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How do I set-up Facebook Business Manager?

What is Facebook Business Manager?

Think of business manager as a hub which allows you and your business to manage your Facebook pages, ad accounts, and your marketing efforts in one place. On top of this you can share access to these assets across your team and agencies like ours.

What can you do with Business Manager?

Setting up a business manager account lets you do the following:

  • Create and manage multiple assets such as a Facebook Pages, Instagram accounts, audience lists and product catalogues, all in one place.
  • Control user access and permissions for everyone who works on your ad accounts, and pages while you retain ownership of all your assets.
  • Track your ads on Facebook and Instagram more efficiently with easy overviews and detailed views of your ad spending and impressions audiences etc.

Why you should use Business Manager

If you are going to advertise on Facebook and want to use external individuals and companies to help you, we recommend that you use to Business Manager because:

  • Business Manager is a more secure way to manage your pages and ad accounts.
  • You can see who’s working on what and what they have access to view and work on.
  • You can also keep your business separate from your personal Facebook profile.
  • You maintain ownership of your pages and ad accounts.

It’s important to note that while you can transfer ownership of Facebook pages you cannot do this with Ad accounts. If you let someone else set-up your Ad account outside of your Facebook business manager you won’t own it.

How to set up your Facebook Business Manager

(please note we also have a more comprehensive step by step guide here if you are new to Facebook … and are a bit nervous about setting this up)

Please follow these steps below to set-up your account.

  • Go to and select Create Account.
  • Enter your name and confirm your identity with Facebook login credentials.
  • Follow the prompts to create your business account.

Once you account is set-up you can do the following to add pages, ad accounts and people to your business manager account.

  1. Go to Settings – People and assets – People.
  2. Assign authorised agencies, such as Happy Monday, to ad accounts and Pages with the appropriate role permissions. You will need to ask your agency for their Business ID in order to do this.
  3. Go to Business settings – Instagram accounts to connect any Instagram business accounts.
  4. Add at least two people as Business Manager admins, and add the rest as Business Manager employees. It’s always important to have more than one admin in case someone leaves. There is nothing worse than losing control of your Facebook business account.
  5. Go to Pages – Add new Pages – Claim a Page to connect your Facebook Page. If you are a Page Admin, your claim will be instantly approved. If you are not a Page Admin, a notification to approve the claim request will be sent to the current Page Admin.
  6. Go to Ad accounts – Add new ad account. You will have the access to add an account you own by supplying the ad account ID, or request access to use another Business Manager-owned ad account. The ad account should be owned by the entity that pays invoices.

If you are still a bit confused, and we totally understand as it can be a challenge when you don’t understand how this all works, this Facebook Business Manager Playbook may help, or you can contact us to assist.

Setting up Facebook business manager