If someone else works on your Facebook page and ads, then you should consider using the Business Manager.
It can potentially save hours of your time every week managing page roles, granting access to ad accounts, and scaling your Facebook business assets. Whether you are a small business owner or a consultant, you stand to benefit from using Business Manager
If you are a business owner
As a business owner, you can easily assign any number of employees and consultants to a page or ad account just by adding their email addresses or personal Facebook accounts.
If you own several Facebook pages, you can also manage all of them through Business Manager, whether they belong to the same business or not.
Perhaps the most exciting feature in the Business Manager is that you can group several pages and ad accounts together under a project, and assign any team member to all of these pages and ad accounts with just one click.
If you are a consultant
If you work in an agency or as an independent consultant, you can request for access to your client’s pages or ad accounts simply by providing them with your email address or personal Facebook account. Gone are the days when you had to tell every client to set up their payment method and grant you access to every single Facebook page. More time saved!
Of course, you will still need to set up your payment method at least once. All the instructions will be detailed in this guide so you can always refer to this guide or refer your clients to this guide if you need to.
Convinced? If you feel that now is not the right time to set up Business Manager, go ahead and bookmark this guide and refer to it again next time. Or receive a guide that helps you generate leads on Facebook next week by signing up here (BIG hint).
Setting up your Business Manager is easy and should take no more than 10 minutes.
Create your Business Manager account [2 minutes]
First, head over to http://business.facebook.com.
Scroll down to where you see a video like the one above and click on the “Get started” button.
You will land on this page, which tells you that you should assign someone primarily in charge of your Facebook page to create the account. I would advise that the business owner creates the account or have someone create the account using your Facebook account, unless you are sure that the primary person assigned will not leave the company.
Each Business Manager has a primary Facebook page set up under it. As a result, it might cause you unnecessary trouble to recover the ability to manage your page if the person tasked with creating the account leaves your company.
Before you continue, you should have these two things ready:
- Your employees and/or consultants’ work email addresses, if you are planning to have them work on your page
- Your payment method information to set up an ad account
Once you’re ready, click on the “Next” button to proceed.
You shouldn’t take more than 10 seconds on this page.
Since I’m writing this guide for business owners or consultants, you shouldn’t worry about the app developer option. If you’re working in an agency, check off the agency tick box. If you’re a business owner, check off the advertiser tick box.
Check off the necessary tick boxes for the next two questions as well. For most of you, it should just be the first box.
Next, type in the name of your business and choose which page you want to manage using the drop-down menu as shown. Don’t take more than 10 seconds to do this.
In case you haven’t created a Facebook page, Facebook also provided an option for you to create a page from this step.
We’re at the final step of the initial setup. Type in your first and last name as well as your work email address. You will use your email address to log in to Business Manager.
Now that you’re ready to organise your Facebook business assets properly, take note that I have structured the rest of this guide using questions that will help you decide if you should pay attention to it. If you don’t have to, go ahead and skip to the next question.
Is anyone else going to work on your Facebook page or ad account? [5 minutes]
If your answer to this is yes, then here are the instructions for you.
First, click on “Settings” in the menubar as shown above.
Then, click on the “People” tab on the left sidebar.
Then, click on the “Add new person” button on the right as shown above.
A popup like the above should appear. You’ll need to complete four simple steps. I’m going to simplify the explanation from here on so that you can save time instead of trying to understand all the nitty gritty details here.
First, unless you want someone to have the same kind of permissions you have, choose “Add as Business Manager employee”.
Second, type in all your employees’ and consultants’ email addresses whom you want to have employee access to your Facebook page and ad account and click on the “Add people” button on the bottom left.
If you’re allowing another group of people to the same kind of permissions you have, choose “Add as Business Manager admin” and repeat the second step above.
Now, select the page (not ad account or business manager account!) you want to allow your co-worker access to. If your co-worker does not require access to any of your Facebook page, you can skip and go to the next step.
Else, assign them their page roles by choosing from the drop-down menu on the right.
The possible page roles are:
- Page admin - Can manage all aspects of the Page including sending messages and posting as the Page, creating ads, viewing insights, and assigning Page roles.
- Page editor - Can edit the Page, send messages and post as the Page, create ads, and view insights.
- Page moderator - Can respond to and delete comments on the Page, send messages as the Page, create ads, and view insights.
- Page advertiser - Can create ads for the Page and view insights.
- Page analyst - Can view insights.
