How To Setup Facebook Business Manager for Enterprise

How to setup Facebook Business Manager for Enterprise

 

Facebook has stepped up their advertising platform in a big way this month, releasing the all new Facebook Business Manager, a new tool designed for businesses and agencies to manage all Facebook Assets, including Ad accounts (Yes, you can have more than one!), apps and Pages in one place. In addition, you can manage users and permissions as Employees and Agencies. This is especially valuable for Enterprise businesses with multiple business units and advertising objectives.

We collaborated with our contact on Facebook’s Client Partner team to create a comprehensive set of instructions to help our Enterprise clients get all the benefits of this handy new feature of the Facebook Advertising Platform. The following process is designed to ensure that our clients maintain the highest degree of ownership and control of all their Facebook Assets, while giving us the appropriate access to offer the best Agency experience.

Contents:

Step 1: Create a Facebook Business Manager
Step 2: Claim Assets including Ad Accounts, Apps and Pages
Step 3: Add Payment Methods
Step 4: Add Admins and Employees
Step 5: Add Shared Logins
Step 6: Add Agencies
Step 7: Start Managing!

 

Items to have ready:

        • Be logged into the Facebook account of an employee who is not yet associated with a Business Manager
        • Give that user Administrative control over any Page you wish to claim, especially the main business Page
        • A list of all Ad Account IDs you wish to claim (numerical ID found in Ads Manager)
        • A list of any Agency Business Manager IDs you want to grant access to
        • Get comfortable, we are going to be here a while…

 

facebook-business-manager-home-trisym
[text_box type=”text”]NOTE: Business Manager replaces the practice of creating Shared Logins (aka “gray” accounts) for businesses. Shared Logins were created for businesses to manage one Ad Account, multiple Pages and manage user permissions, but had no ability to function as a personal account and interact directly with Facebook users. To get one, a business would have to contact the Facebook Sales team and have someone on the inside set it up for them.

Now with Business Manager, all asset management happens on a new domain (https://business.facebook.com), and any business owner can create and configure a Business Manager without assistance from Facebook.[/text_box]

Introducing:
Facebook Business Manager

Facebook Business Manager is a new tool designed for businesses and agencies to manage all Facebook Assets, including Ad accounts (Yes, you can have more than one!), apps and Pages in one place. In addition, you can add/manage Users as Employees and Agencies.

Manage your ad accounts, Pages, apps and the people who work on them in one place. – Facebook Business Manager

Your Business Manager account now becomes the owner of all Facebook Assets, instead of one or more Users. This offers some protections, especially in an Enterprise environment, from the loss of work and data when you loose an agency or a team member. Now businesses can add and remove Facebook Users as Employees and Agencies as they come and go, configuring each User’s permissions on each individual Asset.

[text_box type=”text”]NOTE: As of the writing of this article, our contacts at Facebook tell us that there is no specific date set when existing “Gray” business accounts need to be moved to Business Manager. We believe that there is a very good chance Business Manager will be enforced in the very near future, and certain features, like agency access requests, already require Business Manager. TRISYM recommends taking the plunge sooner than later to enjoy the new features, and get access to this expanding tool set for businesses.[/text_box]

Let’s get started!

 

 

Step 1: Create a Facebook Business Manager

It’s important to first understand the relationship between a Business Manager account and a Personal Account. A Personal Account is the individual user account you can use to post, share, like and comment in the world of Facebook… nothing new here. You must have a Personal Account to create a Business Manager account. This is the first major difference with the “gray” accounts of the past. Once a Business Manager is created, the creating user is automatically set as a top level Administrator. That user can then add many Personal Accounts with Administrative control over this same Business Manager Account.

[text_box type=”text”]IMPORTANT: Any Administrator can remove any other Administrator’s access to that Business Manager. So, a Business Manager is managed by Personal Accounts, but is not permanently tied to anyone.[/text_box]

Once a Personal Account is associated with a Business Manager, that user is automatically logged into that Business Manager whenever logged in to their Personal Account. If your personal account has been granted Administrative access to multiple Business Managers, then you get a message asking which Business Manager you would like to access.

