The Complete Guide to Facebook Business Manager

I had been managing a client’s social media marketing for several years and knew the setup I knew. I was floored when I started managing social media for a second client much later, and was exposed to Facebook’s business manager for the first time.

When I first saw it, I was confused. I thought the interface was a bit clunky and I was often confused trying to find the right place to properly manage the pages I was running. Once I got used to the platform, of course, I learned to love it and it now makes things so much easier.

I want to help you skip the trial and error process, so in this Facebook Business Manager’s Guide, I’ll walk you through everything you need to know. This will be especially valuable for agencies and social media managers who tackle more Pages than their own and who will likely make heavy use of the platform.

What is Facebook Business Manager?

The Facebook Business Manager is basically a dashboard and portal that will give you easy access to the various Facebook pages and ad accounts to which you have been granted permissions. It’s an exceptionally easy way for Page owners and other parties they work with (especially agencies or vendors) to connect while maintaining Page security.

You can find Facebook Business Manager here.

What are the benefits of Facebook Business Manager?

Using the Business Manager suite has many advantages. In the end, you can sum them all up in one world: simplicity.

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Here are the main benefits of using this feature:

  • You can quickly access all your Pages and ad accounts you manage in one place
  • It’s a safer way for other businesses to share their accounts (including ad accounts) with you
  • Businesses can easily add or remove employees or agencies, and if it’s easier for your customers, that’s always a good thing.
  • Collaboration can be a little easier

Simplicity is always key, and having access to all the tools you need is a huge plus.

What can you do via the Business Manager?

You can manage all parts of your pages or ad accounts through the business manager. This includes:

  • Configuring or monitoring your tracking pixel
  • Add payment methods to your account add
  • Add or remove team members or partners
  • Set up integrations, like lead access, to your Pages
  • Access your audience statistics
  • View your Ads Manager
  • View audience information
  • Create, view or manage product catalogs
  • Add or adjust mark locations
  • Configure offline events

How to configure your Business Manager

To configure Business Manager, you must first have a page. You can see how to create a Facebook page here.

Once you’ve done that, you’ll need to register with the trade manager and answer a few questions. Register here.

How to add employees, team members and partners to your Business Manager

Want to add employees or team members to your Business Manager, giving them access to specific Pages or ad accounts?

Go to your business settings, then Contacts. You’ll see that you can add specific people to specific pages, in the exact role you want them assigned.

If you want to add a partner company, you will need their ID and you will add it under “Partners” instead of “People”.

How to Add Pages and Add Accounts to Business Manager

Want to add additional pages or ad accounts to your sales manager? On the same screen as above (under business settings), you’ll see “Pages” and “ad accounts” under the Accounts tab. You can see which accounts you’re already signed into and which users have access to Pages. You can click the blue “Add” tab to add new pages, and you can also remove certain users’ ability to access a page or ad account.

If you’re requesting access to a Page or ad account that you don’t own, you’ll need to wait for permission from the other party. Once approved, you will be able to access the information through this dashboard.

How to set up payments in Business Manager

You can’t start serving ads until your payment methods have been set up. Doing it in the business manager is simple and easy. Go to your business settings, then find the payment tab.

You will be able to add payment by debit or credit card, and this can be used on authorized advertising accounts. Remember to make sure you’re loading the correct map when creating ads; if you’re using them for budget-friendly customers, you don’t want to accidentally charge your own card. (I did that there. Hence the payment information removed from my own account).

How to navigate in Business Manager

All of the tools and assets through the Business Manager are also easy to navigate and use, so we’ll end this article by showing you how to navigate the dashboard to find what you’re looking for.

When you first access Business Manager, you’ll see an overview of the pages and ad accounts you own or have access to. You will also see any notifications for those pages that you may have missed.

Under the Activity tab, you can monitor all recent activities that have occurred in relationships with this dashboard regarding recently added team members. This is a quick review that can help you make sure no one is accessing your (or your customers’) accounts if they shouldn’t.

When you click on the drop-down menu in the top left corner, you’ll see the option to go to your business settings (which takes you to the screens in the sections above) or the option to go to “all tools “. Once clicked, this will give you the option to access all other Business Manager features, sorted by category.

Conclusion

Facebook’s Business Manager might seem a bit overwhelming at first, but it gives you all the tools and resources you need to manage all the pages you’re logged into in one place (once set up, of course). This makes it a big asset, especially for freelancers or consultants like me, or agencies that have multiple clients. Many other businesses with sister companies or multiple pages will also benefit.

What do you think? Do you think the Business Manager is a pain or an asset? How are you using it to improve your business’s Facebook marketing functionality? Share your thoughts and questions in the comments below!


Mary H. Martino