch your first Facebook ad.

Step 9: Place your first ad

We’ve got a full guide that explains all the strategy and specific details you need to know to create compelling and effective Facebook ads. So here, we’ll just walk you through the steps you need to take to get an ad up and running in Business Manager.

Organize Facebook Business Manager with business asset groups

As the number of assets in your Facebook Business Manager grows, it can become difficult to keep track of everything. Business asset groups help keep your pages, ad accounts, and team members organized and clear.

Step 10: Create your first business asset group

And that’s it! With the small amount of effort invested today, you’ve got everything centralized in one spot, and you’re ready to use Facebook Business Manager to make the most of your Facebook ads and marketing efforts.

Get the most out of your Facebook ad budget and save time with Hootsuite. From a single dashboard you can manage ad campaigns and organic content across multiple networks. Try it free today!

Grow your Facebook presence faster with Hootsuite. Schedule all your social posts and track their performance in one dashboard.

How to Use Facebook Business Manager: An Ultimate Guide 101

Facebook Business Manager is a Facebook Application that aids in organizing and managing the Digital Tasks of your company. Coworkers can’t see your personal Facebook profile until you authorize their requests when you join Facebook Business Manager. Only your Name, Work Email Address, and the Pages and Ad aAccounts you have access to are visible to coworkers.

On a complete walkthrough of this article, you will gain a decent understanding of Facebook Business Manager. Furthermore, you will be able to gain in-depth knowledge of all the terminologies and processes involved in Facebook Business Manager.

Table of Contents

Why Use Facebook Business Manager?

The key benefit of using Facebook Business Manager is that it helps you stay focused on your business. When you log into Company Manager, you’ll be led straight to your Facebook Business Assets. Without viewing your Personal News Feed or Notifications, you may access your Pages, Ads Manager, and other business-related assets from there.

The second most compelling reason to utilize Facebook Business Manager is to keep everything safe and in order. It takes a lot of back and forth to get from one asset to the next if you handle multiple Facebook Pages, Ad Accounts, or other Assets for yourself or your clients. It’s also difficult to keep track of what you and others have access to.

You can instantly examine all of your Pages, Ad Accounts, people with Allocated Tasks, and much more in Facebook Business Manager. This is especially useful if you need to restrict access to several of your company’s Facebook assets for someone who is no longer employed. Instead of having to walk through all of your Business Assets to remove that person, you can go to Facebook Business Manager’s People Area and remove their access to everything with one click.

When it comes to people, you don’t have to be Facebook friends with the people you assign to roles for your Pages, Ad Accounts, and so on with Facebook Business Manager. To assign roles, simply utilize Facebook Business Manager. They will never have access to your Personal Profile, and you will never have access to theirs. Here are some of the things you can accomplish with a Business Manager now that you know why you should.

#1: Create New Business Assets in Business Manager

If you’re new to Facebook Business Manager, go to business.facebook.com/overview to get started. You can establish Business Assets (Pages, Ad Accounts, and Product Catalogues) if you don’t have any when you sign up. Go to Business Settings after you’ve set up Facebook Business Manager.

It’s worth noting that when you create assets in Facebook Business Manager, you won’t be prompted to go through the typical Setup Procedure. For example, to establish a new Facebook Page, go to the left navigation and select Pages.

Then, on the right, select Create a New Page from the drop-down menu by clicking the Add button. You’ll now be guided through the normal tutorial to complete the setup of your new Facebook page. Use the same procedure to create other assets from the Facebook Business Manager (such as Ad Accounts and Catalogues).

#2: Claim your Assets in Business Manager

Select the relevant tab (Pages, Ad Accounts, or Apps) in the left menu to claim the Business Assets you possess (Pages, Ad Accounts, and Apps).

Then, on the right, click the Add button and choose whether to Add a Page, an Ad Account or Another Asset. Since you have complete control over the assets you choose, they will be added to your Facebook Business Manager right away.

