How to Use Facebook Business Manager: An Ultimate Guide 101

on facebook, Facebook Ads • December 14th, 2021 • Write for Hevo

Facebook Business Manager FI

Facebook Business Manager is a Facebook Application that aids in organizing and managing the Digital Tasks of your company. Coworkers can’t see your personal Facebook profile until you authorize their requests when you join Facebook Business Manager. Only your Name, Work Email Address, and the Pages and Ad aAccounts you have access to are visible to coworkers.

On a complete walkthrough of this article, you will gain a decent understanding of Facebook Business Manager. Furthermore, you will be able to gain in-depth knowledge of all the terminologies and processes involved in Facebook Business Manager.

Table of Contents

Why Use Facebook Business Manager?

The key benefit of using Facebook Business Manager is that it helps you stay focused on your business. When you log into Company Manager, you’ll be led straight to your Facebook Business Assets. Without viewing your Personal News Feed or Notifications, you may access your Pages, Ads Manager, and other business-related assets from there.

The second most compelling reason to utilize Facebook Business Manager is to keep everything safe and in order. It takes a lot of back and forth to get from one asset to the next if you handle multiple Facebook Pages, Ad Accounts, or other Assets for yourself or your clients. It’s also difficult to keep track of what you and others have access to.

You can instantly examine all of your Pages, Ad Accounts, people with Allocated Tasks, and much more in Facebook Business Manager. This is especially useful if you need to restrict access to several of your company’s Facebook assets for someone who is no longer employed. Instead of having to walk through all of your Business Assets to remove that person, you can go to Facebook Business Manager’s People Area and remove their access to everything with one click.

When it comes to people, you don’t have to be Facebook friends with the people you assign to roles for your Pages, Ad Accounts, and so on with Facebook Business Manager. To assign roles, simply utilize Facebook Business Manager. They will never have access to your Personal Profile, and you will never have access to theirs. Here are some of the things you can accomplish with a Business Manager now that you know why you should.

#1: Create New Business Assets in Business Manager

If you’re new to Facebook Business Manager, go to business.facebook.com/overview to get started. You can establish Business Assets (Pages, Ad Accounts, and Product Catalogues) if you don’t have any when you sign up. Go to Business Settings after you’ve set up Facebook Business Manager.

It’s worth noting that when you create assets in Facebook Business Manager, you won’t be prompted to go through the typical Setup Procedure. For example, to establish a new Facebook Page, go to the left navigation and select Pages.

Facebook Business Manager: Create
Image Source

Then, on the right, select Create a New Page from the drop-down menu by clicking the Add button. You’ll now be guided through the normal tutorial to complete the setup of your new Facebook page. Use the same procedure to create other assets from the Facebook Business Manager (such as Ad Accounts and Catalogues).

#2: Claim your Assets in Business Manager

Select the relevant tab (Pages, Ad Accounts, or Apps) in the left menu to claim the Business Assets you possess (Pages, Ad Accounts, and Apps).

Then, on the right, click the Add button and choose whether to Add a Page, an Ad Account or Another Asset. Since you have complete control over the assets you choose, they will be added to your Facebook Business Manager right away.

As each Facebook Business Manager can only claim one asset, you should only upload assets that you directly own to the Facebook Business Manager. As a result, if you claim a customer’s Facebook page, your client can only seek access to it; they won’t be able to claim it themselves. You must instead ask for access to a client’s page, ad account, or other assets.

This is crucial to remember while claiming Ad Accounts. Ad Accounts cannot be withdrawn from Facebook Business Manager, but pages may. As a result, you don’t want to claim an Ad account that isn’t yours. 

If you want to link your personal Instagram account to a Page or Ad Account, go to Business Settings and click on Instagram Accounts. To begin, click the Connect Your Instagram Account icon on the right.

Facebook Business Manager: Assets
Image Source

#3: Request Access to Business Assets Owned by Others

You can request that an Asset (Page, Ad Account, or Product Catalog) be added to your Facebook Business Manager if you are not the owner of that asset. Before these assets may be added to your Facebook Business Manager, they must first be approved by the Current Owner or Admin. Be careful that the amount of assets you can seek on Facebook is occasionally limited until some owners and admins approve your requests.

Remember, if you handle assets for clients or any assets you don’t own, you should choose this option. Learn how to connect your Facebook Business Manager account to your client’s and share that access with your own team members.