To recap, each Business Manager can have many Personal Account Admins, and each Personal Account can be an Admin for many Business Managers. You will see why this many-to-many relationship is important as we continue.

The first decision you need to make is, who? Who on your team should have Administrative access to your companies Business Manager. Ideally, this would be a user that administers company assets like Ad Accounts, Pages and Apps on Facebook. (That is most likely you… the one reading this far into a how-to article. 😉 ). In fact, this user must already have administrative permissions over your company’s main Page in Facebook.

Facebook says this in their help section for Business Manager:

The person who should set up the Business Manager on Facebook is the person who usually manages Facebook ad accounts and Page permissions for your company. You need to be a manager of the primary Page that represents your business on Facebook to set up Business Manager.Facebook.com Help: Set up your Business Manager

If you meet these conditions, then let’s hop over to Facebook Business Manager.

[button url=”https://business.facebook.com” size=”medium” scroll_to=”false” target=”_blank”]Start Facebook Business Manager[/button]

When you click the above link to business.facebook.com, you should see one of two things: the generic Business Manager home page with info on how to get started, or the Business Manager already associated with your account.

Facebook Business Manager Home
Option 1) Business Manager Home – YAY! 😀
Facebook Business Manager
Option 2) Previous Business Manager – 🙁

[text_box type=”text”]IMPORTANT: According to our contacts at Facebook, it is not currently possible for a personal account already associated with a Business Manager to create an additional Business manager. So, if you do not see the generic Business Manager home page, then you need to find someone else in your organization to set it up and then grant you Admin privileges to continue.[/text_box]

Most Personal Accounts should see Option 1 because Business Manager is so new and very few people have set up a Business Manager.

Scroll down the Business Manager Home Page and find the Get Started Link. Feel free to read the carefully crafted copy by Facebook on your way down.

Facebook Business Manager - Get Started

You will be taken to a 4-step setup process:

1) Essential Information

Facebook Business Manager - Getting Started

2) Info About Your Business

Facebook Business Manager - Info About Your Business

Here you should select Advertiser and then use the drop down menu to choose the category that best fits your business activities. Select the number of people you expect to be interacting with this Business Manager account, and then the number of Assets you will be associating. This section is really a survey for Facebook to understand more about your intent at account creation. According to our contacts at Facebook, none of these responses will affect your Business Manager experience, or limit your tool set in any way. At this time, there is only one Business Manager experience.

3) Business Name and Page

Facebook Business Manager - Business Name and Page

Since you read the complete introduction to this article, you already knew that you needed Admin permissions on your company’s Page, so you should see the option to associate that Page either by default, or as an option in the drop down menu if you are an Admin on many Pages. Select your business’s main page now, and type the name of the Business above.

If you have worked with a Facebook sales rep, it is a good idea to add their email here so they can be notified that you have started using Business Manager. Plus, it gives them a shiny gold star.

4) Your Business Manager Profile

Facebook Business Manager - Your Business Manager Profile

The email address listed here does not need to be the same as the email you use to log in to your personal account. In fact, it is probably best if it is your work email address with the domain of your business (i.e. myname@mycompany.com). Complete this form, and then click Create Business Manager.

Facebook Business Manager - Example

Voila! You have successfully created your company’s Business Manager. In Step 2 you will claim all your company’s Assets in Facebook.

 

 

Step 2: Claim Assets including Ad Accounts, Apps and Pages

The first thing you will want to do is to associate any of your business’s Facebook Assets with your Business Manager. This will effectively change the ownership of these assets, moving them to the Business Manager from any “gray” or Personal Accounts. To do this, go to the Settings Page.

Facebook Business Manager - Settings

This is the section where Admins can manage all of your business Assets.

Claiming Pages

Facebook Business Manager - Add Pages

On the Pages screen, you see a list of the currently claimed and associated pages. For now, it should just be the primary page you associated as part of the Business Manager creation process, as above. To add another Page, click the Add New Page button in the upper right of the screen.