As each Facebook Business Manager can only claim one asset, you should only upload assets that you directly own to the Facebook Business Manager. As a result, if you claim a customer’s Facebook page, your client can only seek access to it; they won’t be able to claim it themselves. You must instead ask for access to a client’s page, ad account, or other assets.

This is crucial to remember while claiming Ad Accounts. Ad Accounts cannot be withdrawn from Facebook Business Manager, but pages may. As a result, you don’t want to claim an Ad account that isn’t yours.

If you want to link your personal Instagram account to a Page or Ad Account, go to Business Settings and click on Instagram Accounts. To begin, click the Connect Your Instagram Account icon on the right.

#3: Request Access to Business Assets Owned by Others

You can request that an Asset (Page, Ad Account, or Product Catalog) be added to your Facebook Business Manager if you are not the owner of that asset. Before these assets may be added to your Facebook Business Manager, they must first be approved by the Current Owner or Admin. Be careful that the amount of assets you can seek on Facebook is occasionally limited until some owners and admins approve your requests.

Remember, if you handle assets for clients or any assets you don’t own, you should choose this option. Learn how to connect your Facebook Business Manager account to your client’s and share that access with your own team members.

Simplify Facebook ETL with Hevo’s No-code Data Pipelines

Hevo Data, a No-code Data Pipeline, helps integrate data from 100+ other sources (including 30+ free data sources like Facebook Ads, etc.) and load it in a data warehouse of your choice to visualize it in your desired BI tool. Hevo is fully managed and completely automates the process of loading data from your desired source and enriching the data and transforming it into an analysis-ready form without writing a single line of code. Its fault-tolerant architecture ensures that the data is handled securely and consistently with zero data loss.

It provides a consistent & reliable solution to manage data in real-time and always have analysis-ready data in your desired destination. It allows you to focus on key business needs and perform insightful Analysis using BI tools such as Tableau and many more.

Check out what makes Hevo amazing:

Simplify your Data Analysis with Hevo today!

#4: Manage Your Business Assets in Business Manager

You can use Facebook Business Manager to manage your Business Assets after you’ve established, claimed, and requested them.

A) Pages

Within Facebook Business Manager, click Pages to get a list of all the Facebook Pages to which you have access. To get more information and options on a specific page, select it.

You can see which users or partners have roles assigned to them, add people to your page, assign partners to your page (both of which I’ll go over in detail in the next section), and delete the page from Facebook Business Manager.

To go to your page and edit it, click View Page in the top right corner. You can access your Page Settings, Promote your Page, Boost Posts on your wall, Modify Tabs, and more from here. You can also view your messages, see notifications, review your Insights, schedule posts with Publishing Tools, access your page settings, promote your page, boost posts on your wall, and more.

B) Ad Accounts

If your Facebook Business Manager only has one Facebook Ad Account, go to Ads Manager by clicking the nine-dot icon in the upper left and selecting Ads Manager from the fly-out menu.

If you have many ad accounts in Facebook Business Manager and wish to assign people or partners to them, go to the left navigation and click Ad Accounts, then select the Ad Account you want to manage.

Within Facebook Business Manager, use the buttons to see which people or partners were allocated roles. You can also use Facebook Business Manager to add people to your page, assign partners (which I’ll go over in the next section), and cancel the Ad Account.

C) Apps

You can add Facebook Apps to Facebook Business Manager from the Developer section. You may also manage them here. To add an App, simply copy the App ID from your My Apps tab.

D) Commerce Accounts

In Facebook Business Manager, you may assign or alter Commerce Account Permissions. Click Commerce Manager in the left navigation and pick the Commerce Manager Account on the right in Business Settings. After that, click Add People and choose the permissions you wish to give this individual.

E) Data Sources

Multiple Data Sources are listed under the Data Source tab/section in the left navigation, including Product Catalogs, Facebook Pixels, Offline Event Sets, Custom Conversions, and more. You’ll see that information mentioned under Pixels if you have the Facebook Pixel installed for your Ad Accounts. As needed, change the associations and partners for each Ad Account. To see any Product Catalogs you’ve created for your company, go to Catalogs. You can also use this View to create New Product Catalogs and manage existing Catalogs.