These page roles are the same as what were previously available to you when you managed your Facebook pages individually. Do take note that this is different from the role you assigned these co-workers to earlier. Those roles you chose in the previous step - Business Manager admin or employee - applies to the Business Manager account.
Once you’re ready, click on the “Next” button on the bottom right.
Similar to the previous step, you’ll assign a role to this user for your ad account(s). If this co-worker does not need access to your ad account, you can choose to skip this and go to the next step. If you have not set up your ad account, scroll down to the question that reads, “Do you intend to run ad campaigns? [2 minutes]” for instructions on how to set it up.
Once you have selected the ad account(s) you want him or her to have access to, click on the drop-down menu on the right and assign them a role.
The possible ad account roles are:
- Ad account admin - Can manage all aspects of campaigns, including creating reports, viewing and editing billing details and assigning account roles
- Ad account advertiser - Can see and edit ads and set up ads using the payment method associated with the ad account, but can’t set account level
- Ad account analyst - Can view ad performance
That’s it! You should see a confirmation note that tells you how many people you have given access to, what permission levels you gave them, as well as the number of pages and ad accounts you assigned them to.
Do you have more than one Facebook page? [1 minute]
If you do, then follow the short instructions below to add all your Facebook pages to your Business Manager.
Similar to what you saw above, first click on “Pages” on the left sidebar followed by the button that reads “Add new page”.
On this screen, if you’re a business owner, you can choose whether to add an existing page or create new page. If you work in an agency and you would like to request for access to page, choose the first option.
I’ll select the second option in this case but both the first and second options will require the same information from you in the next step.
Type in the name of the page which you want access to within your Business Manager and click on the “Claim page” button on the bottom right.
Do you intend to run ad campaigns? [2 minutes]
If you do, then follow the simple steps below to prepare for your first ad campaign!
Fret not, the process is as simple as the ones you see above.
First, select “Ad accounts” on the left sidebar and click on the button that reads “Add new ad account” on the right.
From here, you can either add a new ad account, gain control of an existing one you created before setting up Business Manager, or request access to one if you are the consultant of a client.
I will go ahead with the first choice to explain how you can set up your ad account.
It takes only one step to create your ad account.
First, give your ad account a name. It doesn’t really matter what you name it.
Select the page that this ad account is advertising for.
Choose a time zone. I highly suggest that you set this up based on the time zone you are in, or that of your advertisers’. Because you cannot change these settings apart from the name of your ad account as well as the page it is advertising for, it is crucial that you select a time zone that will free you from headaches.
For instance, I find it a hassle to manage my clients’ ad accounts from a different time zone, because I need to convert their time zone manually to schedule their ad campaigns.
However, you might also not want to tailor the time zone of your ad account to the person buying and managing your ad campaigns, because he or she might not be managing your ad campaign forever. Hence, I’d suggest that you set it as your time zone.
Select the currency of the ad account - choose the currency which you want to pay in.
Finally, select a payment method from the drop-down menu below. If you haven’t added any payment methods before or if you wish to use a different payment method from what you have, you can also select the choice “Add payment method later” from the same drop-down menu.
Clicking on the “Create ad account” button should bring you to this screen, where you can choose to grant access to both your employees and consultants.
Once you’re done, click on “Save changes” at the bottom right and you are good to go!
[BONUS] Do you have more than one Facebook page and ad account and you need to assign some people to work in some pages and ad accounts but not the others? [5 minutes]
If you have some time left, I’d like to bring your attention to an amazing new feature offered by Business Manager - Projects.
Medium to large business marketing teams and agencies are likely to find this more useful than small business owners.
With Projects, you can organise Facebook pages and ad accounts as a group and assign the team in-charge to it with just a click. This saves you a lot of time from adding each team member to each page and ad account.
First, go to the “Projects” tab on the left sidebar and click on the “Create new project” button.
Give your project a name, for example, the team or client name if you are an agency or the agency name if you are the client.
Select the pages you want to include and hit the “Next” button.
Similarly, select the ad accounts you want to include, hit the “Finish” button and you’re all set!
It is your turn
Are you still managing all your pages and ad accounts separately? Facebook has not yet made it compulsory for all businesses to manage their assets using Business Manager, but I think it will happen sooner rather than later. So go ahead and wait out until the announcement is made. In the meantime, you can bookmark this guide and refer to it when you need it again. I will be making an effort to keep it as up-to-date as possible.
If you hope to see more detailed guides that teach you not just how to set up and manage Facebook ads on a daily basis, but also ways to generate leads and sales using Facebook ads, remember to sign up for my weekly column here.