Facebook Business Manager - Claim a Page

[text_box type=”text”]NOTE: Your Personal User must be an Administrator of any Page to claim it for your Business Manager.[/text_box]

Claiming Apps

You need to know the App ID of the App you are claiming. If you created it, you can find it at https://developers.facebook.com

Facebook Developers - My App

Otherwise, you will need to get this information from the developer to continue.

Facebook Business Manager - Add an App

In the Apps section of Settings, click Add New App to begin.

Facebook Business Manager - Claim App

Enter the ID of the App to claim it. If your Personal Account is setup as a Developer, and you created the App, it will automatically be added to Business Manager. If not, then a request will be sent to the user in control of the App, and they will have to approve the transfer.

Click Claim App

Facebook Business Manager - Claimed App

You should now see your App in the Settings/Apps section of Business Manager. There will be a note under the App name if the request to the developer is still pending.

Claiming Ad Accounts

Similar to Apps, the Ad Accounts screen should be empty by default.

Facebook Business Manager - Claiming Ad Accounts

Click on the Add New Account button.

Facebook Business Manager - Claim Existing Ad Account

To claim your existing Ad Account, select the second option as above.

Facebook Business Manager - Enter Ad Account ID

Enter your Ad Account ID. You can find this ID in Ads Manager of your personal or “gray” account.

Click Claim Ad Account.

Facebook Business Manager - Claimed Ad Account

[text_box type=”text”]NOTE: You will notice that you are set as the Ad Account Admin for this newly claimed Ad Account. All previous account permissions are overwritten by Business Manager, and you will need to add employees and agencies in here to grant their permissions.[/text_box]

Additional Ad Accounts can be claimed or created with the Add New Add Account button found on the top right of the screen. One of the best new features of Business Manager is the fact that you can manage many Ad Accounts in one central location. This is especially handy for Enterprises with multiple business units that may require separate funding sources.

Most Business Manager accounts will only let you create one new Ad Account. To create more, you must contact a member of the Facebook team to be manually whitelisted to create a new Ad Account. This is to prevent malicious behavior, but it can be changed by contacting email support in your Personal Account’s Ads Manager.

Facebook Ads Manager - Email Support

[text_box type=”text”]NOTE: Email support may only be shown on accounts that have advertised in the last 30 days.[/text_box]

You have successfully claimed your Assets, in Step 3 you will associate any Ad Account to a Payment Method to advertise.

 

 

Step 3: Add Payment Methods

The Payment Methods screen should also be empty by default.

Facebook Business Manager - Add Payment Method

Click on the Add New Account button.

Business_Manager

At this point, only credit cards can be added and managed in Business Manager. Many Enterprise businesses with larger budgets have a line of credit with Facebook. Those will continue to be managed through the Ads Manager on the related account. Please see below on how to Add a Shared Login to access your line of credit in Business Manager.

Now that you have added one or more Payment Options, it is time to connect them to the appropriate Ads Account you have already claimed.

Facebook Business Manager - Select Payment Method

In Settings, go to the Ad Accounts screen and select the Ad Account you want to connect to the new Payment Method. Click on the test link to View Payment Methods. This will take you to the Ads Manager for that account.

Facebook Business Manager - Select Payment Method

In Ads Manager, you should now see the Use Business Payment Method button in the top right. Click to see your payment methods in the drop down, then select the Payment Method to connect with this account. You will see a pop-up asking if you want to Make Primary or cancel. Select Make Primary.

Facebook Business Manager - Set Primary Payment Method in Ads Manager

Now you should see the selected Payment Method as primary on your list with the words “Owned by…” and your Business Manager name. Success!

You are now almost ready to advertise. We STRONGLY recommend that you continue to at least Step 5 in our list before you walk away from Business Manager.

 

 

Step 4: Add Admins and Employees

We suggest adding Admins later in the process because you can actually set the permission roles on each claimed/owned asset as you add users. This streamlines the process, and is something which can always changed later. Instructions for changing access permissions are found in the next step in this document.

