Your Facebook Business Manager’s manual

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Your Facebook Business Manager’s manual – To get started with Business Manager, learn everything you need to know, from creating an account and adding assets to granting necessary permissions to your team members.

What is the business manager?

Business Manager allows marketers to centralize their marketing efforts and share assets with their team, partner companies, and suppliers.

With this tool, what can you do?

  • Create and manage numerous properties, such as a Facebook profile, Instagram account, audience list, or product catalog, in a single location.
  • Maintain control of user access and permissions, as well as possession over all your resources, for anyone who works on your ad pages, sites, and applications.
  • Track your Facebook and Instagram ads more efficiently with short overviews and simple views of your ad spending and impressions.

Create your account

The configuration method is straightforward. Follow these steps to get started.

  • Navigate to/build enterprise.facebook.com and click the Create Account button.
  • Enter your name and confirm your identity using your Facebook login credentials.
  • Follow the prompts to create your business account.

Add properties and grant privileges

Businesses and government departments use a variety of procedures.

For a business *

  1. Setup – People and Properties – People are the two options.
  2. Assign authorized agents ad accounts and pages with appropriate place permissions.
  3. Navigate to Company settings – Link some Instagram business accounts to Instagram accounts.
  4. Attach at least two employees to the business manager’s executive team, and the rest to the business manager’s staff.
  5. Go to Sites – Add New Pages – Request a Page to Link to Facebook. Your argument will be acknowledged immediately if you are a Page Administrator. If you are not a Page Administrator, a note will be sent to the current Page Administrator requesting that the claim request be accepted.
  6. Go to Ad Accounts and create a new ad account. You will be able to add an account you own or request access to another Business Manager-owned ad account by supplying the ad account ID. The ad account should be held by the company that pays the invoices.

AGENCY

  1. Setup – People and Properties – People are the two options.
  2. Attach at least two employees to the business manager’s executive team, and the rest to the business manager’s staff.
  3. Go to Sites – Add New Pages – Page Access Request. Select the appropriate page admin access level for your employee (s).
  4. Go to Ad Accounts and create a new ad account. You will be able to add an account you own or request access to another Business Manager-owned ad account by supplying the ad account ID. The ad account should be held by the company that pays the invoices.
  5. Add some Instagram business accounts using your Instagram login credentials.

You may add organizations to your Business Manager as partners and give them access to your owned assets. Partner companies can then handle user permissions for their employees under their company’s Business Manager, so you won’t have to worry about work changes within the department.

If your customers have appointed you as their personal Business Manager, they can grant you access to their Business Manager settings by entering your Agency Partner ID.

Assign levels of access to your team

Giving permission to individuals in your company and those who can work on your behalf is one of the most important aspects of a Business Manager. Setting up several layers of access to your marketing team helps you to have more control over your assets and data.

Assets that existed prior to your Business Managers accounts, such as pages, ad accounts, and pixels, will remain connected to your personal account with your initial permission settings. Shift all company-owned properties to the Business Manager to avoid confusion.

Within the Company Manager, there are two levels of permission. Here’s a rundown.

Layer 1: Company Manager-specific positions

Admins of Business

Business managers can oversee all facets of the Business Manager, including adding and removing individuals from the employee list and modifying or eliminating the business.

Staff in Company

The company staff has access to all data in the company environments, and business managers can assign tasks, but they cannot make changes.

Further reading:

Layer 2: Positions through websites and other tools

The pages

Pages are properties that are managed by the company that they represent. Pages can only be claimed by one Business Manager at a time, but they can have multiple Partners or individual accounts viewing, uploading, and buying ads. This also includes Instagram accounts and programs.

Accounts of Ads

Ad accounts allow businesses to purchase advertisements on linked pages or apps. Any ad account should have a payment method and an authorized user who can purchase ads using that account. Ad accounts should be held by the Company Manager of the party managing invoices. Ad accounts, on the other hand, can be shared with another company so that they can run advertisements or conduct analytics on your behalf.

Applications

Ad accounts allow businesses to purchase advertising on linked pages or apps. Any ad account should have a payment method and an authorized user who can purchase ads via that account. The ad accounts should be owned by the Business Manager of the party managing invoices. However, ad accounts can be shared with another agency so that they can run ads or conduct analytics on your behalf.

The Pixel

Each Business Manager can produce up to five pixels, which can be shared with Business Manager partners. If someone else is handling your advertisements for you, you can add them to the pixel partnership by selecting “Assign partner” and entering their business ID.

Audiences

Shared audiences allow other people to access the audiences you’ve generated for your ads. You may bulk-share Custom and Lookalike Audiences between ad accounts and/or media agencies if both the sharer and receiver are linked to a Business Manager.

Confidentiality and confidentiality

You can use your personal Facebook details to build your Business Manager account. Coworkers would not be able to view non-public details on your Facebook profile if you are person Facebook friend.

It ensures transparency by using your personal identity and enables you to see who makes changes to account assets. If odd behavior is observed, you can easily contact the individual who made the shift. When single-user accounts are used by multiple users, this level of detail is not possible.

Furthermore, Facebook does not allow the sharing of personal accounts and credentials.

Facebook operations delete accounts on intent, in breach of Facebook’s terms and agreements. If you use a mutual or false identity, this account can be disabled, disrupting your business operations.

Setting up methods for payments

Payment methods are needed to build advertisements on Facebook. When you first set up your Business Manager, take the following steps when assigning payment methods.

  1. Add the payment methods you want to use in Company Settings – Payments – Add payment system.
  2. If you apply for a line of credit, make sure it’s available in the Business Manager section. You can do so by contacting your sales manager on Facebook or by going to facebook.com/business/resources and selecting the subject “Billing and payments.”
  3. Describe permission levels in the “Finance positions” section. Choose “Finance writer” for those who will need to access credit lines or invoice information, and “Finance analyst” for those who will only need to view the information. 1.  Go to Business Manager – People and choose the person who is in need of a job. 2. Select the edit icon next to the person’s name. Make the required selection in the ‘Finance role’ dialog box.
  4. Update the email addresses that need to receive invoices in Payments – Account Credit – Invoice emails.
  5. In Settings – Payments, you can see your outstanding credit line distribution (balance) and overall health.
  6. Share the credit line with other business executives, such as agencies, who would need to use it.

After you have completed the initial payment method set up, you can build ad accounts and assign payment methods and lines of credit to them as required on a daily basis.

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