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Making a Risk Management Plan for Your Business
It’s impossible to eliminate all business risk. Therefore, it’s essential for having a plan for its management. You’ll be developing one covering compliance, environmental, financial, operational and reputation risk management. These guidelines are for making a risk management plan for your business.
Developing Your Executive Summary
When you start the risk management plan with an executive summary, you’re breaking apart what it will be compromised of into easy to understand chunks. Even though this summary is the project’s high-level overview, the goal is describing the risk management plan’s approach and scope. In doing so, you’re informing all stakeholders regarding what to expect when they’re reviewing these plans so that they can set their expectations appropriately.
Who Are the Stakeholders and What Potential Problems Need Identifying?
During this phase of making the risk management plan, you’re going to need to have a team meeting. Every member of the team must be vocal regarding what they believe could be potential problems or risks. Stakeholders should also be involved in this meeting as well to help you collect ideas regarding what could become a potential risk. All who are participating should look at past projects, what went wrong, what is going wrong in current projects and what everyone hopes to achieve from what they learned from these experiences. During this session, you’ll be creating a sample risk management plan that begins to outline risk management standards and risk management strategies.
Evaluate the Potential Risks Identified
A myriad of internal and external sources can pose as risks including commercial, management and technical, for example. When you’re identifying what these potential risks are and have your list complete, the next step is organizing it according to importance and likelihood. Categorize each risk according to how it could impact your project. For example, does the risk threaten to throw off timelines or budgets? Using a risk breakdown structure is an effective way to help ensure all potential risks are effectively categorized and considered. Use of this risk management plan template keeps everything organized and paints a clear picture of everything you’re identifying.
Assign Ownership and Create Responses
It’s essential to ensure a team member is overseeing each potential risk. That way, they can jump into action should an issue occur. Those who are assigned a risk, as well as the project manager, should work as a team to develop responses before problems arise. That way, if there are issues, the person overseeing the risk can refer to the response that was predetermined.
Have a System for Monitoring
Having effective risk management companies plans includes having a system for monitoring. It’s not wise to develop a security risk management or compliance risk management plan, for example, without having a system for monitoring. What this means is there’s a system for monitoring in place to ensure risk doesn’t occur until the project is finished. In doing so, you’re ensuring no new risks will potentially surface. If one does, like during the IT risk management process, for example, your team will know how to react.
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How To Use Meta (Facebook) Business Manager: Complete Guide
Meta Business Manager is a central dashboard to manage all of your Facebook marketing and advertising activities.
If your brand or business uses Facebook, you should be using Facebook Business Manager. Part of the Meta Business Suite, the tool keeps your Facebook business assets safe, centralized, and organized, whether you’re a team of one or 10.
If you’ve been putting off setting up Business Manager because you weren’t quite sure how it works, we’ve got good news. In just 10 simple steps, this tutorial will teach you how to do everything from setting up your account to placing your first ad campaign.
Let’s dive into what Facebook Business Manager is, who can benefit from creating an account, and how to set up an account for your brand.
Bonus: Download a free guide that teaches you how to turn Facebook traffic into sales in four simple steps using Hootsuite.
What is Facebook Business Manager (aka Meta Business Manager)?
Facebook Business Manager, now called Meta Business Manager, is a free platform that helps you manage and organize your business on Facebook. Meta further explains that Business Manager “helps advertisers integrate Facebook marketing efforts across their business and with external partners.”
Basically, it’s a central dashboard to manage all of your Facebook marketing and advertising activities . You can also control multiple users’ access to your Facebook page and assets, along with additional resources like your Instagram account and product catalogs.
Here are some of the key functions of Business Manager:
- It’s a central place to track Facebook and Instagram ads , with detailed reports showing how your ads perform.
- It allows you to give vendors, partners, and agencies access to your pages and ads without handing over ownership of the assets.
