Apr 13. • 12 min read
Do you use Facebook for your business? If so, Facebook Business Manager is one tool that you need to add to your arsenal. If you’re not using it already, that is. It helps you keep all of your business’ Facebook assets safe, secure, and in a centralized location.
Maybe you haven’t set up Business Manager yet because you think it’s just one more thing to deal with, or you don’t know how to use Facebook Business Manager. No matter which stage you’re at, our comprehensive guide will tell you how to master Facebook Business Manager and harness the full potential for your business.
Understanding What Facebook Business Manager Is
Before we dig into how to use Facebook Business Manager and its benefits, you should understand what it is. Facebook describes it as:
“A one-stop shop to manage business tools, business assets and employee access to these assets.”
The Manager is a central location, from which to manage all of your Facebook advertising and marketing activities. You can also control user access to business resources, such as product catalogs or your Instagram account. Several key features include:
- Anyone with access to the page doesn’t see your personal Facebook information. Instead, they see your work email, name, ad accounts, and pages.
- Partners, vendors, and other agencies gain direct access to your ads and pages without ownership privileges.
- It’s a centralized location to track your Facebook ads. It includes detailed reports that show how each ad performs.
- Keep your personal profile and your business activities separate, so there’s no need to worry about getting distracted or posting in the wrong place.
Facebook Business Manager Benefits
- Focus – Arguably the best reason to use Business Manager is to keep your focus on your work. Log into Business Manager, and it’ll direct you to your business assets on Facebook. It allows you to access your Power Editor, Ads Manager, pages, and any other business-related assets without showing you your personal notifications or news feed. This ensures you aren’t distracted and sidetracked when you work.
- Heightened Security – Business Manager quickly shows you all of your ad accounts, pages, and user permissions. This is very important because it lets you revoke access for users who no longer work for the company. Instead of having to sort through your business assets one by one and individually revoke a person’s access, simply go to the Business Manager’s People section and remove them with a few clicks.
- Centralized Location – Business Manager keeps all of your relevant assets secure and organized in one central location. Maybe you manage more than one ad account or Facebook page for different businesses, or you use the page for both personal assets and client assets. This can create a lot of back and forth to switch from one asset to another, and it increases the chance of errors. It also makes it difficult to keep an eye on everything you and other vendors or employees can access. Business Manager keeps everything neat and orderly.
- Add People Not On Your Friend’s List – You don’t need to add people to your friends list to assign them specific roles for your ad accounts, pages, or other assets. Business Manager allows you to assign roles without the user ever seeing your personal profile, and you don’t see their profiles.
Now that you know what business manager is and the benefits of using it, we’ll outline several things you can do with the hub. It all starts when you set up your account by clicking Business.Facebook.com.
Step 1 – Create Your Account
Creating an account is the first step. Your personal Facebook log in portal will confirm your identity, but no one will be able to access your personal information. Once you land on Business.Facebook.com, you’ll see a “Create Account’ button in the top right corner. Click this button, and you will be prompted to input your name, business name, and whatever business email account you want to use to manage the account. Click “Next”. The information you enter here will be used to form your Facebook business manager login.
A new box will open, and you will be requested to input your business details. Enter your phone number, address, and business website. Select the option to indicate how you’ll use your Business Manager account, whether this is to provide services to other businesses or promote your own organization. Input all of the requested information and click on the “Submit” button. Facebook will send out a confirmation email to your chosen email address. Click the link when it appears to confirm your new account with Facebook.
Step 2 – Claim Your Business Assets
This step offers different options, and it’s important to be very careful when managing which assets you claim and which ones you request access too. You can create a new Facebook business page or add an existing one. However, you can only request access to someone else’s page if you manage Facebook pages for this client.
Only add assets that you personally own to Facebook Business Manager. Each asset will only link to one Business Manager. So, if you were to accidentally claim a client’s Facebook page instead of requesting access, the client won’t be able to claim it, and this will restrict their access to it.
You can remove pages from Business Manager if you make a mistake, but you can’t remove ad accounts. To keep it simple, we’ll assume that you want to manage your own business assets. We’ll also assume you’ve already set up a Facebook page for your business.
To add a page to Business Manager, go to the Dashboard. Find and click on the “Add Page” button, then click “Add Page” a second time when the pop-up box appears. Start typing in the name of your page, and it should automatically fill in so you can click on it. As long as you’re an administrator on this page, it’ll automatically approve. Repeat the steps for any other Facebook pages you want to add.
Now you’re ready to claim your business assets, like your apps, ad accounts, and pages. Look on the left side of the screen, and find the “Claim Assets” menu. Add your assets, and they should appear immediately in Business Manager.
Step Three – Add or Set Up and Add Your Ad Accounts
Remember to only request access to your client’s ad accounts and to add your own to Business Manager. If you already set up a Facebook Ad account, go back to your Business Manager dashboard. Click “Add Ad Account,” wait for the pop-up, and click “Add Ad Account” a second time. Find the add account ID in your ads manager and input this.
If you haven’t set up an Add Account for your business yet, it’s just three easy steps. Go back to your Business Manager dashboard and click “Add Ad Account.” Click “Create Account.” It’ll ask you to input your account details before you click the next button. Check that you’ll use the ad account for your business and click “Create.”