Simplify Facebook ETL with Hevo’s No-code Data Pipelines

Hevo Data, a No-code Data Pipeline, helps integrate data from 100+ other sources (including 30+ free data sources like Facebook Ads, etc.) and load it in a data warehouse of your choice to visualize it in your desired BI tool. Hevo is fully managed and completely automates the process of loading data from your desired source and enriching the data and transforming it into an analysis-ready form without writing a single line of code. Its fault-tolerant architecture ensures that the data is handled securely and consistently with zero data loss.

Get Started with Hevo for Free

It provides a consistent & reliable solution to manage data in real-time and always have analysis-ready data in your desired destination. It allows you to focus on key business needs and perform insightful Analysis using BI tools such as Tableau and many more. 

Check out what makes Hevo amazing:

  • Secure: Hevo has a fault-tolerant architecture that ensures that the data is handled securely and consistently with zero data loss.
  • Schema Management: Hevo takes away the tedious task of schema management & automatically detects schema of incoming data and maps it to the destination schema.
  • Minimal Learning: Hevo with its simple and interactive UI, is extremely simple for new customers to work on and perform operations.
  • Hevo Is Built To Scale: As the number of sources and your data volume grows, Hevo scales horizontally, handling millions of records per minute with very little latency.
  • Incremental Data Load: Hevo allows the transfer of data that has been modified in real-time. This ensures efficient utilization of bandwidth on both ends.
  • Live Support: The Hevo team is available round the clock to extend exceptional support to its customers through chat, email, and support calls.
  • Live Monitoring: Hevo allows you to monitor the data flow and check where your data is at a particular point in time.

Simplify your Data Analysis with Hevo today! 

Sign up here for a 14-Day Free Trial!

#4: Manage Your Business Assets in Business Manager

You can use Facebook Business Manager to manage your Business Assets after you’ve established, claimed, and requested them.

A) Pages

Within Facebook Business Manager, click Pages to get a list of all the Facebook Pages to which you have access. To get more information and options on a specific page, select it.

Facebook Business Manager: pages
Image Source

You can see which users or partners have roles assigned to them, add people to your page, assign partners to your page (both of which I’ll go over in detail in the next section), and delete the page from Facebook Business Manager.

To go to your page and edit it, click View Page in the top right corner. You can access your Page Settings, Promote your Page, Boost Posts on your wall, Modify Tabs, and more from here. You can also view your messages, see notifications, review your Insights, schedule posts with Publishing Tools, access your page settings, promote your page, boost posts on your wall, and more.

B) Ad Accounts

If your Facebook Business Manager only has one Facebook Ad Account, go to Ads Manager by clicking the nine-dot icon in the upper left and selecting Ads Manager from the fly-out menu.

Facebook Business Manager: Ad Accounts
Image Source

If you have many ad accounts in Facebook Business Manager and wish to assign people or partners to them, go to the left navigation and click Ad Accounts, then select the Ad Account you want to manage.

Within Facebook Business Manager, use the buttons to see which people or partners were allocated roles. You can also use Facebook Business Manager to add people to your page, assign partners (which I’ll go over in the next section), and cancel the Ad Account.

C) Apps

You can add Facebook Apps to Facebook Business Manager from the Developer section. You may also manage them here. To add an App, simply copy the App ID from your My Apps tab.

Facebook Business Manager: Apps
Image Source

D) Commerce Accounts

In Facebook Business Manager, you may assign or alter Commerce Account Permissions. Click Commerce Manager in the left navigation and pick the Commerce Manager Account on the right in Business Settings. After that, click Add People and choose the permissions you wish to give this individual.

Facebook Business Manager: Commerce Accounts
Image Source

E) Data Sources

Multiple Data Sources are listed under the Data Source tab/section in the left navigation, including Product Catalogs, Facebook Pixels, Offline Event Sets, Custom Conversions, and more. You’ll see that information mentioned under Pixels if you have the Facebook Pixel installed for your Ad Accounts. As needed, change the associations and partners for each Ad Account. To see any Product Catalogs you’ve created for your company, go to Catalogs. You can also use this View to create New Product Catalogs and manage existing Catalogs.

Facebook Business Manager: Data Sources
Image Source

People can be added, partners can be assigned, a product feed can be added, sources (Facebook Pixels) can be associated, and Product Catalogs can be deleted as needed.