- It keeps your business activities separate from your personal profile , so you don’t have to worry about posting in the wrong place (or getting distracted by cat videos when you’re trying to work).
If you’re still unsure if setting up a Meta Business Manager account is right for you, let’s go over who should use it and why.
Why should you create a Meta Business Manager account?
There are several scenarios you may be in where you’d benefit from having a Meta Business Manager account. Here are a few reasons to create an account:
- You’re a brand social media manager: If you’re a social media manager or another marketing team member at a business, then Meta Business Manager is the tool you need. Business Manager makes it easy for multiple people to access and manage your Facebook or Instagram business pages.
- You’re a creator or business owner: In addition to helping you organize and manage your business, Business Manager helps separate your brand from your personal account. Your audience won’t see your personal Facebook information — they’ll only associate your brand with the information you choose to share such as your name, work email, and Pages and ad accounts.
- You manage multiple assets or accounts: If you manage multiple Facebook or Instagram assets such as Facebook Pages, ad accounts, or apps for your business, then having one central platform helps keep everything organized.
- You work with external vendors: Do you work with a marketing agency or freelance social media manager to help create, run, or manage your Facebook Pages or ads? Meta Business Manager makes it easy to give access to external team members while ensuring you and your business maintain ownership of all your assets.
If you find yourself in one of these situations, let’s go over how to set up your Meta Business Manager account.
How to set up Meta Business Manager in 10 steps
Before you create your Meta Business Manager account, it’s important to note a couple of requirements:
- You must have a personal Facebook account to create a Facebook Business Manager account. Your personal account is used to log in and confirm your identity.
- You can only create up to two Business Manager accounts.
Now that those steps are squared away, let’s go over the steps to set up your Meta Business Manager account.
Step 1. Create your Business Manager account
1. Go to business.facebook.com . You can log into your Facebook or Instagram account or create a new account.
2. To create your business account in Business Manager, enter your business and account name. You’ll also need to add your name and business email to verify the account. Hit Submit to create your account.
3. Check your email for a message with the subject line “Confirm your business email.” Within the message, click Confirm Now .
4. Once you’ve confirmed your account, it’s time to add your business details. This information includes your business’s legal name, address, phone number, and website.
Step 2. Add your Facebook Business Page(s)
In this step, you have a couple of different choices. You can add an existing Facebook business page or create a new one. If you manage Facebook pages for clients or other businesses, you can also request access to someone else’s page.
That last distinction is important. While you can use Business Manager to manage clients’ Facebook pages and ad accounts, it’s important to use the Request Access option rather than the Add Page option. If you add your client’s pages and ad accounts to your Business Manager, they’ll have limited access to their own business assets. That’s a sure way to cause tension in your business relationship.
For the purposes of this post, we’ll assume you’re managing your own assets rather than acting as an agency, so we won’t get into the Request Access process. But be sure to keep this difference in mind.
If you haven’t created your Facebook Business page yet, we have a video tutorial that walks you through setting one up. Hop on over to the video above and come back here to add your page to Facebook Business Manager when you’re done.
To add your Facebook page to Facebook Business Manager:
1. From the Business Manager menu, click Business assets . Click Pages , then select the blue button that says Add Pages .
2. Next, you’ll be asked to choose between a few options. You can either create a new Facebook Page, claim an existing Facebook Page, or request to share a Facebook Page.
3. After you’ve selected Claim an existing Facebook Page , start typing the name of your Facebook business page in the text box. Your business page name should autocomplete below, so you can just click on it. Assuming you have administrator access to the page you’re trying to add, your request will be approved automatically.
Step 3. Add your Facebook ad account(s)
Note that once you add your ad account to Facebook Business Manager, you can’t remove it, so it’s especially important only to add accounts you own. To access a client account, click Request Access instead.
If you’re already using Facebook ads , you can link your existing ad account as follows:
- From the Business Manager dashboard, click Add Ad Account
- Click Add Ad Account again
- Finally, enter the ad account ID , which you can find in Ads Manager .