People can be added, partners can be assigned, a product feed can be added, sources (Facebook Pixels) can be associated, and Product Catalogs can be deleted as needed.

#5: Assign People or Add Partners in Business Manager

You have the option of assigning people or adding partners when allowing others access to your Business Assets (such as Pages and Ad Accounts). Here’s how to tell the difference between the two:

A) Assign People

To Assign People, go to the Users area in the left navigation and select People. Then, on the right, click Add. Enter the Email Address of the person to whom you’d want to allow access to your company’s assets in the pop-up box. Choose whether they should be added as an Employee or an Administrator using the role definitions.

You’ll be requested to select boxes next to the Pages, Ad Accounts, and other assets you want them to Administer once you click Next. You’ll be able to assign specific duties to each asset.

When you’re finished, click Invite to send your invitation to that individual. Click People in the left navigation to see who has access to your company’s assets. You can cancel invitations, assign assets, and delete persons from this page.

B) Add Partners

To Add Partners to a business asset in Facebook Business Manager, navigate to the asset you want to assign them to (for example, the Facebook page) and click the Assign Partners button. After that, you’ll be asked for the partner’s Facebook Business Manager ID, which you’ll need to obtain from them.

After you’ve added a partner, go to the left navigation and select Partners to discover which partners have access to your company’s assets. If required, remove them this way. Alternately, go to your business asset to edit roles for people and partners. To update their roles, go to the Assigned People or Partners Tabs and select Edit Roles.

#6: Organize Business Assets Into Groups

You might wish to utilize groups to arrange your Facebook Business Manager if you have a lot of Pages and other assets. To do so, go to the left navigation and select Business Assets Groups. Create a business asset group by clicking Create Business Asset Group and assigning Pages, Ad Accounts, and other Business Assets to it.

There can only be one group per Page and Ad Account. You can remove assets from one group and add them to another if you need to restructure. Business Asset groups aren’t essential, but they might be useful if you have a lot of websites or Ad Accounts to assign people or partners to because you can add them to the group.

#7: Browse Additional Options in Business Manager

You’ve gone through the primary aspects of Facebook Business Manager, but there are a few more to look into.

Go to Info to change your Company Name, Primary Page, find your Facebook Business Manager ID to offer to others Partner Access, Request Security Code Access, and other options.

Conclusion

Facebook Business Manager is a wonderful alternative to explore if you’re searching for a better approach for managing your Facebook Business Assets. It allows you to centrally manage and distribute access to Facebook websites, Ad Accounts, and other important assets. In case you want to export data from Facebook into your desired Database/destination, then Hevo Data is the right choice for you!

Hevo Data provides its users with a simpler platform for integrating data from 100+ sources such as Facebook for Analysis. It is a No-code Data Pipeline that can help you combine data from multiple sources. You can use it to transfer data from multiple data sources into your Data Warehouse, Database, or a destination of your choice. It provides you with a consistent and reliable solution to managing data in real-time, ensuring that you always have Analysis-ready data in your desired destination.

Want to take Hevo for a spin? Sign Up for a 14-day free trial and experience the feature-rich Hevo suite first hand. You can also have a look at our unbeatable pricing that will help you choose the right plan for your business needs!

Share your experience of learning about Facebook Business Manager! Let us know in the comments section below!

Facebook Business Manager — гайд, создание и настройка

Facebook Business Manager значительно облегчает работу веб-мастера с аккаунтами, т. к. позволяет взаимодействовать сразу с несколькими рекламными профилями и кампаниями. Еще огромным плюсом является то, что в БМ можно пригласить пользователей, распределить между ними уровни доступа к аккаунтам и передать управление. Например, если банится аккаунт пользователя, т. е. «соц», можно просто зайти с другого и продолжить работу.

Business Manager — это бесплатный сервис от Facebook, созданный специально для рекламодателей в виде единого интерфейса с дополнительными настройками и возможностями.

