Inside of Adlab we teach business owners how to use Facebook ads to grow their business. In our trainings, we always recommend that members manage their Facebook ads from the Facebook Business Account Manager, instead of their personal ad account. The number one question I get asked every single time is:
Should I set up a business manager even if I am not managing ads for clients?
The short answer is Yes. But there is an explanation. You see, the business editor is the most comprehensive tool to manage your ads on Facebook (AND Instagram). PLUS, when the time comes to scale or expand your business or should you decide to take on clients, the transition will be virtually seamless.
Why You Should Use the Facebook Business Manager
Managing different Pages, accounts and ads can become a huge pain in the butt by itself, especially if you ever plan to have someone helping manage the accounts. Not only is the business account more convenient, it is the safest way to protect your assets.
The business manager allows you to view all of your pages, ad accounts, the people who have assigned page roles and more. By assigning page roles, you can limit how much access another person has in your accounts. You can give them access to simply post on pages, to create ads or have full admin privileges on any or all of your pages and ad accounts. The bonus is you don’t have to be their friend on Facebook.
If you ever need to revoke access to more than one of your business’s Facebook assets for someone who no longer works for you, you can do so quickly without the hassle of going to each page individually. You simply go to the People section in Business Manager and remove all of their access in one click.
The manager is also the best way to keep your personal profile and pages separate from your business pages and it’s completely free.
The Business Manager Account Setup
Setting up the business account manager is very easy. The good news is that it only takes 10 minutes or less to complete, and I am going to walk you through each step, to make it that much easier.
Gather Facebook Account Details
Before you get started, there are a few things you want to have ready, to shorten the time needed to set up your account. This information will help you confirm your account
- Facebook account login details for your Business Pages
- Email Addresses (Facebook accounts with whom want share account access)
- A Facebook Ads Account (If you haven’t set up your Facebook Ads Account, don’t worry. You’ll have the opportunity to set it up with the Business Account Setup Wizard.)
Create Your Facebook Business Account
So, now you’re ready to get things started. Go to http://business.facebook.com. Make sure to read through the page to familiarize yourself with the Business Manager. Then, click on the “Create Account” button.
If you’re planning to advertise on Facebook and Instagram, you will need to add those accounts. Have your account information ready. You must have at least one business page set up as the primary account. If you need to add others pages or accounts, you can do it at a later time.
Enter your Business or Company Name, and click “Continue”. (This is NOT your client’s name! Those can be added later)
Enter your name and professional email, then click “Finish”. (For campaign notifications)
When the page loads it will look like this:
Next, you will select “Claim Assets” and then click “Page”:
Next, enter the link to your Facebook business page, select it from the suggested drop down and click “Claim Page”. (This is not for a client’s business)
Next, you will select “Claim Assets” and then “Ad Account”:
When the page loads it will look like this. Then, you can customize the account by adding a cover and profile photo if you choose.
Connecting Your Instagram Account to the Business Manager
Connecting your Instagram account is extremely simple as well. First, go to the “People and Assets” tab of the Setup Guide, and scroll down to the Instagram icon tab. Once there, click the blue “Claim New Instagram Account” in the upper righthand corner.
Then, enter your Instagram login information and click “Next”. On this screen you will select the Instagram ad account you want to use, and again click “Next”, followed by “Done”.
Managing Account Settings in the Business Manager
After your initial setup, you may need to request access to additional pages or ad accounts for clients. To do this, click “Setup Guide” in the upper right hand corner of the business manager dashboard.
From here you can create, claim, and request access to Pages, Product Catalogs and Ad Accounts. You can also add account admins and employees.
To manage your pages, accounts and previously assigned page roles after creation, simply click the People and Assets tab inside the Setup Guide.
Simply follow the on screen instructions when adding team members to assign Pages, Ad Accounts and Product Catalogs, as well as set specific roles and permissions. Each person must have their own personal Facebook account. You must also provide an email for Facebook to correspond with them by.
The 6 Different Types of Roles for People Who Manage Pages
The admin has the most authority and access of all the current Page roles. The admin can manage and assign all other Page roles and settings. It is imperative that your businesses strictly limit who has this role for security purposes. Admins can also do anything the other roles can do, including:
Edit the page, and add apps (including posts and comments)
Send messages via the Page
Remove and ban people from the Page
Create ads (this means they see the financial information)
View Analytics about the Page
The editor role is perfect for employees who create content for the business’s Facebook Page. It is also great for managing day-to-day activities. The editor has the same access of an admin, but cannot assign Page roles and or manage settings.
The moderator is best fit for the customer service team member of a business. A moderator can answer questions and respond to comments, but cannot create content for the Page. They can also remove and ban people from the page, create ads and view Insights.
The advertiser role is simply for anyone who creates ads for the Page. This role also has permission to view Page Insights.
An analyst has the least amount of control and access of all the roles. They can only view Facebook Page Insights. This would be best suited for an employee who works with content strategy and planning.
A live contributor is someone who can only do live video streams from the page.
Once you assign a role, Facebook will send the team members an email with instructions to the email address you provided. They must accept that invitation via email. If the email doesn’t arrive within a few minutes, ask them to double check their spam folder.
As a business owner, it’s important to maintain complete control of your Facebook Page and to limit who else has access. The roles can certainly benefit the business by allowing multiple to people perform different duties to help maintain and update the Page regularly. Make sure you assign roles accordingly. Even if you trust your team members, monitoring the page activity will help prevent any surprises that could adversely affect your business.
While it all sounds like a ton of work, it is not as time consuming or difficult as many people fear it to be. The best part is it can all be done in less than 10 minutes!