If you don’t already have a Facebook ads account, the process to add an ad account is similar to adding a Page.
1. From the Business Manager menu, select Business assets . Once there, click on the blue button in the right hand corner that says Add assets .
2. You’ll see several drop-down options to choose from. Select Advertising , then select Ad account .
3. Select Create a new ad account. Enter the details for the ad account you want to create. These details include the ad account name, your time zone, and the currency in which you’ll pay for your ads.
Step 4. Add people to help you manage your Facebook assets
Keeping on top of your Facebook marketing can be a big job, and you may not want to do it alone. Business Manager allows you to add team members so you can have a whole group of people working on your Facebook business page and ad campaigns.
Before you add people to your account, take note of the access options you can assign.
Facebook offers three levels of access:
- Full control: Formerly called the “business admin,” this role has total control over the account’s settings, business assets, tools, and people. People with full control can also delete the account. This role is best for business owners.
- Partial access: Best for marketing team members or external vendors, people with partial access can only work on tasks and business assets assigned to them.
- Advanced options: Adding this option to a role allows people to work on assigned tasks in addition to the access they have with full control or partial access. This role is meant for people who may need access to financial information (previously the finance editor or finance analyst roles).
Once you know which roles are available, here’s how to set up your team.
1. From the Business Manager menu, select People . Once there, click on the blue button in the right hand corner that says Add People .
2. Enter the business email address of a team member you want to add. This might include employees, freelance contractors, or business partners. In this step, you are specifically adding individuals rather than an agency or another business (you can do that in the next step).
3. Next, select the access you want to give them. You can decide whether to give these individuals basic account access (choose Partial access ) or full access (choose Full control ).
Note : Facebook recommends limiting full control to only a few people.
You can get more specific in the next stage. Make sure to add people using their work email addresses. Then click Next .
4. Next, select which business assets you want to give that person access to. The dropdown menu will display all of the Facebook Pages and Instagram accounts under your business account.
You’ll have a chance to review the invitation before you send it and they can confirm. Once you’re finished, you can add more people to your team if needed.
Note: A Facebook ad account can have up to 25 people associated with the account. After that, you’ll need to remove team members in order to add more.
If someone with access leaves your company or switches to a different role, you can revoke their permissions. Here’s how:
- From your Business Manager dashboard, click People in the left menu.
- Click on the name of the appropriate person. To edit a person’s role or remove them from your team, click the three dots in the right corner.
- Select whether you want to edit their account info, edit their business permissions, or remove them from the business account.
Step 5: Connect your business partners or ad agency
This might not apply to you if you’re just getting started with Facebook advertising, but you can always come back to this step later.
- 1. From your Business Manager dashboard, click
- in the left menu.
2. In the left menu, click Partners . Under Partner to share assets with, click Add .
3. Your partner must have an existing Business Manager ID. Ask them to provide it to you. They can find it in their own Business Manager under Business Settings>Business Info. Enter the ID and click Add .
The business you’ve just added can manage permissions for the individuals on their own teams from their own Facebook Business Manager account. That means you don’t need to worry about assigning and managing permissions for all the individual people who service your account at your agency or partner company, just the partner company itself.
Step 6: Add your Instagram account
Now that you’ve got your Facebook assets set up, you can connect your Instagram account to Meta Business Manager as well.
1. From your Business Manager dashboard, click Business Settings .
2. In the left column, click Instagram accounts , then click Add . In the pop-up box, enter your Instagram login information and click Log In to connect your account.
Step 7: Set up Facebook Pixels
What’s a Facebook Pixel ? Put simply, it’s a small bit of code that Facebook generates for you. When you place this code on your website, it gives you access to information that will allow you to track conversions, optimize Facebook ads, build targeted audiences for your ads, and remarket to leads.
We recommend setting up your Facebook pixel right away, even if you’re not ready to start your first ad campaign yet. The information it provides now will be valuable when you are ready to start advertising.
