BUSINESS MANAGER: Facebook’s Guide for Agencies

By David Cohen 

BusinessManagerGraphic650News first surfaced in March about Facebook’s Business Manager, which was described as a single interface for enterprises and agencies to manage multiple ad campaigns and pages. The social network then announced in April that it was expanding the availability of Business Manager, but details about the tool have been scant, until now.

With permission from Facebook, developer FenixApps shared the step-by-step guide (embedded below) that the social network provides to agencies to help them get started with Business Manager.

The guide covers topics including:

  • Creating agency profiles on Business Manager.
  • Designating employees to serve as Business Manager administrators.
  • Choosing between single and multiple Business Manager profiles.
  • Granting Business Manager access to more employees.
  • Adding pages and advertising accounts.
  • Assigning permissions to individuals.

The guide wraps up with the following “important considerations”:

Claiming assets in Business Manager, whether it’s ad accounts or pages, is a permanent action. Agencies should only claim pages they own, not client Pages. Ad accounts that were set up by the agency should be claimed as their own.

It’s best practice to use separate ad accounts for each client. Separating ad accounts by client will be the easiest structure to manage within Business Manager. If you use one ad account for multiple clients, we recommend uploading your existing ad account to Business Manager and then choosing to link it to one primary client. You’ll then be able to create new ad accounts within Business Manager for other clients.

If your end client is not on Business Manager, your work flows should not change.

If you’re currently using a Preferred Marketing Developer, please contact your PMD partner to confirm that work flows do not need to change once assets are uploaded to Business Manager.

Facebook Business Manager: Step-by-Step Set-Up Guide for Agencies