How To Set Up Your Business Manager Account | Why Business Manager? | Business settings | Brand Safety

Set Up Business Manager

Navigating Business Manager

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.

Important note:

After Pages are imported into Business Manager: 

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

Structure

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

It's designed to reflect an organizational hierarchy

At the top, Business admins have full access and may create necessary permissions for anyone who works on specific Pages or ad accounts. The key lists a few assets, but there are many more that are used in Business Manager.

Key:

1. Business Manager
2. Business Admins
3. Permissions
4. Pages
5. Business Employees
6. Ad Accounts

In certain situtations:

• Multiple business employees may manage the same Page or ad account.
• One business employee may manage multiple Pages or 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 need to request access to Pages or ad accounts

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: Home, Ad 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 to set it up:

Identify who in your business needs to be granted a role in your Business Manager, starting with a primary admin. Your main admin might be:

• A person who manages the business’s primary Facebook Page, permissions, or main ad account.
• A social media manager, or someone who oversees and manages social media accounts and teams for the business.
• A person responsible for onboarding, setting up company emails and granting new team members access to tools.
  
  

Ideally, the person who will be the primary Business Manager admin should complete this setup, although it's not required. In order to create and manage the account, the primary Business Manager admin needs access to:

• Your company's Facebook Page, in an admin role.
• Ad account ID numbers for any business assets that should be included in the BM, such as ad accounts, Pixels, catalogs
• Email addresses for the employees, co-workers, and partners who need to be assigned roles on the account.

Go to Facebook Business Manager Overview.

Click Create Account.

• Enter your business name and click Continue.
• Enter your name and email (or those of the primary Business Manager admin).
• Click Finish.

• Add a cover photo and logo.
• 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.

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

If you're an Admin on that Page, it will be added to your Business Manager automatically. Otherwise, a request will be sent 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.

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

Adding an ad account moves it into Business Manager. Going forward, only your business will be able to assign permissions to this account. Once you’ve added an ad account in Business Manager, you can’t remove it.

Add People

Click the arrow at the bottom of the flow chart to continue.

• Click Add People.

• Enter the business email address.
  
  
• For each person you want to add, you’ll then need to add them as admins or employees. You should only add people to your account if they are employees of your business. However, if you want this person to have full access to Business Manager select Admin access.
  
  
• Click Next.

• Assign access to Pages, Ad Accounts, and Catalogs.

• Select the assets you want to assign access to.

• Select the level of access they need.

• Click Invite and they will get an email inviting them to the Page, Ad Account, or Catalog that you've added them to.

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

Business settings

Click the arrow at the bottom of the flow chart to continue.

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).

To add a Page, Request Access to a Page or Create a New Page, under Accounts, click Pages.

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 the business and the name and email of the primary account holder.

Brand Safety

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

To add blocklists, click Brand Safety and select Blocklists.  For more detail about blocklists and other brand safety tools, enroll in the Blueprint course Brand Safety Across the Facebook Family of Apps and Services.

Structure recommendations and considerations

When to create multiple Business Managers

Typically, we recommend creating just one Business Manager account. However, there are instances where you may need a few. You should only create multiple Business Managers if your company:

• spans multiple regions and you need to receive invoices in multiple currencies, then create one Business Manager for each credit line/currency operates in a way that's siloed, with limited transparency across lines of businesses (brands, divisions, regions), create one Business Manager for each line of business.
• has open transparency across lines of businesses, creates one Business Manager, and uses Business asset groups to organize business assets for teams within a single business.
  

How to establish multiple Business Manager accounts

If one of these instances applies to a business,  to establish multiple Business Manager accounts, a regional structure can be set up for any global business that meets the following general criteria:

• Agency has many clients
• Agency Facebook team is large and disperse across clients
• Agency has multiple offices

The Facebook agency team would help the agency set up a local Page structure for each office under the agency’s global Page. Each office would then create its own Business Manager account on top of those local Pages, as shown below:

Create an ad account structure in Business Manager

• If you have a business-owned direct line of credit with Facebook that's not shared with other Business Managers, your business can now set up new ad accounts using the self-service tool after a one-time setup. Please reach out to your Facebook representative to facilitate the set up.

• Adding an ad account in Business Manager is a permanent action; once taken, it cannot be removed. 

Best practices

• Global Pages do not necessarily need to be together in one Business Manager account, depending on the business’ preference.
  
  
• Admins should not share logins and/or personal login credentials across different Business Managers. Add as many admins as your business needs to manage team permissions on ad accounts and Pages. All admins have equal access in Business Manager; there is no “master admin” with more control than another.
  
  
• Routinely use Security Center to ensure your security is up to date and you no ex-employees or partners have access to your business.