Our complete guide to using Facebook pixels is a great resource that walks you through everything you need to know about making the best use of the information a Facebook pixel can provide. For now, let’s get your pixel set up from within Meta Business Manager.
2. In the left column, expand the Data Sources menu and click Pixels , then click Add .
3. Enter a name (up to 50 characters) for your pixel. Enter your website so Facebook can provide the best recommendations for how to set up your pixel, then click Continue . When you click Continue, you are agreeing to the Pixel terms and conditions , so you should read those before you go any further.
4. Click Set up the Pixel Now .
5. Follow the detailed instructions in our Facebook pixel guide to get the pixel set up on your website and start collecting data.
You can create up to 100 pixels with your Meta Business Manager account .
Step 8. Increase security on your account
One of the advantages of using Meta Business Manager is that it offers extra security for all of your business assets.
1. From the Business Manager dashboard, click Business Settings .
2. In the left menu, click Security Center .
3. Set up two-factor authentication. Setting it as required for Everyone offers the highest security.
How to create your first campaign in Meta Business Manager
Now that your account is set up and your pixels are in place, it’s time to launch your first Facebook ad.
Step 9: Place your first ad
We’ve got a full guide that explains the strategy and specific details you need to know to create compelling and effective Facebook ads . So here, we’ll just walk you through the steps you need to take to get an ad up and running in Business Manager.
1. From your Business Manager dashboard, click Ads in the left column.
2. This will take you to your ads dashboard where you’ll see an overview of metrics from recent ads. To create a new ad, click the blue Create ad button in the top right corner.
3. Choose your goal, target your audience, set your budget and schedule, and choose your specific ad types and placements. You also have the option to boost existing content or get personalized suggestions with Automated Ads. Follow our step-by-step instructions for advertising on Facebook to be sure you don’t miss a step.
Frequently asked questions about Meta Business Manager
What is facebook business manager called now.
Facebook Business Manager is now called Meta Business Manager. The platform is part of the Meta Business Suite which is used to manage all of your brand’s Facebook and Instagram accounts in one place.
How do I use Meta Business Manager?
To set up your Meta Business Manager, you need to have a Facebook Business account. Setting up your Meta Business Manager account is free and can be done in a few steps. After you create your Business Manager account, you can use it to manage Facebook ads, organize marketing assets, and share access with team members.
Does Meta Business Manager cost money?
Meta Business Manager is a free platform. Anyone with a Facebook Business account can set up Meta Business Manager to manage Facebook advertising and organize brand assets.
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How to Create and Manage Your Meta Business Manager
Meta business manager is a place to manage all your meta accounts, including facebook, instagram, and meta ads.
Meta Business Manager is essential to managing your business's presence across Meta technologies. Through the Meta Business Manager, you can assign permissions for people to manage your Facebook Page, Instagram Account, Meta Ads Account, and more.
To create a Meta Business Manager, you'll need a personal Facebook account to log in with. Also as a note, one person can only create up to 2 Meta Business Manager accounts. If you've already created 2 accounts, someone else will need to create a new Meta Business Manager.
Here's a step by step on creating a Meta Business Manager account for your business:
- Fill out your business information, including the business name, your name, and your business email.
- Click "Submit."
- Facebook page
- Instagram account
- Meta Ads account
- WhatsApp account
Once you've added all your assets to your Meta Business Manager, you can now add other people to help manage your accounts. You'll invite them by email address, so make sure it's the correct email associated with their Facebook account.
As a best practice, make sure at least 2 people have access to your Meta Business Manager. That way if someone loses access to their account, you can still access your Meta Business Account.
Some other things you can add to your Meta Business Account include:
- Payment methods (for advertising)
- Shopping catalogs (for B2C businesses)
- Integrations with other apps (such as HubSpot)
- So much more!