The first thing we want to do is add some additional Business Manager Admins. These are other people in your organization that should have backup control over all Facebook Assets owned by the Business Manager. We recommend having two to three other full Admins to protect the business against any loss of access if something were to happen to the primary Admin (i.e. they move to another team, leave the organization, illness, injury, death, etc. — Sorry to go there, but we need to make sure that there is redundant access at the highest level.)

Add Admins

Facebook Business Manager - People

On the People screen, you should see yourself listed as the only Admin. Click the Add New Person link on the top right of the screen.

Facebook Business Manager - Add New People

You can add many users at once as either a Business Manager Admin (full control of all assets, people and the Business Manager itself) or an Employee. We are adding more Admins, so enter the work email addresses for the people being added, and select the Add as Business Manager Admin option. An invitation to your Business Manager will be sent to the email address you have entered into the input field.

Click Add People.

Facebook Business Manager - Permissions for New Admins

The next screen will allow you to set permissions on any/all of your Pages for these new users. Any setting you configure here will apply to ALL USERS you have just created.

Set the appropriate permissions, and click Next.

Facebook Business Manager - Permissions for New Admins

Now set permissions for any Ad Accounts you have claimed. Again, these setting affect ALL USERS you have just created.

Set the appropriate permissions, and click Next.

You will see a summary screen for your actions. Review and click Close.

Facebook Business Manager - Permissions for New Admins

Now you should see your new Admins listed as “Pending” on the People screen. This indicates that these users have not yet accepted the invitation sent to their work email addresses, and have not yet accessed your Business Manager.

 

Add Employees

From the same screen, click Add New Person.

Facebook Business Manager - Add New Employees

Enter any Employee work email addresses in the input box as before, then select the Add as Business Manager Employee option.

Click Add People.

You will see the same screens inviting you to set permission to each claimed Ad Account and Page. These settings apply to ALL USERS you have just added. We suggest setting some roll for all users as you add them, and then you can easily change each Employee’s access later.

Change Asset Access

Facebook Business Manager - Change Asset Access

In the People screen in Settings, you can change the Asset Access of any user by clicking on the Access drop down menu located on the right of each Asset. Notice that there are two tabs for each Employee in the image above: one for Assigned Pages, another for Assigned Ad Accounts. By selecting any new option in the drop down, the change in access is instant.

Change Access Roles

Facebook Business Manager - Change User Roles

In the People screen in Settings, you can change the role of any user from between Admin and Employee by selecting that user, and then clicking on the Edit button on the right.

[text_box type=”text”]NOTE: All Business Manager Admins can change the role of any other Admin to Employee. No Admin is permanent in Business Manager, including the user that initially creates and configures the Business Manager. Since the Business Manager now owns and controls all Facebook Assets, this means that Assets are no longer permanently tied to any one login.[/text_box]

 

 

Step 5: Add Shared Logins

We do not recommend adding Shared Logins (aka “gray” accounts) to Business Manager in most cases. Any Asset owned and managed by a Shared Login can be claimed and managed directly by your new Business Manager. Facebook prefers that all Assets be moved into Business Manager, claiming that this is a more secure way to manage your Assets (see highlighted alert in image below). It isn’t to late. To claim these Assets in Business Manager, see Claiming Assets in Step 2.

However, there may be a reason we haven’t thought of to keep the Shared Login intact inside Business Manager. You can do this on the Shared Logins section of the Settings screen in Business Manager.

Facebook Business Manager - Add Shared Logins

Click Add Shared Login.

Facebook Business Manager - Add Shared Logins

Enter the Email and Password associated with the Shared Login, then click Add Shared Login.

Eureka! Shared Logins acquired.

 

 

Step 6: Add Agencies

If you are working with TRISYM as your Partner in Digital Marketing, or have any other Agency managing your Assets, there is a great new way to grant them access to your Assets inside or the Agencies Business Manager. This keeps ownership of your Assets inside of your Business Manager, but can grant access levels up to a full Admininstrator to your Agencies.

If you try the Agencies tab, you will not see any buttons to Add Agencies. An Agency gets added on a per Asset basis.

Instead, lets grant TRISYM access to one of our Pages.

