Presence Optimization Kit: How to add people on Facebook Business Manager

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Oct 25, 2021

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Hi,June here

What is Facebook Business Manager?

Facebook Business Manager is a helpful tool that lets you manage multiple Facebook pages that you own. It also helps you overview ad accounts and business assets, all in one visual interface.

Business Manager also lets you manage your Instagram accounts, allowing you to become much more efficient.

If you have a team, it’s also effective in selecting roles for your members, giving them access (or limits) to actions they can do on your page.

How to create Facebook Business Manager

Step 1: Head on to Facebook Business Manager and click “Create Account”.

Step 2: Enter your chosen business name, your name, and email (or those of the primary Business Manager admin), and click “Next > Finish”.

Step 3: To fully personalize your profile, add a cover photo and logo. You’ve now created your Business Manager.

Step 4Learn more about your Business Manager.

Your Business Manager dashboard has three main tabs: HomeAd Account Overview, and Activity. From the dashboard, you can access many of the tools you’ll be needing on a daily basis.

  • On the Home tab, you see shortcuts to security options, pending requests, ad accounts, and pages.

  • On the Ad Account Overview tab, you can access a variety of performance metrics, such as total spend, total impressions, reach, frequency, export reports, and others!.

  • Over at the Activity tab, you can see recent role changes to everyone who has access to your Business Manager.

Adding People and Assets to Your Business Manager

You now have your Business Manager running. Great! Now onto the next stuff.

Click “Business Settings” to add people, Pages, ad accounts, and more.

You can also add partners, Facebook apps, Instagram accounts, data sources, and other assets.

Here are a few common assets you can add:

People

To add people, under “Users”, click “People”.

From here, you can add people and assign or change their business roles and to which Pages and Ad accounts they have access. Those you add will receive an email that tells them you’ve invited them to join your company’s business on Facebook. Once they accept the request, you can assign people to Pages, ad accounts, and other assets in your business. The people you add will have either an Admin or an Employee role in the business, which we’ll discuss more in the next lecture.

Pages

Pages are assets controlled by the business they represent. Pages (and Instagram accounts) can only be claimed by one Business Manager, but they can have multiple partner or individual accounts that access, post, and buy ads.

NoteOnce Pages are imported into Business Manager, they can no longer be accessed outside the tool. You’ll manage your assets in Business Manager, rather than from your personal Facebook account. Only users who have been granted access to the associated Business Manager account can access ad creation, editing, and performance reporting tools for the Page.

Here are some ways you can add a page to your Business Manager:

  • Add a page. Your business owns the page after the request is approved. This approval transfers ownership from an individual or another business to your business.
  • Request access to a page. Your business needs to use this Page on behalf of another individual/business. The page still belongs to its current owner, but you’ll gain access and run ads on it as an example.
  • Create a new page. Follow the process to create a new Page; afterwards, this page will be owned by your business.

Ad Accounts

Ad accounts allow businesses to purchase advertising on connected Pages or Facebook apps. Every ad account should have an associated payment method and an authorized person who can purchase ads based on that account. Ad accounts should be owned by the Business Manager of the party managing invoices. However, ad accounts can be shared with any business so they can run ads or perform analytics on behalf of your business.

Similar to Pages, there are 3 ways you can add ad account access to your business:

  • Add an existing ad account and claim ownership
  • Request access to an existing account
  • Create a new account

Pixels

Each Business Manager can create up to 10 pixels, which can be shared with Business Manager Partners. If someone else is managing your ads for you, you can assign them access to the pixel. Although there’s a limit on the number of pixels a Business Manager can own, each ad account inside a Business Manager can also create up to 1 pixel, through which you can create more than 10 pixels within one Business Manager.

Assign Roles and Permissions

People who access Business Manager can be assigned different roles, based on what they need to access. Roles are hierarchical with a 2-layer permission model. These systems of permissions help businesses securely manage and maintain control of their ad accounts, Pages, Facebook apps, and catalogs.

Layer 1: Roles at Business Manager level

A person can be either an administrator or an employee in the Business Manager. This is assigned when a person is added to Business Manager, and can be updated afterwards within Business Settings.

  • Business Admins can control all aspects of Business Manager, including adding or removing people from the employee list and modifying or deleting the business.
  • Business Employees can see all information in the business settings and can be assigned roles by Business Admins, but can’t make any changes.

Layer 2: Roles for different business assets

Different asset types have different roles defined, which provide different access levels to that specific asset type. For example, there are 5 page roles (for example, Admin, Editor, Moderator, Advertiser, and Analyst), while there are 3 roles for ad accounts (for example, Admin, Advertiser, Analyst). Learn more about the Business Manager roles for different asset types.

You can also assign a role to partners or agencies to manage your business assets. The assets will be owned by your Business Manager, but other partners or agencies can access them in order to make posts or set up and monitor campaigns on your behalf.

Note: To maintain the security of your business, we recommend that you assign minimum access that allows you to do maximum work. Assigned roles and permissions can be rescinded at any time.

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