Facebook Business Manager Setup


Business Manager helps you manage your ad accounts, Pages, apps and permissions, all in one place. Before you set up Business Manager, it’s important to understand its structure as well as its key benefits.

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Module Outline and Objectives:

  • Understand the difference between Ads Manager and Business Manager

  • Why you should use Business Manager

  • Set up your Business Manager account

  • Use the features of Business Manager

  • Navigate the Business Manager structure

  • Manage account roles and permissions

About Business Manager

Business Manager helps you integrate Facebook marketing efforts across your business and with external partners (if you choose). You can use this free platform to run and track your ads, manage assets such as your Pages and ad accounts, and add an agency or marketing partners to help manage your business.

Important note

Once Pages are imported into Business Manager, they can no longer be accessed outside the tool. 

After Pages are imported into Business Manager: 

  • You'll manage your assets in Business Manager, rather than from your personal Facebook account. 

  • Only people who have been granted access to the associated Business Manager account will be able to access ad creation, editing and performance reporting tools for the Page.

Structure

Business Manager is an umbrella tool that sits above Facebook’s self-service tools Ads Manager, Reporting and Pages.

At the top, Business admins have full access, and may create necessary permissions for anyone who works on specific Pages or ad accounts.

Facebook Business Manager

Key:

  1. Agency Business Manager

  2. Business Admins

  3. Permissions

  4. Pages

  5. Business Employees

  6. Ad Accounts

Why Business Manager?

  • You need more than one ad account

    • Create separate ad accounts for every client or business you serve, pay for ads with different payment methods, and organize by objective for reporting.

  • You need to request access to Pages or ad accounts

    • If you have clients you can request access to their Pages and ad accounts to become an analyst or advertiser.

    • You can allow specific, role-based access to ad accounts, Pages, and other assets that your business manages, as well as easily see who's working on what.

  • You need business level insights and reporting

    • See the performance of your ads across different ad accounts and get reports of the assets and people your business is responsible for.

The Business Manager interface

Your Business Manager dash has three primary tabs: HomeAd Account Overview and Activity. From the dash you can access many of your day to day needs.

Home

Here you'll find:

  • Security features

  • Pending requests

  • Ad accounts

  • Pages



Ad account overview

From this tab you can run custom reports and access a range of performance metrics including:

  • Total Spend

  • Total Impressions

  • Reach 

  • Frequency

  • CPMs



 Activity

Under this tab you can see recent role changes to everyone who has access to your Business Manager.




Create your Business Manager

Once you’re ready to create a Business Manager, follow these steps:

Go Here: Click Create Account.

Facebook Business Manager

Enter your business name and click Continue.

  • Enter the your name and email (or those of the primary Business Manager admin).

  • Click Finish.

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Add a cover photo and logo.

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That's it! You've created your account. Next, you'll need to add Facebook Pages, Ad Accounts and People.

Add Pages

It is essential to have at least one Facebook for your Business Manager.

Click Add Page. You can add a Page you own, request access to someone else's Page, or create a new one.

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Add the name or URL of your Page. Then click Add Page.

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If you're an Admin on that Page, it will be added to your Business Manager automatically. Otherwise a request will be send to the Admin and once accepted, the Page will be added. 

You can add additional Pages later by clicking Business Settings.

Add Ad Accounts

  • Click Add Ad Account.

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Enter your Ad account ID number, and click Add ad Account. You can add additional ad accounts later by clicking Business Settings.

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Add People

Enter the email address for each person you want to add.

  • In most cases, we recommend adding people as employees and then assigning specific accounts and tools to them, however if you want this person to have full access to Business Manager select Admin access

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  • Click Next.

Assign access to Pages, Ad Accounts and Catalogs.

  • Select the assets you want to assign access to.

  • Select the Role you want this person to have.

  • Click Invite. This person will receive an email inviting them to the Page, Ad Account or Catalog that you've added them to.

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Click Add More if you have additional people you want to add, otherwise click Done.

Business settings

Once your Business Manager is up and running, you can add people, Pages, ad accounts and more by clicking Business Settings.  Here you can also add partners, apps, instagram accounts, data sources and other assets.

Add people, partners, Pages and ad accounts

To add people, under Users, click People. From here you can add people and assign or change their business roles and which Pages and ad accounts they have access to. The process is similar for Partners (for example, ad agencies you're working with).

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To Add a PageRequest Access to a Page or Create a New Page, under Accounts, click Pages.

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Similarly, to add ad accounts, under Accounts, click Ad Accounts. From here you can Add an Ad Account you control, Request Access to an Ad Account someone else controls, or Create a New Ad Account.




Business info

Here you can:

  • Access your Business Manager ID

  • Change security settings

  • Manage notifications

  • Update basic information such as the name of business and name and email of the primary account holder.

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Brand Safety

Some people may want to avoid showing ads adjacent to controversial content or material that doesn't fit their brand, so Facebook provides a variety of options for advertisers to control where their ads appear across the Facebook family of apps and services. Advertisers can block delivery of ads to specific apps, domains and Pages by creating Block Lists at the Business Manager, ad account or campaign level. 

To add block lists, click Brand Safety and select Block lists.

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Ad account roles

Admin

  • Can manage all aspects of campaigns including creating reports, viewing and editing billing details and assigning account roles

Advertiser

  • Can see and edit ads and set up ads using the payment method associated with the ad account, but can't set account roles

Analyst

  • Can view ad performance


Page roles

Admin

  • Can manage all aspects of the page including sending messages and publishing as the page, creating ads, viewing insights and assigning Page Roles

Editor

  • Can edit the Page, send messages and publish as the Page, create ads and view insights

Moderator

  • Can respond to and delete comments on the Page, send messages as the Page, create ads and view insights

Advertiser

  • Can create ads for the Page and view insights

Analyst

  • Can view insights

Business Manager roles

Admin

  • Add and remove employees and partners

  • View and edit business settings

  • Add and manage Pages, ad accounts or other assets

Employee

  • View business settings

  • Be assigned to manage Pages, ad accounts or other assets


Check On Knowledge:

  1. Who creates a Business Manager account?

    A. Page admin

    B. Business admin+

    C. Ad account admin

    D. Analyst

  2. You can create multiple ad accounts in one Business Manager?

    A. True

    B. False

  3. There is added security for business who utilize a Business Manager?

    A. True

    B. False

  4. If you've been assigned an Analyst role, which action can you perform?

    A. Create ads

    B. Manage admin permissions

    C. Edit ads

    D. Access reports

Source: Facebook

Answers: 1:B | 2:A | 3:A | 4:D

Downloads: Business Manager Setup Worksheet | Business Manager Setup Slides

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