Есть несколько способов создания БМ:

Основным инструментом для продвижения рекламы в Facebook является Fan Page — без нее вы практически не сможете запустить рекламу, поэтому вам необходимо добавить её в БМ, передав доступ, или создать новую страницу.

Рекламные аккаунты могут быть двух типов — созданные внутри БМ и добавленные с других профилей ФБ. После создания БМ лучше сделать внутри него один рекламный аккаунт, т. к. Facebook ставит лимиты на рекламный кабинет. Если создать один профиль и полить с него несколько дней, то чаще всего Facebook расширяет лимит и дает создать до 5 рекламных кабинетов внутри.

Для того чтобы обойти лимит на создание аккаунтов внутри БМ, добавьте в Business Manager рекламный кабинет от других аккаунтов Facebook. Их можно добавлять неограниченное количество, все зависит от траста БМ.

Для этого необходимо нажать во вкладке «Accounts» на «Add Accounts», а затем кликнуть на «Add».

Вне зависимости от того, что вы льете, Facebook будет банить рекламные аккаунты, и рано или поздно потребует подтверждение профиля при очередной блокировке. К тому же, на верифицированных БМ вообще может не оказаться ограничений на количество аккаунтов.

Для верификации БМ нужно подготовить много расходников (документы, ИНН и т. д.) и предоставить как можно больше точной информации о компании, т.к. модераторы проверяют данные вручную. Подтверждение аккаунта можно получить за неделю, но иногда проверка может занять два месяца и не дать желаемого результата. Именно поэтому рекомендуем тщательно изучить полиси Facebook, чтобы минимизировать риски или приобрести готовые БМы в шопах.

Если вы удачно справились со всеми пунктами, профит не заставит вас ждать!

How to Get Started With Facebook Business Manager

Do you have more than one person handling your Facebook marketing? Wondering how to share access securely to your Facebook pages and ad accounts?

In this article, you’ll discover how to give people access to your Facebook business assets in Facebook Business Manager.

Create a Facebook Business Manager

Facebook Business Manager is a powerful tool that allows you to group, manage, assign permissions to, and link your different Facebook properties and data sources (i.e. ad accounts and pixels). It’s a fast and safe way to grant team members and agencies access to different pages and ad accounts.

By using the admin/employee hierarchy, you can quickly add or remove someone’s access in a few clicks in Business Manager. Additionally, you can limit certain permissions and grant people access to only the assets they need to work on.

If you haven’t started working in Business Manager, head to https://business.facebook.com/ and click Create Account. You’ll be prompted to enter an account name and select a primary page.

During setup, you have the option to enable two-factor authentication, which is the recommended security setting. Keeping your account secure is important because it can contain multiple ad accounts and billing details as well as other sensitive client information.

Two-factor authentication requires you to access your account using a code sent to your mobile phone by Facebook every time you login. If you already have a Business Manager account, navigate to the Security Center to activate this feature.

Once your Business Manager account is created, here’s how to add the other Facebook pages and assets you want work on, as well as set up access for people you want to work with.

#1: Gain or Grant Access to Business Manager

You can grant access to your business assets by adding individual people or partners to Business Manager. To get access to a client’s assets, you can have them add you to their Business Manager or add their pages and ad accounts to your Business Manager (if they aren’t set up with their own Business Manager).

Assign People to Business Manager

Business Manager offers two levels of access: Admin and Employee. (This is different from page-level access of admin, editor, moderator, and advertiser.) Here’s what these roles mean:

To add an employee or admin to your Business Manager, go to Users > People and tap on Add.

You can invite a user to your Business Manager via email or send them a link to follow to gain access. They’ll need to accept the request to get access. When you create the invitation, select whether to add them as an admin or employee.

Your Guide to the Future of Business

The Web3 renaissance opens up new opportunities for entrepreneurs, creators, and marketers who are ready to embrace the changes. But, who can you trust?

