The what, why, and how of Facebook Business Manager!

Last month I provided you with a few simple tips on taking control of your social media profiles. This month, I will walk you through the Facebook Business Manager tool.

What is Facebook Business Manager?
It’s pretty simple, it allows you to manage and control access to all of your Facebook assets in one location. So what does that mean in layman terms?

Think of the Facebook Business Manager as a bookshelf in your office where you store all items you might need to reference during your workday. The Business Manager is essentially like a bookshelf for all things Facebook Business (i.e., Facebook Business Pages, Ad Managers, Pixels, etc., also known as Facebook assets) .

A few reasons why you should be using it…

  • If you are running Facebook Ads to set up a custom audience using your email list, you will need to set up your Business Manager.
  • Easily invite agencies and employees with different permission levels to work on your Facebook assets without becoming personal Facebook friends.
  • Employees and agencies can be invited to the Business Manager through their business email addresses as employees or partners. ( Note: unfortunately the user will need to have a personal Facebook profile to set themselves up in the Business Manager)
  • Easily remove access to your Facebook assets when relationships change.
  • When users log in through the Business Manager instead of their personal Facebook page, they do not see their individual notification or newsfeed from a production standpoint; they are less likely to fall down that rabbit hole of personal Facebook interaction.

How to set it up? Pretty easy! Visit https://business.facebook.com and follow the setup process, please note you will need to have a personal Facebook page to set up. You may be pushed into the Facebook Business Suite ( Click here for a video demo). If that happens, you’ll want to click on ‘More Tools’ on the left-hand side and then select business settings. Next, you’ll want to add your Facebook Business Page or Pages, Instagram, and Ad Accounts. Click here for a video demo 

To add…
Facebook Business Profile: Click here for a video demo skip to 2:40 
Select Pages from the left-hand side under business manager accounts.
Choose “Add” a Page. ( Note: If you don’t currently “own'” your business page, you will not be able to add it to the business manager. )

Instagram: Click here for a video demo skip to 5:30  
Select Instagram Accounts from the left-hand side under business manager accounts.
Choose “Add”

Ad Account: Click here for a video demo skip to 4:24
Select Add Account from the left-hand side under business manager accounts.
Choose Add; select to add an ad account, request access to an ad account, or create a new ad account.

Note: If you don’t currently “own'” your Facebook Business Page (check out step #5 on how to find out who does) or Ad Account, you will not be able to add it to your Business Manager. Not to fret, it’s pretty easy to transfer between parties as long as you are still in contact with the current owner of the page. Click here for a video training on how to see who owns your facebook business page. 

As for your ad account, you will need to start a new ad account if you are not the owner. Unfortunately, Facebook doesn’t allow for the transfer of ad accounts between Facebook Business Managers. If this happens to you, have the agency grant you full access to the ad account, remove all the billing information, and start a new account. I would suggest keeping the old ad account to view past campaign results and creative.

Next, you’ll add users and permission levels. Click here for a video demo skip to 6:09

  • Add Users.
  • Select People from the left-hand side of the business manager
  • Select Add, enter a business email address.
  • Select Business Role
    • Employee access: Only work on assigned accounts and tools
    • Admin Access: Full control of your business. They can edit settings, people, accounts & tools.
    • Note: If the user does not receive an invite from Facebook to join the business manager, go back into your business manager account, select the users that didn’t receive the invitation, and select resend and copy the invitation URL, the users will be able to click on the URL and accept your invite.
  • When you invite users, you’ll be prompted to invite them to your different Facebook assets, such as a business page or ad manager. Select which assets you’d like them to manage.

Your business should have two admins in the business manager; I always suggest these two people be the owner or someone with strong ties to the company; your marketing agency should not be the second admin on your business manager.

Next, if you are working with a marketing agency, you’ll need to add them as a partner. To do this, you’ll need their business manager ID. The most accessible place to find the Business Manager ID is in the Business Manager URL. Click her for a video demo skip to 9:34 

  • To find this, you’ll select “Partner” from the left-hand side.
  • Select Add, you’ll choose from the following two:
    • Give a partner access to your assets.
    • Ask a partner to share their assets.

After completing the above steps, you have a basic setup for your Business Manager. As you use, get comfortable with, and advance in your use of Facebook, you’ll want to complete a few more sections such as Business Info and Domains Verification. Don’t be afraid to click around and explore the Facebook Business Manager.