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A Guide To Using the Meta (Facebook) Business Manager


A hand holding a badge with the Meta logo, the new name of the company facebook

Are you a digital marketing professional or a business owner looking to use Facebook’s Business Manager?


Well, let’s start by clarifying that you can also call it the Meta Business Manager now.


It’s also technically on the way to being absorbed by the Meta Business Suite, which is what many people may remember as the Facebook Business Suite. Given that most people still only have access to Meta Business Manager, though, it’s still worth distinguishing it from the suite.


Now, aside from the name change, little has been altered in the Business Manager. It’s still meant to help you manage your business on both FB (Facebook) and Instagram, specifically your assets.


Anyway, if you’re wondering how it does that, we’ll go over that today.



What is Facebook (Meta) Business Manager?


Facebook business page under a magnifying glass.

The Business Manager is a utility designed to help you manage FB assets, which include these:

  • Pages

  • Ad accounts

  • Product catalogues


It helps you manage those in various ways.


For instance, you can use it to give employees the ability to manage your company’s page without having full ownership of the page or assets. It offers a great way to delegate FB account management to others.


It’s even more useful to marketing agencies. That’s because it lets you (as a member of an agency) manage multiple client FB accounts without needing to link your personal FB account as an administrator.


This is hugely useful. In fact, using Business Manager paves the way for a slew of benefits to anyone in this space:

  • It lets you separate your personal profile and accounts from your business activities. This is also safer in terms of privacy.

  • It lets you manage multiple FB ad accounts and pages from a central location. Since you can track ads and performance more easily, you can work more efficiently.

  • It gives you tools with which you can securely share access with multiple employees. Role-based access levels and easy access revocation (when employees leave the company) also promote security.

  • It lets you build custom audiences for ad campaigns with ease, which is amazing when you’re running ads for different audience types.


A Quick Step-by-Step Guide to FB Business Manager


If you’ve never used the Business Manager before, we can take you through a quick outline of how to do so here.


1. Set up your account.


Gif of create account

Account setup is done at business.facebook.com/overview. Just follow the steps on that page.


Once that’s set up, you can view existing assets, create new ones, or request access to others’ assets. You can also add partners, people to help you manage assets, and so on.



2. Create assets.

Graphic showing how to create an ad account on facebook business manager

Creating assets is easy: just click on the appropriate option in the left navigation pane. Most of them are under the option for “Accounts”, e.g. Pages, Ad Accounts, Business Asset Groups, etc.


If you want to create an ad account, for example, just click on Ad Accounts. Select the Create a new ad account option, then follow the steps in the wizard.



3. Claim assets.


Claiming assets is pretty similar to creating them. You start by looking for the right option in the left navigation pane.


In this case, however, you look for the option that offers to “Add” the asset.


Returning to our ad account example, to claim an ad account, you would have to select Ad Accounts, Add an Ad Account, and so on.


Pro tip: Never claim assets you don’t personally own to your Business Manager. That’s because only one Business Manager account can claim a specific asset.

That’s a problem if you’re a digital marketer and you claim a client’s asset, like an ad account, for example.


It means the client won’t have ownership of their ad account. You will instead.


Complicating this is that ad accounts can’t be removed from Business Manager. You’ll be stuck with ownership of that ad account while your client will only be able to get access to it through your permission.


4. Request asset access.

One single yellow key on flat bright yellow background.

If you need access to someone else’s asset but don’t actually have ownership of that access, just do this. Obviously, this is what you need to use if you’re a marketer trying to manage a client’s assets.


First, you need to make sure the client has a Business Manager account. Ask for their name, email, and business ID.


To find the business ID, select Business Settings, then Business Info, then check the ID number under Business Manager Info.


You can use this information to add your partner to your Business Manager, then send an asset access request that way. The exact steps are outlined here.


5. Add people to your Business Manager to delegate tasks.


GIF showing how to add people on meta business settings.

This part is if you want help managing all the assets to which you have access.


Start by going to Business Settings. From there, select People, then Add.


Enter the email address of the person you’re adding.


Select the role you want to assign to them. Be sure that you select the one that suits the tasks you plan to delegate to them.


Then, select Next. You will now get options to select the exact asset and task access you’d like to grant them.


Once you’re done with the selections, just click Invite and you’re done!



Managing Your Business Assets


Facebook ads account setting menu macro close up view in laptop screen

Now, there are a lot of things you can do on Business Manager. Here we’ll give you a quick idea of them.


Let’s begin with this, though: to manage a specific type of asset, just select it from the left navigation pane. If you want to manage ad accounts, select Ad Accounts, and if you want to manage apps, select Apps. That much is self-explanatory.


So what can you do in terms of management? Here are some of the core functions:

  • View and edit assets like pages.

  • Post to assets like pages and schedule posts with publishing tools.

  • View messages and notifications.

  • Promote your page and boost posts on your wall.

  • Access and review Insights as well as page settings.

  • View and deactivate ad accounts.

  • Find information from various data sources using Facebook Pixel.

  • View, create, delete, or manage product catalogues.

  • Add product feeds.


That’s just a few of the options, really. You should explore the Business Manager thoroughly to learn more about its features!



Need more help with your social media marketing?


Image of young Business Team discussing Project at Computer

Whether on Facebook or some other social media network, there are a lot of tools and functions you can use for your digital marketing. The Business Manager is just one example.


Should you find it a little overwhelming or want some guidance, we can help. We’ve set up many clients’ social media marketing accounts and strategies - we’ll be glad to talk to you about what you need and whether or not we can deliver it.


So, contact us for a chat for your digital marketing needs at any time!


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