Facebook allows each business to create one ad account right away. When you start spending money on this first account, you’ll be allowed to set up more accounts based on the amount spent. You can’t directly request a second one.
Step Four – Manage Your Business Assets
When you create and claim your business assets, Business Manager gives you a centralized location in which to manage them. You’ll see analytics for every asset when you log in. Go to the Business Settings menu to access and manage:
Click “Pages” to see all of the pages you can work on inside your Business Manager dashboard. Click on any page to see additional options and details. You can view the time and date of specific actions, as well as adding people to the account or assigning them to a page. You have the option to view messages, post on Facebook as your business, schedule posts, review insights, see notifications, and more.
If you’ve only set up a single ad account in Business Manager, click on the “Power Editor” or “Ads Manager” links to go to those specific areas. If you use multiple ad accounts or you’d like to assign people to each page, click “Ad Accounts” on the Business Settings menu. Pick which account you’d like to manage.
Facebook’s “Developers” section allows you to create apps for your business. If you’ve already developed apps for your organization, add them to your Business Manager dash and manage them from here. Add the app by inputting the app ID from your “My Apps” page.
There should be a Facebook
pixel set up for your ad accounts. If so, you’ll find them in this section,
and you can edit each ad account’s partners and associations. You can only
attach one pixel to each Facebook ad account.
Facebook allows you to create product catalogs for your business. You can manage existing ones or create new ones in Business Manager. Once you open a specific product catalog, you can assign partners, add people, associate sources, add a product, and delete any of these elements as needed.
Step Five – Add People to Help You Manage Your Assets
When you provide access to your business assets – such as ad accounts or pages – you can choose either to add people or assign partners. To assign people, locate the “Add New” menu and click “People” under “Business Settings.” Add the person’s email address on the next screen, and choose whether each new person will be an admin or employee.
A screen will prompt you to check boxes next to the ad accounts, pages, and any other assets you’d like the person to manage. Assign specific roles in the drop-down menu. You can skip this step if you don’t want to assign an asset to a specific group.
To assign specific roles, go to your Business Settings menu and click on the People button. You’ll assign assets, view history, cancel invitations, and remove people.
If you’d like to assign partners, go to the specific business asset’s page and click on the “Assign Partner” button. Enter the partner’s Business Manager ID and specify which role you’d like the partner to take on. Once you add them, go back to the Business Settings menu. If you click “Partners,” you’ll see which partners you have assigned to access the different assets. It’s possible to edit partner roles by clicking on the “Assigned Partners” or “People” tab.
Step Six – Organize Your Business Assets into Projects
If there are several pages or assets in your Business Manager, you can organize them using the Projects area. Go to the Business Settings menu and click “Projects.” This will allow you to create a new project and assign ad accounts, pages, product catalogs, apps, and Instagram accounts to the project. Each page and ad account will link to a single project. But you can remove assets from one project and reorganize them as needed.
Step Seven – Organize Your Business Assets with Business Assets Groups
If you want a slightly more rigid organizational structure, try creating Business Assets Groups. Go to the Business Manager dashboard and click “Business Settings.” A menu will open on the left. If you look under “Accounts,” you’ll see “Business Asset Groups.” Click it, and then click on “Create Business Assets Group.”
Decide whether you want to organize your assets based on their region, brand, agency, or another category, and then click to confirm. Come up with a name for your group and pick out which assets you want to add. You can add ad accounts, pages, pixels, and Instagram accounts. Additionally, the group has room for apps, catalogs, offline events, and custom conversions.
Once you’re happy with the group, click “Next.” Now you’ll need to pick the people you want to add, choose their access levels, and click “create” to make the group.
Step Eight – Double-Check Your Account Security
Facebook Business Manager offers
additional layers of security for all of your business assets. If you want to
increase your security coverage, go to your Business Manager dashboard. Click
on the “Business Settings” button. A menu on the left will open, and you
need to select “Security Center.” We recommend setting up two-factor
authentication, and set it as “Required for Everyone.” To log in, each person
will input their password and a passcode they receive via text.
Step Nine – Create Your Ad Campaign
Now that you have set up and organized your Business Manager, you’re ready to create your ad campaign. Go to the dashboard and click “Business Manager” on the top left of the screen. You’ll see an “Advertise” tab. Under this tab is “Ads Manager.” Click this, and then click the green ”Create’’ button. Pick your ad campaign objective, set your budget, target your audience, and pick your schedule.
Step Ten – Familiarize Yourself with Additional Options
It’s helpful to know about the numerous options available to you in Business Manager. A few notable features include:
- Navigation Menu – Look at the top right of your Business Manager, to the email address you used to create your Facebook ads manager login. Click on this email to toggle between your business and your personal profile. You’ll also receive notifications for Business Manager in this toolbar, or use the search bar to search through your business assets.
- Payment Methods – Look under the Business Settings menu. Select the “Payment Methods” option. This allows you to add credit cards to fund specific ad accounts. You can swap out and update your payment methods here.
- Requests – Should someone request access to, or request to claim, one of your business assets, it’ll show up under the Business Settings menu in the Requests folder.
- Preferences – The preferences settings let you set email notifications for specific events related to Business Manager. You can configure your notification preferences as needed under your Business Settings menu.
- Info – The Info tab allows you to edit
your primary page selection, business name, and find your Business Manager ID.
You can request security code access and configure a host of other settings
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