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    How to Use Facebook Business Manager to Share Account Access

    by Greg Daily / June 28, 2016

    social media how toDo you have multiple business pages and ad accounts on Facebook?

    Looking for a secure way to share access to them?

    Facebook’s Business Manager makes it easy to give people access to your Facebook presence without sharing your password.

    In this article, you’ll discover how to add your Facebook accounts to Business Manager.

    account access facebook business manager
    Discover how to use Facebook Business Manager to securely share account access.

    Listen to this article:

    Where to subscribe: Apple Podcast | Google Podcasts | Spotify | RSS

    #1: Set Up Business Manager

    To get started with Business Manager, first you need to create an account. Go to https://business.facebook.com/ and click the Create Account button.

    facebook business manager create account
    Start by creating an account in Business Manager.

    Log in with whatever credentials you currently use on Facebook. In a minute, you’ll be able to designate a business email address, which will be the one that appears on and communicates with the Business Manager tool.

    Next, enter your business name and click Continue.

    facebook business manager create account
    Enter the name of your business.

    Now type in your name and the business email address that you want Business Manager to communicate with. Even though you use your personal credentials to log in, everyone else you interact with through the tool will see your business address. When you’re done, click Finish.

    facebook business manager create account
    Choose an email that will be used to send notifications about your business.

    Now that you’ve set up your account, here’s how to use it to manage your Facebook business pages and ad accounts.

    #2: Connect With Business Pages

    Facebook’s Business Manager lets you manage multiple Facebook pages, get an overview of analytics when you log in, and jump from one page to another within the tool.

    Here’s how to add your page, request access to a page, or create a new one.

    Claim an Existing Page

    To claim an existing Facebook page that your business owns, click on Claim Assets and select Page. Then type in either the page name (which should begin to auto-populate) or the page’s URL. The auto-populate feature is hit or miss, so it’s a good idea to have the page URL in hand.

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    CLAIM YOUR SEAT
    facebook claim page
    Enter the existing page name or URL.

    When you’re finished, click Claim Page.

    Request Access

    If another admin is managing the Facebook page, click Request Access and select Page. Then type in the Facebook page name or URL for which you want to request access and click Request Access.

    facebook request access to page
    Enter the page name or URL to request access.

    Create a New Facebook Page

    If you don’t yet have a Facebook page, or want to create an additional one, click Add New and select Page.

    Next, select the category for your new page and then follow the prompts to finish setting up your page.

    facebook page choose business category
    Create a new page and select a category.

    Manage Your Pages

    Once your Facebook page is set up, you can easily manage it from within Business Manager. To do this, simply click the name of the page that you want to manage on the overview page of Business Manager.

    To quickly jump back and forth between the tool and your pages, click the Menu button to display or hide the Business Manager menu whenever you’re on your Facebook page.

    facebook toggle business manager menu
    Jump back and forth quickly from the menu in the top-left corner.

    #3: Assign Access to Pages

    Managing who has access to your Facebook pages is an important and welcome function of the Business Manager tool.

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    To add new people, click Add New and select People. As you can see below, Facebook clearly defines what level of access admins have versus employees. Type in the email address of the person you want to add.

    facebook add people to page
    Employees and admins are clearly defined before you make a new assignment.

    Next, select which of your pages you want this person to be able to access, and which role he or she will be assigned. For more information about roles, select Learn About Roles from the Default Role menu, which will help you further decide what level of access to grant the new person.

    facebook assign page
    You can assign the page and role from one screen.

    Next, select any ad accounts to which your employee will have access.

    Finally, you can assign your employee to a product catalog if you have one set up. If not, click Skip.

    facebook assign product catalog
    You can assign product catalogs to employees.

    You should now see a confirmation that your invitation has been sent. It will be delivered to the email address that you entered in Step 1, and you’ll receive notification when that person has accepted his or her new role.

    If at any time you need to change an admin’s or employee’s role, click Business Settings and then select People.

    facebook change role
    Click on People to change roles at any time.

    #4: Add Ad Accounts

    There are three ways you can add Facebook ad accounts to Business Manager. You can claim an existing ad account, request access to an ad account, or create a new ad account.

    Claim an Ad Account

    If your business has a Facebook ad account (meaning that you’re already paying for advertising on Facebook), click Claim Assets and select Ad Account. Then type in your ad account number and click Claim Ad Account.

    facebook claim ad account
    Every Facebook Ads account has a unique ID. You can enter the ID to claim an advertising asset.

    This pulls the account into the Business Manager tool. Note: Once you pull an ad account into the tool, it can’t be removed. So this should be done at the highest level, which Facebook refers to as the “admin level.” For more information, take a look at Facebook’s guidance on roles within Business Manager.

    Request Access to an Ad Account

    If the Facebook ad account is already administered by another Business Manager, click Claim Assets and select Ad Account.

    facebook request access to ad account
    You can also request access to an ad account.

    From here, you have two options. You can have the account admin give you the ad account ID, or you can ask him or her to click the Ad Account tab in Business Manager, select Manage Ad Account, and assign you as a partner.

    facebook request access to ad account
    Account admins can assign you as an account manager.

    Create a New Ad Account

    If no Facebook advertising account exists, click Add New to create a new ad account. Then fill in your account details, choose whom you want to add to the account, and select a role.

    facebook create ad account
    Create a new ad account and assign details and roles.

    Before you can use the ad account, you’ll also need to set up a payment method.

    facebook set up payment method
    You need to set up a payment method before you can use the ad account.

    Conclusion

    Facebook’s Business Manager makes it easy to manage several advertising accounts and Facebook pages, and delegate administrative access using non-personal credentials.

    What do you think? How are you using Facebook’s Business Manager? Is there something that Facebook could do to improve the tool? Please let us know in the comments below!

    Tips about how to share account access with Facebook Business Manager.
    Tips about how to share account access with Facebook Business Manager.

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    About the authorGreg Daily

    Having managed social media marketing for agencies and universities, Greg Joseph Daily now owns the Digital Image Group marketing agency. Connect with him online today at DigitalImageGroup.org.
    Other posts by Greg Daily Âť

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