Introducing the Crypto Business Conference; a premium event for anyone who wants to learn how to put Web3 to work for their business.

Join us in sunny San Diego, California, for the first-ever crypto conference for business pioneers…not finance and tech nerds. You’ll get actionable, business-building ideas from proven innovators—without all the techie jargon.

Click Show Advanced Options to reveal additional roles—Finance Analyst and Finance Editor—that grant access to the account’s billing features. After you’ve assigned roles, click Next.

Now you’re prompted to assign assets for this user to work on. You can add the user to pages, ad accounts, apps, or product catalogs at this point if you wish. You can always change these settings later on.

Alternatively, once the user has accepted the request, they’ll appear on your People list. To assign access to certain assets, click on their name and select the pages, ad accounts, and catalogs to which you want to grant access.

Add a Partner to Business Manager

If you want to get access to a client’s Business Manager to work on their pages and accounts, you can have your business added as a partner (instead of assigning access to people individually) or add the other business as a partner to your Business Manager.

To add a partner to your Business Manager, go to Users > Partners and click Add.

You’re then prompted to enter the partner ID. This is the same number as the Business Manager ID.

You’ll find your Business Manager/partner ID on the Business Info tab.

If you want a client to invite you to access their Business Manager, send them your Business Manager or Partner ID so they can initiate the process on their end.

#2: Gain or Grant Access to Facebook Pages in Business Manager

Once you’ve created your Business Manager or gained access to a client’s Business Manager as an admin, you can add pages and ad accounts either by creating them or gaining access to them.

On the Pages tab under Accounts, click Add to access options for taking ownership of a Facebook page, requesting access to a page, or creating a page.

Here’s a rundown of what each option entails:

The page owner will need to approve any request to take ownership of a page or request access to it. They’ll receive a notification to approve the request. Only when the request has been approved can you add yourself or your team to the page.

Remember: You need to add yourself to each page you want to manage even if you’re the admin of the Business Manager.

#3: Gain or Grant Access to Facebook Ad Accounts in Business Manager

Similar to accessing a page via Business Manager, you can request access to an ad account or create a new ad account.

To add or request access to a client’s Facebook ad account, you need their ad account number. It’s the long number displayed next to the ad account name in Ads Manager.

To request access to the ad account, type in the ad account ID in the window shown below. Alternatively, you can ask the business to invite you as a partner to access their account.

Get Expert Social Media Marketing Training from the Pros

Want to get ahead of the competition and learn how to diversify your social marketing strategy?

Learn from the industry’s most trusted experts, rub elbows with other smart marketers, and take your marketing to the next level during this 3-day event in sunny San Diego, California.

Note: Business Manager allows you to create multiple ad accounts within it once you’ve developed a relationship of trust with Facebook. Trust is created over time and by paying your ad account bills on time.

Again, once the business has approved your request for access, start assigning people (including yourself) to work on the ad account.

Caution: Don’t take ownership of a client’s ad account. Request access only if that account is not owned by Business Manager. Reversing this action is notoriously difficult.

Use Blocked Lists in Business Manager

If you don’t want to show your ads on specific websites or with specific audience network advertisers, Facebook lets you block these placements through Business Manager. Block lists are most commonly used for cultural or religious ads when it may not be appropriate to allow Facebook to display the ads across its full network.

To create or review a block list, navigate to Brand Safety > Block Lists and select Add and Edit Block Lists.

Now add the web pages or apps you want to exclude.

Click the See Where Ads Have Appeared option under Block Lists to review the pages on which your ads may have previously been shown.

#4: Gain or Grant Access to Apps in Business Manager

If you’re working on app-based Facebook campaigns (such as install or download campaigns), you can request access to an app or add an app to your Business Manager. To do this, go to Accounts > Apps, click Add, and select the relevant option.

In the Request an App or Add an App window, enter the App ID number. If you’re requesting access to an app, the app owner will receive a request. Once they approve it, you’ll have access to it.