How to create Facebook Business Manager
Facebook Business Manager will serve as a central hub where all of your assets will be organised in and can share permissions to partners. You will need one in the case that:
You want to manage multiple assets (Facebook Page, Instagram business profiles, Ad Accounts etc)
An agency will be running the ads for you
You need to manage user access to the right people and right credit lines
You have more than one person managing your Facebook or Instagram Profiles
You set up a WhatsApp Business number and you need to verify your company.
Here is the guide on how to set up the Business Manager.
Go to www.business.facebook.com - > Create Account
Facebook will ask you to log into your personal account, but you may opt to create a separate Facebook account just for using Business Manager.
Enter a name for your business, preferably your domain name and insert your full name and email and click on the “Next” button.
2. As soon as you fill in the form, confirm your email address to receive full access to the account.
3. Setup your Business Manager
Upon providing the information you will be redirected to the Business Manager’s Dashboard. Here, you can set up all the basic assets (Pages and Ad Accounts) and also grant and manage the access levels of the people that you will be working with. In order to add assets other than these you need to do so through your Business Manager’s settings.
Adding Pages to your Business Manager
Use this option to add any Pages that are connected to your business. You need to provide the name or the URL of the Facebook Page(s) you own. In the case that you do not own one you can either create via the “Create Page” button or request access to it by clicking on the respective button. Adding a Page is required as it is needed in order to run most types of ads on Facebook.
Adding ad accounts to your Business Manager
You can create, add or request permission to access an ad account.
If you run ads on Facebook for your business, you can either add your existing ad account or create a new one in Business Manager.
Adding people to your Business Manager
Add anyone who works on your business’s Facebook Page or ad accounts. You need to provide an email where the invitation will be sent too. Have in mind two things:
The email shouldn’t necessarily be the person’s personal email. It can, and it'd be best, if you use their work email.
Нou need to have in mind that the person needs to have a personal Facebook Profile. In the case that they don’t have one they will be prompted to create one prior to accepting your invitation. This helps Facebook verify their identity.
Once they accept your invitation to join this Business Manager you can assign them to your business’ assets.
Adding a Pixel to your Business Manager
The Facebook pixel is a piece of code that’s placed on your website to report conversions, build audiences and get insights about how people are using your website. Bear in mind that there’s a limitation of 10 pixels per Business Manager Account.
Head over to Business Manager’s settings. Under the “People and Assets” tab locate the Pixels tab. Click on the “+Add” button and choose create. Upon creating the pixel you will be prompted to set it up you can either do so now or choose to continue managing your business.
Adding your Instagram Account to Business Manager
Depending on the business field you operate in you might find that having a presence on Instagram makes sense. In that case you will need to add an Instagram account for advertising. To do so, navigate to the Instagram Accounts Tab, click on the “Add” button and fill in your account’s credentials. Once you have added your Instagram account, you will want to connect it to your ad account. To do so, click on the desired Instagram account and then “Assign Ad accounts”.
Have in mind that both Instagram and Ad accounts need to be under the same Business Manager for you to make the connection. Should you wish to delete it at some point in the future, here's the place you can do so. Find and click on your Instagram account and then click on “Remove”.
Read How to verify Facebook Business Manager
- Facebook Business Manager
6 Easy Steps To Set Up Facebook Business Manager Like a Pro
Leave some sugar out in the open, and you’ll find ants surrounding it.
Today, Facebook, with its 2.89 million monthly active users , is like sugar. You’ll find endless business owners and marketers looking to cast a wide net with their pay per click (PPC) advertisements scrambling for a piece of this sugary goodness.
What’s more, Facebook has rolled out different management and analytics tools like Ads Manager , Audience Analytics, and Page Insights to retain their massive hold on the market. But many of these tools are spread out across the social media platform, making them easy to miss.
That’s when Facebook Business Manager comes into the picture.
Here’s the deal: Today, we’re going to walk you through Facebook Business Manager and show you exactly how the tool works and how you can use it to achieve your campaign goals.