#5: Assign People or Add Partners in Business Manager

You have the option of assigning people or adding partners when allowing others access to your Business Assets (such as Pages and Ad Accounts). Here’s how to tell the difference between the two:

  • Individuals to whom you grant access to corporate assets are known as People. For example, if you’re working with a Facebook Consultant, you’d provide that individual a special job that allows them to manage your Pages, Ad Accounts, and other assets as needed by adding them by email.
  • Partners are companies to which you grant access to your company’s Assets. For example, if you’re dealing with an agency, you’d assign the agency a special position that allows them to access your Pages, Ad Accounts, and other assets. By using their Facebook Business Manager ID, you can add the agency. The agency would then assign particular roles to the staff so that they could manage your Pages, Ad Accounts, and other assets as needed.

A) Assign People

To Assign People, go to the Users area in the left navigation and select People. Then, on the right, click Add. Enter the Email Address of the person to whom you’d want to allow access to your company’s assets in the pop-up box. Choose whether they should be added as an Employee or an Administrator using the role definitions.

You’ll be requested to select boxes next to the Pages, Ad Accounts, and other assets you want them to Administer once you click Next. You’ll be able to assign specific duties to each asset.

When you’re finished, click Invite to send your invitation to that individual. Click People in the left navigation to see who has access to your company’s assets. You can cancel invitations, assign assets, and delete persons from this page.

Facebook Business Manager: Assign People
Image Source

B) Add Partners

To Add Partners to a business asset in Facebook Business Manager, navigate to the asset you want to assign them to (for example, the Facebook page) and click the Assign Partners button. After that, you’ll be asked for the partner’s Facebook Business Manager ID, which you’ll need to obtain from them. 

Facebook Business Manager: Add Partners
Image Source

After you’ve added a partner, go to the left navigation and select Partners to discover which partners have access to your company’s assets. If required, remove them this way. Alternately, go to your business asset to edit roles for people and partners. To update their roles, go to the Assigned People or Partners Tabs and select Edit Roles.

#6: Organize Business Assets Into Groups

You might wish to utilize groups to arrange your Facebook Business Manager if you have a lot of Pages and other assets. To do so, go to the left navigation and select Business Assets Groups. Create a business asset group by clicking Create Business Asset Group and assigning Pages, Ad Accounts, and other Business Assets to it.

There can only be one group per Page and Ad Account. You can remove assets from one group and add them to another if you need to restructure. Business Asset groups aren’t essential, but they might be useful if you have a lot of websites or Ad Accounts to assign people or partners to because you can add them to the group.

Facebook Business Manager: Organize Assets
Image Source

#7: Browse Additional Options in Business Manager

You’ve gone through the primary aspects of Facebook Business Manager, but there are a few more to look into.

  • Payment Methods: In the left navigation, choose Payment Methods to add Credit Cards to use with certain Ad Accounts.
  • Requests: If someone asks to claim or gain access to one of your company’s assets, it will appear under Requests.
  • Notifications: Configure the settings under Notifications to get Email Notifications for specified Facebook Business Manager-related occurrences.
Facebook Business Manager: Additional Operations
Image Source

Go to Info to change your Company Name, Primary Page, find your Facebook Business Manager ID to offer to others Partner Access, Request Security Code Access, and other options.

Conclusion

Facebook Business Manager is a wonderful alternative to explore if you’re searching for a better approach for managing your Facebook Business Assets. It allows you to centrally manage and distribute access to Facebook websites, Ad Accounts, and other important assets. In case you want to export data from Facebook into your desired Database/destination, then Hevo Data is the right choice for you! 

Visit our Website to Explore Hevo

Hevo Data provides its users with a simpler platform for integrating data from 100+ sources such as Facebook for Analysis. It is a No-code Data Pipeline that can help you combine data from multiple sources. You can use it to transfer data from multiple data sources into your Data Warehouse, Database, or a destination of your choice. It provides you with a consistent and reliable solution to managing data in real-time, ensuring that you always have Analysis-ready data in your desired destination.

Want to take Hevo for a spin? Sign Up for a 14-day free trial and experience the feature-rich Hevo suite first hand. You can also have a look at our unbeatable pricing that will help you choose the right plan for your business needs!

Share your experience of learning about Facebook Business Manager! Let us know in the comments section below!

No-code Data Pipeline for your Data Warehouse