 

Agency Access to Pages

Facebook Business Manager - Add Agency Access to Pages

Got to the Pages section of the Settings screen and select the Page you want to grant access to.

Click on Assign Agency.

Facebook Business Manager - Add Agency

Your agency should have provided you a numerical ID that you can paste into this box. If not, then ask and you shall receive.

Paste in the Agency ID and click Next.

Facebook Business Manager - Add Agency Access to Pages

Each assignable Role in the next screen includes all the access of any Role below it. Select the level that is appropriate for your relationship. You can always change this later.

Select the Role, and click Next to complete.

 

Agency Access to Ad Accounts

Facebook Business Manager - Add Agency Access to Ad Accounts

Just like with pages, we go to the Ad Accounts section of the Settings screen and select the Ad Account we want to grant Agency access to.

Click Assign Agency.

Facebook Business Manager - Add Agency

Paste in the Agency ID and click Next.

Facebook Business Manager - Add Agency Access to Ad Accounts

As with Pages, Each assignable Role in the next screen includes all the access of any Role below it. Select the level that is appropriate for your relationship.

Click Next to complete.

Facebook Business Manager - Agency Assigned to Ad Account

Now you should see the Agency  listed under Assigned Agencies for all assigned Assets.

 

 

Step 7: Start Managing!

At this point you are all set up and other Admins, Employees and Agencies are getting invitations to your Business Manager and its Assets. Please feel free to forward this article to any member of your extended team who would benefit from a deeper understanding of Facebook Business Manager and how it works. We recommend you pat yourself on the back and take a breather.

Facebook Business Manager - Gray Bar on Page

On your next visit to Facebook, you will see a new gray bar at the top of the screen any time you are visiting a Page you have some level of management access to.

Click in Manage Page with Business Manager in the gray bar to enter the new interface for managing your Page.

 


 

We hope this tutorial was helpful, and that your setup experience with Facebook Business Manager is quick and smooth. Please check back with us for future articles about Business Manager features and new tools as they are released.

Enjoy the new Facebook Business Manager!

 

5 replies
  1. Celeste says:

    Hi!
    I’ve just found this article and it’s been really useful. Thank you so much!!
    I haven’t transferred my fanpage yet, but there’s something I wonder. Is all the content you already have on your fanpage (that was posted with the “gray” account) preserved or lost once you start managing it with the business manager?
    I wouldn’t like to lose it, and I know that the security copies Facebook allows you to download can’t be uploaded again…

    Thank you again and I hope you read this!

    Reply
    • TRISYM
      TRISYM says:

      Hey Celeste! So glad you found this useful. In our experience, no content is lost when adding anything to the Business Manager. The only thing that changes is ownership, moving these assets away from a personal account into a Business Manager account that can transfer ownership and manage many users. This is exceptionally helpful if a business was to change hands, or the asset owner leaves the company. In simpler terms you are moving from Person > Asset to Business > Asset, then the business manages which people have what kind of access access to each asset it owns in once interface.

      Let us know if you have any other questions, and thanks for reading!

      Reply
  2. Celeste says:

    Thank you for reading and answering so soon!!
    I’ll certainly check out the rest of the website. It looks promising 🙂

    So far, no other questions!

    Reply
  3. Michael Jørgensen says:

    Hi, Thanks for this guide. I was not aware of this before today. This could turn out to be very helpful 🙂

    We are an international comp. We have a main corp. facebook page. BUT there are also some local pages run by local sales companies. Some more successful than others 🙂

    I was wondering if I could use Business manager to collect all these pages under one main page. So that we have the main page, with all local pages likes collected into the main page.
    Is that what is happening. Or will the pages simply just change owner/admin?

    Thanks!

    Reply
    • TRISYM
      TRISYM says:

      Facebook allows you to create and manage Global Pages to handle different countries and languages from one central Page. I am not sure this is what you are looking for, but it might be a good fit. Business Manager is more about the ownership of an asset, whereas a Global Page is a type of asset that can be owned.

      Thank you for reading, and we hope this helps!

      Reply

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