Let’s get to it, shall we?
What is Facebook Business Manager?
Why use facebook business manager, how to set up a facebook business manager, who should create a facebook business manager account, facebook business manager best practices to set yourself up for success, facebook business manager recap, get brand new facebook ad strategies straight to your inbox every week. 23,739 people already are.
Facebook’s Business Manager tool makes it easier to manage multiple Facebook pages, ad accounts, and business assets, as well as Instagram accounts and product catalogs—all in one place.
(enter praise hands)
In Facebook‘s words, “Business Manager serves as a one-stop-shop to manage business tools, business assets and employee access to these assets.”
With this tool, you can:
- Remove or change viewing permissions
- See who has access to your business pages and ad accounts, and assign them different roles within the platform
- Share your Business Manager accounts with agencies you’ve hired to help you manage your ad campaigns
The whole point of using Facebook Business Manager is to help you and your team stay organized and focused when creating, monitoring, and publishing ads, pages, and other business assets on Facebook.
What’s the difference between Facebook Ads Manager and Facebook Business Manager?
Remember that absurd Geometry rule about how every square is a rectangle, but not every rectangle is a square?
Here’s a quick review:
- A rectangle has four interior right angles
- A square has four interior right angles and four equal, straight sides
As you can see, a square fits under the general definition of a rectangle, but a rectangle doesn’t fit the definition of a square.
The same logic applies to Facebook Ads Manager (the square) and Business Manager (the rectangle).
Facebook Business Manager is the hub for accessing all of your Facebook marketing needs, including pixels, new ad accounts, catalogs, and business pages.
On the other hand, the Ads Manager allows us to create and track multiple Facebook ads , ad sets, and Facebook campaigns for your business pages. It’s a part of the Business Manager suite of tools.
You can work in multiple Ads Manager accounts with the Business Manager.
Managing several business pages, ad accounts, and other assets can quickly turn into a nightmare. The situation can get even worse—way worse—for agencies that have to manage dozens of client accounts.
Even the thought sounds insane.
Luckily, we have Facebook Business Manager to keep everything secure and organized and smoothen the back-and-forth to get from one asset to the next from a single dashboard.
To reiterate our point further, here are six benefits of a Facebook Business Manager:
- Separates your personal Facebook profile from your business page. As such, you no longer have to worry about privacy concerns or accidentally posting something that isn't meant for your business account.
- Easily manage multiple Facebook ad accounts and Pages in one place. You’ll have a central location to track your ads and post performance. In turn, this will help organize your social media marketing and advertising efforts.
- Safely share access with multiple people. You’ll have full control over which agency, partner, or vendor gets access to your accounts and still have complete ownership of your assets.
- Build custom audiences for different ad campaigns. This is a huge advantage for agencies that run ads for multiple clients, as well as for businesses that target different types of audiences.
- Control the level of access each employee has based on the role. This will simplify the process of delegating tasks and monitoring what your employees are doing without risking security.
- Revoke access for people who no longer work for you. Moreover, you can easily maintain an up-to-date roster in Business Manager.
Another feature that’s great about Facebook Business Manager is it keeps you focused on your work.
After logging into your account, you’re immediately directed to your business assets from where you can access your pages, Ads Manager, and other business-related assets. So no getting distracted by your personal Facebook feed or notifications.
The Facebook Business Manager account has a totally different setup process from that of creating a personal account—all you need is a business name and email to get the ball rolling.
Here’s a step-by-step rundown of how to get started with Facebook Business Manager:
Step 1: Create a Facebook Business Manager account
"How do I access Facebook Business Manager?"
First and foremost, you’ll need a personal Facebook profile to create an account on Business Manager. It’s required to confirm your identity.
Don’t worry, though. Your co-workers, vendors, and partners won’t have access to any personal information in that account.
