How to Use Facebook Business Manager: A Step-by-Step Guide (1/2)

If your business utilizes Facebook, you need to be utilizing Facebook Business Manager also. It’s a necessary tool that keeps your Fb business assets centralized, safe, and organized.

When you have been putting off setting up Facebook Business Manager since you were not fairly sure how it works, we have got great news. In just 10 simple steps, this tutorial will teach you how to do everything from setting up your account to placing your first advert.

However, first, let’s answer a vital question: what’s Facebook Manager exactly, anyway.

What’s Facebook Business Manager?

As Fb explains itself, “Business Manager serves as a one-stop-shop to handle business tools, business assets and employee access to those assets.”

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

  • It keeps your business activities separate from your personal profile so you do not have to worry about posting in the wrong place (or getting distracted by cat videos if you are trying to work).
  • It’s a central place to track Fb adverts, with detailed reports that show how your adverts are performing.
  • It permits you to give vendors, partners, and agencies access to your pages and adverts, without handing over ownership of the assets.
  • Coworkers do not see your personal Fb info—just your name, work email, and pages and advert accounts.

Now that why you may need 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 step of setting up Business Manager is to create an account. You will need to use a personal Fb profile to confirm your identity but, as mentioned above, your coworkers and partners will not have access to the personal info in that account.

  1. Go to business.Facebook.com and click on the large blue Create Account button on the upper right.

Facebook Business Manager welcome page

  1. Enter your business name, your name, and the business email address you wish to use to handle your Facebook Business Manager account, then click on Next.

Window to create your Facebook Business Manager account

  1. Enter your business details: address, phone number, and site. You will also need to specify whether you will use this Business Manager account to promote your own business or to provide services to other businesses (like an agency). Once you are completed, click on Submit.

Form fields to add in business details on Facebook

  1. Check your email with the subject line “Confirm your business email.” Within the message choose Confirm Now.

Step 2. Add your Facebook business page(s)

In this step, you have some different choices. You could add an existing Fb business page or make a new one. When you handle Facebook pages for clients or other businesses, you could also request access to someone else’s page.

That last distinction is necessary. While you could use Business Manager to handle clients’ Fb pages and advert accounts, it’s necessary to use the Request Access option rather than the Add Page option. When you add your client’s pages and advert accounts to your Business Manager, they will have limited access to their own business assets. That is a sure method to cause tension in your business relationship.

For the purposes of this post, we will assume you are managing your own assets, rather than acting as an agency, so we will not get into the Request Access process. However, make sure to keep this difference in mind.

We have a guide that shows you how to set up a Facebook business page, so we will assume you already have one to add to the Business Manager. When you haven’t created your web page but, hop on over to that post and come back here to add your page to Fb Business Manager if you’re completed.

To add your Fb page to Facebook Business Manager:

  1. From the Business Manager dashboard, choose Add Page. Then, in the pop-up box, click on Add Page again.

Option to add a page when setting up Facebook Business Manager

Add Page button on Business Manager setup

  1. Begin typing the name of your Fb business page in the text box. Your business page name should autocomplete below, so you could just click on it. Then click on Add Page. Assuming you have administrator access to the page you are trying to add, your request will be approved automatically.

Option to add a Facebook Business Page by company name

  1. If you have more than one Fb page related to your business, add the remaining pages by following the same steps.

Step 3. Add your Fb advert account(s)

Note that once you add your advert account to Fb Business Manager, you could not remove it, so it’s particularly essential only to add accounts you own. To access a client account, click on Request Access instead.

When you are already utilizing Facebook ads, you could link your existing advert account as follows:

  1. From the Business Manager dashboard, click on Add Advert Account, then Add Advert Account again, and then enter the advert account ID, which you could find in Ads Manager.

When you do not already have a Fb adverts account, here’s how to set one up.

  1. From the Business Manager dashboard, click on Add Advert Account, then Create Account.

Add Ad Account button on Facebook Business Manager setup

  1. Enter your account details, then click on Next.

Adding company details window

  1. Indicate that you’re utilizing the advert account for your own business, then click on Create.

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

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

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

  1. From your Business Manager dashboard, click on Add people.
  2. In the pop-up box, enter the business email address of a team member you wish to add. This may include employees, freelance contractors, or business partners, In this step, you’re particularly adding individuals, rather than an agency or another business (you could do that in the next step).

You could decide whether to give these individuals limited account access (select Employee access) or full access (choose Admin access). You could get more particular in the next stage. Ensure to add people utilizing their work email addresses. Then click on Next.

Choose admin access permissions for Facebook Business Manager

  1. On the left menu, click on Pages. Select which pages you want this team member to work on. Customize the individual’s access utilizing the toggle switches.

  1. Go back to the left menu and click on Advert Accounts. Again, customize the user’s access utilizing the toggle switches. Once you’re completed, click on Invite.

In the left menu, you will also see options to add people to catalogs and apps, however, you could skip these for now.

  1. To add more team members, click on Add More People. Once you are completed, click on Done.
  2. Now you should wait for each of the individuals to accept your invitation to be a part of your Fb Business Manager team.

They’ll each receive an email with info about the access you have given them and a link to get began, however, it would be a great idea for you to send them a personal note or let them know directly that you are giving them this access and they need to expect the automated email with the link.

Access given screen

You could see all your pending requests from your dashboard, and withdraw them at any time for people who haven’t responded.

If somebody with access leaves your company or switches to a different role, you could revoke their permissions. Right here’s how:

  1. From your Business Manager dashboard, click on Business Settings at the top right.
  2. On the left menu, click on People.
  3. Click on the name of the appropriate person. To remove them from your team, click on Remove. Or, hover over the name of an individual asset and click on the trash can icon to remove it.
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