How To Set Up A Facebook Business Manager On Behalf Of Clients And Arrange Partner Access

Are you an agency who manages Facebook pages and ads for clients? In this blog, we will cover how to set up the Facebook business manager FOR CLIENTS, the right way.

Taking time to ensure the business account is set up correctly will help lower the risk of ad accounts being banned. Doing so also builds trust with Facebook which in turn can help increase your reach and results.

To begin with, the following instructions are based on the assumption that a Facebook Page and Instagram account have already been created. If this is not the case, it is necessary to set up these profiles in advance and populate with the required information; basic information, cover photo/profile picture and multiple organic posts.

Create Facebook Page: https://en-gb.facebook.com/business/help/104002523024878

Create Instagram Profile: https://www.facebook.com/help/155940534568753

Create Meta Ad Account: https://www.facebook.com/business/help/407323696966570

Setup Meta Pixel: https://www.facebook.com/business/help/952192354843755

How to set up a client’s business manager, the right way.

Go to https://business.facebook.com/ and select Create an Account

Provide the most precise and up-to-date information you have while maintaining consistency across all details such as address and location.

For instance, aim to align the location with what is (or will be) specified on the Facebook Business Page.

This practice will mitigate the risk of being barred or having restrictions placed on your ad accounts.

Considerations:

• The Business Manager account requires an email address. The email address should match a personal Facebook account of someone who works for the business – this helps build trust with Facebook.
• This person should have Facebook Page access or be able to arrange access.
• Once the Business Manager account is set up, verified and has linked assets. The next step is to arrange Full Control access and Partner access.

Full Control Access (formerly known as Admin).

A user with full control has the highest level of access, capable of managing all aspects of the account, including adding or removing other users, managing assets such as pages, ad accounts, and catalogs, creating and managing ad campaigns, and setting up payment methods.

Full control users have complete access to all tools and features of the Business Manager account, and they can modify the account settings, configurations, and permissions. Moreover, they can manage user roles and permissions, regulate user access to specific assets, and assign tasks to other users.

Because admins have the most elevated level of access to a Business Manager account, it is crucial to ensure that only trusted and authorized users receive admin access. Admin access should be granted exclusively to individuals who require it to perform their job functions, and it should be reviewed regularly to ensure that the access is still necessary and appropriate.

It is essential to keep admin access secure and safeguard the Business Manager account from unauthorized access or misuse. Facebook provides several security features and best practices, such as two-factor authentication, to assist in securing Business Manager accounts and preventing unauthorized access.

How to give someone FULL CONTROL.

Once your account is created, click on the Business Manager menu icon in the top left corner of the screen.

Click on Business Settings, select Users and People from the left-hand side menu.

Click on the + Add button in the top right corner and select Add New User.

Enter the email address of the person you want to add as an admin and select the Full Control role.

Click Next and review the permissions and access you are granting to the new admin.

Once you are satisfied with the settings, click on the Invite button.

The new admin will receive an email inviting them to join your Facebook Business Manager account. They will need to follow the instructions in the email to accept the invitation and become an admin.

Partner access.

If you’re a business who works with an agency or consultant, you can add them to your Business Manager and share your assets with them. 

When you add a partner to your Business Manager, you have the option to grant access to specific assets and assign particular permission levels.

Partners can view the assets you shared with them in their Business Managers.

How to setup Partner Access.

Before you begin:

• Only business admins can add a partner.
• Your partner must have a Business Manager. If they don’t, ask them to Create a Business Manager.
• You need your partner’s business ID.

Give a partner access to assets in your Business Manager.

To add partners or agencies to your business:

• Go to Business settings.
• Below Users, click Partners.
• Click + Add.
• Enter the Partner business ID you want to add and click Next.

• On the next screen, you can add partners to multiple assets. Choose a type of asset in the first column. Select the assets that you want to add your partner to in the second column. Assign a role for your partner in the third column. Repeat these steps until you’ve chosen roles for all of the assets that you want to assign.

That’s it!

You’ve successfully created your Business Manager for your client and shared the access required to manage an account. 

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