Note: We’re going to assume you’re one of 2.89 million people who have a Facebook personal account. But if you don’t, you can click here .
Follow the steps below to create a Facebook Business Manager account:
- Go to business.facebook.com .
- Click on the Create an Account button on the top right-hand side of the screen.
- Log in to your personal Facebook account. If you’re already logged in, you can proceed to the next step.
- Enter your business name, your name, and the email address you want to use for your Business Manager account. Click Next .
- Fill in additional details, such as your address, phone number, and website. You’ll also have to specify whether you’ll use the account to promote your own business or provide services to other businesses (AKA whether you’re an agency). Click Submit .
- Next, you’ll receive an email asking to confirm your Business Manager account. Go to your inbox and look for an with the subject line “Confirm your business email.“ Open the email, and click Confirm Now .
Your business now has an up and running Facebook Business Manager account to its name.
Step 2: Link your Facebook business pages to your Business Manager account
You can take three different approaches here. You can:
- Add an existing Facebook business page
- Create a new Facebook business page
- Requesting access to your client’s page
If you’re managing Facebook pages for clients or other businesses, you have to click on the Request Access option rather than Add Page . Otherwise, you’ll have an angry client calling you to ask why they have limited access to their own business assets.
Precisely why you don’t want to add your client’s pages and ad accounts to your Business Manager.
For this article, we’re going to assume you’re not an agency and will be managing your own assets—and that you already have a business page. If you haven’t created a business page yet, click here to know how and come back when you’ve made one.
Here’s how to add your Facebook page to Facebook Business Manager:
- Open your Business Manager dashboard. Click on Add Page , followed by Add Page again in the Add Pages to Business Manager pop-up box.
- Enter your Facebook business page name in the text box. Then click Add Page . Your request will be approved automatically since you have administrator access to the page.
- Repeat the steps if you have more than one Facebook page associated with your business.
Once you’ve linked all your Facebook business pages to your Business Manager account, you can proceed to Step 3.
Step 3: Add your Facebook ad accounts to your Business Manager account
Disclaimer: There’s no going back after adding your ad account to Facebook Business Manager. You can’t remove it, so make sure you only add accounts you own. For client accounts, always select Request Access .
If you already have a Facebook Ads Account , simply link your existing ad accounts by following the steps below:
- From the Business Manager dashboard, select Add Ad Account .
- Click on Add Ad Account again, and then enter the ad account ID. You can find your account ID in Facebook Ads Manager.
If you don’t have a Facebook Ads Account , you’ll have to set one up. Here's how:
- From the Business Manager dashboard, select Add Ad Account followed by Create Account .
- Enter your account details. Click Next .
- Check the My business option to indicate you’re using the ad account for your own business. When done, select Create .
Every business creates one ad account right off the bat. Once you start to spend money actively in your first account, you can add more based on your advertising spend .
Remember, you cannot request more ad accounts.
Step 4: Add people to help you manage your Facebook assets
Facebook advertising is intense. You may not want to do it alone, which is why Facebook Business Manager allows you to add team members.
You can set up a whole group of people to work with you on your page and ad campaigns. Here’s how to go about this:
- Open your Business Manager dashboard, and select Add People .
- In the pop-up box, enter the work email address of the person you want to add. You can only add specific individuals here—not an agency or another business.
- Decide whether you want to give your team members limited access (select Employee access) or full access (choose Admin access). When done, select Next .
- On the left side, select Pages . Choose the pages you want this team member to work on. Customize the member’s access using the toggle switches.
- Return to the left menu, and select Add Accounts . Customize the user’s access using the toggle switches. Once you’re done, select Invite .
- You can also add more team members. To do this, select Add More People , followed by Done .
Now, you wait for your team members to accept their email invites to be a part of your Facebook Business Manager team.
Step 5: Add your Instagram account
After you’ve got your Facebook assets set up, you can connect your Instagram account to Facebook Business Manager as well.