Business Manager also allows you to access Instagram accounts for advertising. To add an Instagram account, navigate to Accounts > Instagram Accounts and click Add. In the pop-up window, enter the Instagram username and password. Then allocate people from your team to create ads for it.

Note that you can’t manage feed content from Business Manager, but you can purchase ads using Facebook ad accounts linked to the Instagram account.

#5: Create and Grant Access to a Project in Business Manager

If you manage a client’s account in Business Manager, it’s often helpful to group all of their pages and ad accounts within a project. This is handy when adding new employees to your team because you can grant access to all of your client’s assets at once. Simply assign the new employee to the project rather than to each asset individually.

To create a project, go to Accounts > Projects and click Add. In the Create New Project window, type in a name for your project and click Next.

Now select all of the pages and ad accounts you want to assign to the new project. Note that you’ll be able to assign or remove assets from the project at any time.

Business Manager also allows you to manage all of your data sources in one place. A data source is where you can gather information from customer interactions on Facebook and includes your pixels, product catalogs, offline conversion events, and shared audiences.

Again, you assign access to your employees or manage the setup and creation of the data source (like creating new pixels and connecting product catalogs) with ad accounts.

#6: Create and Grant Access to a Line of Business in Business Manager

Business Manager’s line of business feature lets you group together your ad account, pixel, and offline events to get a better understanding of how your campaigns are performing. This allows you to share information among these properties to create a more accurate understanding of campaign attribution—how much each click, view, and impression on different devices helped to convert a customer.

To create a line of business, navigate to Accounts > Line of Business and click Add. In the pop-up window, enter a name and click Create Line of Business.

Once you’ve set up a line of business, you can add people, assign partners, or add assets to it.

Below is an example of attribution tracking using linked assets in a line of business.

How to Navigate Business Manager

Business Manager is not as intuitive to use as Ads Manager, so it’s helpful to take some time to get used to the layout and features.

When you first log in, you’ll see the ad accounts and pages to which you’ve been assigned access. Business Manager may have more pages and accounts accessible within it, but the Home tab shows the pages and ad accounts you’ve personally been granted access to.

To see the full list of ad accounts and pages, click Business Settings at the top right of the Home tab.

You can manage a page or ad account a couple of different ways with Business Manager. From the Home tab, simply click the page or account you want to access. From Business Settings, select the page or ad account, and then click View Page or Open in Ads Manager.

One of the most common mistakes with Business Manager is not allocating yourself to the page, ad account, or property to work on it. Even as an admin, you still need to add yourself to the pages and ad accounts you want to work on.

In Business Settings, select a page or ad account to see a list of the people assigned to it.

To view all of the access requests you’ve sent or received for pages and ad accounts, navigate to the Requests section.

You’ll find a comprehensive guide on how to set up and use Business Manager at the bottom of the left navigation, which is helpful for getting familiar with the various features.

Conclusion

Business Manager is a powerful tool and provides handy features for managing multiple businesses and assets. While it’s not a fully intuitive system, it continues to be refined, with new features being added all of the time.

Facebook is also slowly making it mandatory to use Business Manager. For instance, it has limited the creation of custom audiences using customer data to only advertising accounts linked to a Business Manager. Expect to see more rules like this come into play in the future as Facebook carries out its privacy-focused reforms.

What do you think? Do you use Business Manager to manage access to your Facebook pages and ad accounts? Do you use it to access your clients’ assets? Share your thoughts in the comments below.

More articles on Facebook Business Manager:

Curious about NFTs, DAOs, and Web3?

Follow the Crypto Business podcast to find out how NFTs, social tokens, DAOs (and so much more) will affect your business in the near future.

Every Friday, host Michael Stelzner interviews leading industry experts about what works right now in Web3 and what to expect in the future, so you can prepare your business for the shift, even if you’re a total newbie.

About the author Lynsey Fraser

Get Social Media Examiner’s Future Articles in Your Inbox!

Get our latest articles delivered to your email inbox and get the FREE Social Media Marketing Industry Report (39 pages, 50+ charts)!