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AdParlor's Guide to Facebook Business Manager

What is Business Manager?

Facebook describes it as a tool to help businesses and agencies manage their ad accounts, pages and apps in one place.

Out with the old...

Gray accounts, also known as shared logins, are ad accounts without Facebook profiles and have been traditionally used to manage your ads. As of October 1st, 2014, these have been switched to "read-only" status and can no longer be managed directly on Facebook.  

... and in with the new 

Instead, Facebook wants agencies and companies who manage multiple pages, apps, or ad accounts to use Business Manager. 

Benefits of Business Manager 

  • Everything in one place: you can manage all your Facebook ad accounts and pages
  • Work Efficiently: reduce the time it takes to create and manage your ad accounts and Pages  
  • More control: view who has access to your ad accounts and Pages and manage their permissions 

How to get started

  1. The admin of your business or agency creates an account at https://business.facebook.com  
  2. Migrate your Pages, Apps, and Ad Accounts, by first clicking on the "Settings" tab 
  3. Navigate to the Pages, Ad Accounts, or Apps tab 
  4. On the top right, click on the "Add New" button

Connecting Gray Accounts (Shared Logins) 

  1. Click "Settings", and then "Shared Logins" on the left hand menu 
  2. Click "Add Shared Login" and follow the steps

Creating Projects 

Business Manager allows you to organize your your pages, ad accounts, and apps into groups called Projects.

To create a project: 

  1. Click "Settings", and then "Projects" on the left hand menu
  2. Click "Create New Project" 

Agency Protip: It is recommended to create one Project per end-client that you are working with, to easily organize all Pages, Ad Accounts, and Apps that are associated with this client.

Adding People and Assigning Roles 

When you setup Business Manager, you should invite everyone within your business who will need access to any of your company's Business Manager Pages or Ad Accounts. If someone outside of your organization wants access to your Business Manager assets, they should create their own company Business Manager and request access to your assets. 

To add people and assign roles: 

  1. Click "Settings", and then "People" on the left hand menu
  2. Click "Add New Person"

  1. Input the email address for everyone you would like to add. Choose the appropriate Business Manager role for each user:
  • Business Admin: Can manage all aspects of the business settings, including modifying or deleting the account and adding or removing people.
  • Business Employee: Can see all of the information in the business settings but can't make any changes.

Protip: if you don't know the personal email address of the employee you wish to add, you can use their work email address.  

  1. Assign the user to one or many pages, and select the appropriate access level:
  • Page Admin: Can manage Page roles, send messages and post as the Page, create ads, and view insights.
  • Page Editor: Can edit the Page, send messages and post as the Page, create ads, and view insights.
  • Page Moderator: Can respond to and delete comments on the Page, send messages as the Page, create ads, and view insights. Page moderators can't post as the Page.
  • Page Advertiser: Can create ads for the Page and view insights. Page advertisers can't post as the Page.
  • Page Analyst: Can view insights. Page analysts can't post as the Page.

 Protip: take advantage of the "Default Role" to streamline your setup, and use the "Filter By" to only view the projects that are relevant to the users you are adding 

  1. Next, follow the same process for ad accounts and set your desired ad account roles:
  • Ad Account Admin: Can manage all aspects of campaigns, reporting, billing and account permissions, and can set ad account spending limits. Ad account admins can also associate business payment methods.
  • Ad Account Advertiser: Can see and edit ads and set up ads using the payment method associated with the ad account.
  • Ad Account Analyst: Can see ad performance.

Managing your Payment Methods 

You can use Business Manager to manage all of your payment methods, which are used to pay for your actual Facebook ads (also known as the "media cost"). The cost for your Facebook ads is completely separate from any fees to use AdParlor's software. 

To add a payment method:

  1. Click "Settings", and then "Payment Methods" on the left hand menu
  2. Click "Add Payment Method"
  3. Follow the steps and input your information 

Requesting Advertiser Access to an Application 

Business Manager does not currently give an easy way to request Advertiser access to applications. 

If you own the application that you wish to promote and want it to appear in Business Manager:

  1. Navigate to https://developers.facebook.com/apps
  2. Select the app, and then click "Edit Settings"
  3. Then under Settings, click "Advanced"
  4. Under the Business Manager section, select your Business Manager

You now should have access to your application via Business Manager! 

If you do not own the application that you wish to promote, and you need access from the third party that owns the app, have the developer of the application follow these steps:

  1. Navigate to https://developers.facebook.com/apps
  2. Select the app, and then click "Edit Settings"
  3. Then under Settings, click "Advanced"
  4. Input the email address of the person that will be promoting the application. This email address must be the email address associated with the Facebook user that is linked to your company's Business Manager. When linking accounts on AdParlor, the person linking the account 

Connecting your Business Manager with AdParlor 

To connect your Business Manager assets with AdParlor's platform, first ensure that you have:

  • All appropriate permissions and roles set up on your Business Manager (you should be able to see all the pages, apps, and ad accounts on your Business Manager that you want to see on AdParlor) 
  • You are logged into the Facebook account that has been linked with your company's Business Manager    

Then, navigate to the "Social Accounts" tab on your Advertiser Management page, click "Link Facebook Account", and follow and accept the permission prompts. AdParlor's platform will now have access to the same pages, apps, and ad accounts that your user has access to in your company's Business Manager. 

You can read the "Linking Account" article here.

FAQ 

I tried to accept an invite to join my company's Business Manager, but I got an error saying I had to login with my work email address. 

When you accept a Business Manager invite, you must be logged into your personal Facebook account at the time. This way, Facebook knows it's granting access to the right person. If you try to accept a Business Manager invitation and you're getting an error, it may be because your work email may be associated with an existing gray or secondary account (diagram C).

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