Do you want to keep your Facebook accounts more secure?
Whether you oversee one or many Facebook pages, Facebook Business Manager puts everything you need in one central place.
In this article you’ll discover how to use Business Manager to securely manage pages, admins, ad accounts and more.
Why Use Facebook Business Manager?
The best reason to use Business Manager is to keep you focused on your work.When you log in to Business Manager, you’re taken directly to your business assets on Facebook. From there, you can access your pages, Ads Manager, Power Editor and other business–related assets without seeing your personal news feed or notifications.
Discover a complete guide to using Facebook Business Manager.
The second-best reason to use Business Manager is to keep everything organized and secure. If you manage more than one Facebook page, ad account or other asset for yourself or your clients, there’s a lot of back and forth to get from one asset to the next. More importantly, it’s difficult to oversee everything you and others are able to access.
Business Manager allows you to quickly see all of your pages, ad accounts, the people who have assigned roles and much more. This is especially handy when you need to revoke access to several of your business’s Facebook assets for someone who no longer works for you. Instead of having to go to all of your business assets to remove that person, you simply go to the People section in Business Manager and remove their access to everything in one click.
Speaking of people, with Business Manager you don’t have to be friends with people you assign roles to for your pages, ad accounts, and so on. You simply use Business Manager to assign roles. They never have to see your personal profile and you don’t have to see theirs.
Now that you know why you should use Business Manager, here are the things you can do with it.
If you’re new to Business Manager, first set up your account at business.facebook.com. Then take the following steps.
#1: Create New Business Assets
If you have no business assets (pages, ad accounts and product catalogs) when you sign up for Business Manager, create them using the Add New menu.
Add new assets in Business Manager.
#2: Claim Your Business Assets
To claim business assets you own (pages, ad accounts, apps, etc.), use the Claim Assets menu. These assets will be added to your Business Manager immediately, since you have full control of them.
Claim your assets through Business Manager.
This is extremely important to note when claiming ad accounts. While pages can be removed from Business Manager, ad accounts cannot. Thus, you don’t want to claim an ad account that doesn’t belong to you.
If you’re interested in claiming your own Instagram account to a page or ad account for advertising through Business Manager, do this under the Business Settings menu by clicking on Instagram accounts. Then select the Claim New Instagram Account button at the top right to begin the process.
Claim Instagram accounts through Business Manager.
#3: Request Access to Business Assets Owned by Others
If you’re not the owner of an asset (page, ad account or product catalog), use the Request Access menu to add them to your Business Manager.
Request access to business assets that belong to your clients.
Remember, this is the option you should use if you manage assets for clients or any assets you don’t own.
#4: Manage All Your Business Assets
Once you have created, claimed and requested business assets, you will be able to manage them using Business Manager. When you log into Business Manager, you get an overview of the analytics for each asset.
See analytics for your ad accounts and pages as soon as you log in.
Manage all of your assets in Business Manager.
Click on Pages to see a list of all of the pages you have access to within Business Manager. Select a specific page to view additional details and options for that page.
Click on Pages to see them in your Business Manager.
Click on the page’s link under the page name to view your page and edit it.
Click on the link under your page name to manage your page in Business Manager.
You have two options if you want to use Facebook as your page. Click on the link at the top right to Use Facebook as Your Page. Alternatively, click on the View Pages Feed in the left sidebar box to be taken outside of Business Manager.
Select the View Pages Feed (or click Use Facebook as your Page) to access it within Business Manager.
Engage with other pages as your page within Business Manager.
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Find new pages to like with your page. Click the green button and do a search.
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If you only have one ad account in your Business Manager, click on the Ads Manager or Power Editor links in the menu to access those specific areas for your ad account.
Go directly to Ads Manager or Power Editor if you have only one ad account.
View information for each ad account.
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To view and use your Ads Manager, Power Editor or Payment Methods for the ad account, click on the links under the ad account information.
Click on the links below the account to view Ads Manager through Business Manager.
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Have you created any apps in the Developers section of Facebook for your business? Add them to your Business Manager and manage them from there.
Manage any apps you created in Business Manager.
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Pixels
If you have the new Facebook pixel for your ad accounts, you will find them listed here. Edit each ad account‘s associations and partners as needed.
View and edit pixels in Business Manager.
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Product Catalogs
Any product catalogs for your business will be listed in this section. Create new product catalogs and manage existing catalogs from this view as well.
View product catalogs in Business Manager.
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#5: Assign People or Add Partners
When giving others access to your business assets such as pages and ad accounts, you have the option to either assign people or add partners.Here’s how to understand the difference:
- People are individuals you give access to business assets. For example, if you are working with a Facebook consultant, you would give that person a specific role to access your pages, ad accounts and other assets as needed to manage them by adding them via email.
- Partners are businesses you give access to business assets. For example, if you’re working with an agency, you would give the agency a specific role to access your pages, ad accounts and other assets. Add them via their Business Manager ID. The agency would then assign employees specific roles to access to your pages, ad accounts and other assets, as needed, to manage them.
To assign people, use the Add New menu and click on People.
To get started, click Add New and select People.
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Enter someone’s email address, and then add him or her as an employee or admin.
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If you don’t want to assign a specific asset from a particular group, use the Skip button at the bottom right instead.
Assign people specific roles for each asset.
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Click on People to view history, assign assets, cancel invitations and remove them.
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To add partners, go to the business asset you want to assign to them, such as the Facebook page, and click the Assign Partner button.
Go to a specific asset to assign a partner.
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Assign roles to partners in Business Manager.
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View and remove partners, if needed.
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Go to the business asset to edit roles for people and partners.
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#6: Organize Business Assets Into Projects
If you have a lot of pages and other assets in your Business Manager, you may want to use Projects to organize them. To do this, go to the Business Settings menu and click on Projects. Once there, add a new project and assign pages, ad accounts, product catalogs, Instagram accounts and apps to the project.
Create a new project to organize pages and other assets.
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Projects aren’t required. However, they come in handy if you have a huge list of pages or ad accounts to go through when assigning people or partners, since you can filter by project.
Use projects to easily filter pages, ad accounts and other assets.
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#7: Browse Additional Options
While we’ve gone through the main functions of Business Manager, here are some other features to explore.Navigation Menu
At the top right of your Business Manager, you’ll see the email address you used to sign up for Business Manager. Click on this to find the option to switch back to your personal profile. This allows you to view your personal news feed and notifications or log out of Facebook.
Click on the drop-down to go to your personal profile or log out of Facebook.
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Payment Methods
Under the Business Settings menu, click on Payment Methods to add credit cards to use with specific ad accounts.
Update payment methods in your ad account.
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This feature within Business Manager is being deprecated. People with shared logins in Business Manager must upgrade to Business Manager.
Requests
If someone requests to claim or access one of your business assets, it will show up in Requests under the Business Settings menu.
Preferences
To receive email notifications for specific Business Manager–related events, configure those settings in your Preferences under the Business Settings menu.
Configure notification preferences in Business Settings.
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Go to Info under the Business Settings menu to edit your business name, primary page selection, find your Business Manager ID to give to others for partner access, request security code access and configure other settings.
Go to the Info menu to edit business settings.
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What do you think? Do you use Business Manager for your pages, ad accounts and other assets? How is it working for you? Please share your experiences and tips in the comments.
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