- Go to your Business Manager dashboard, and click Business Settings on the top right-hand side of the screen.
- In the left column, select Instagram Accounts followed by Add .
- In the Add an Instagram Account pop-up box, into your Instagram credentials and click Log In .
Step 6: Set up Facebook Pixels
Facebook Pixel is a small bit of code generated by Facebook for you. You can place the code on your website to access critical business information to track conversions, optimize Facebook ads , build targeted audiences for your ads , and re-market to leads.
Setting up your Facebook pixel right away is a recommended practice—even if you aren’t ready to start your first ad campaign yet. Here’s how you can get your pixel set up from within Facebook Business Manager.
- Click on Business Settings from your Business Manager dashboard.
- In the left column, click on Data Sources . A dropdown menu will appear. Select Pixels , followed by Add .
- Enter a name for your pixel. Remember, this must be within 50 characters. Facebook will then ask you to enter your website to provide recommendations on how to set up your pixel. Click Continue .
- Choose Set up the Pixel now .
You can then proceed as you normally would when setting up Facebook pixel. Check out KlientBoost's detailed guide on Facebook pixel to help you set up your website and start collecting data.
Honestly, not everyone needs a Facebook Business Manager account. For instance, if you’re running a small home business and managing your own social accounts, you don’t. But it’s a must if:
- You have a team of people managing your social media and marketing presence
- You’re an agency managing multiple Facebook or Instagram pages, or/and their ad campaigns
- You have vendors helping you run or manage your ads and/or Facebook pages, but don’t want to hand over your assets to them
- You want control over who has access and permission to your Facebook page and don’t want to hand over ownership to employees or agencies managing your business assets
Below, we’ve compiled a list of tips to ensure you make the most of Facebook Business Manager. Let’s take a look.
Take advantage of the Locations feature
If your business—or a business you’re collaborating with—has multiple locations, you should definitely use Business Manager’s Location feature. This will enable your customers to find the most relevant store pages through search engines.
Click on the Business Manager button located at the top of your page. Then under Assets , select Shop Locations .
Next, under Manage Business , click on All Tools followed by Shop Locations and Stores . You‘ll have to add all your stores manually, but you can use a spreadsheet if you have more than ten shops.
Don’t forget your business manager account security
Facebook Business Manager offers extra security for your business assets. To increase security on your account, follow the steps below:
- Go to your Business Manager dashboard.
- Click Business Settings .
- Select Security Center in the left menu.
- Next, set up two-factor authentication for your account. In the dropdown, choose the Required for everyone option to ensure the highest level of security.
Use the Projects feature
The Projects feature lets you group different pages, ad accounts, and apps into a single entity. This will give you logical access to specific assets that go together, which considerably simplifies managing business assets.
You can even add your Instagram accounts to these projects.
What’s more, you can group ages and ad managers by location, region, and business unit—or whatever makes the most sense based on your structure. Use the structure to add employees and partners to the relevant projects without having to add them where they don’t belong.
In this guide, we’ve covered everything to help you get started and make the most of your digital marketing and advertising efforts. But if you’re thinking of running Facebook ads, be sure you check out our Facebook Ads guide to understand how to maximize results from your ad campaigns.
Considering the scale of Facebook‘s digital footprint, it makes sense to create and maintain a business presence on the platform. So don't wait, jump on the Facebook advertising bandwagon now.
You’re absolutely ready to go!
Chapter 1: Facebook Ad Fundamentals
What you’ll learn: learn the best way to achieve your marketing goals through facebook ads by knowing how to set things up correctly., chapter 2: setting up your facebook ad campaigns, what you’ll learn: get a high-level view of facebook ads structure, the components needed, and all the different options you’ll see as you set up your first ads. , chapter 3: instagram ads, what you’ll learn: instagram is a huge piece of the facebook puzzle. here you can learn about the specifics—from how to ace instagram ads to ad examples to tips specifically for ig..