KC MEDIA | Facebook setup

FACEBOOK ADVERTISING

How to share access to pages & ad accounts in Facebook Business Manager

Business Manager is a free Facebook tool designed for managing your Facebook Pages and ad accounts. By using a Business Manager, you can:

Manage access to your Facebook Pages and ad accounts – see who has access to your Pages and ad accounts and remove or change their permissions

Work with agencies – you can also share your Business Manager account with agencies so that they can help you manage your ad campaigns

Track your efforts, with detailed reports and visualization that show you how your ads are performing.

In just 4 simple steps, this guide will teach you how to do everything from setting up your account to sharing access. Let’s dive in!

How to set up Facebook Business Manager

Step 1. Create a Facebook Business Manager account

1.1) Go to Business.Facebook.com

1.2) You must be logged into your personal Facebook account to create a Business Manager account. If you see the white LOG-IN button click and log in.

› If you do not see “LOG-IN” you are already logged into your personal account and we can continue

1.3) Click the blue CREATE ACCOUNT button on the top right.

1.4) Fill in your business information:

› Enter your business name

› Enter your business email

TIP: Don’t enter your personal email account as you want to keep your personal and business accounts separate.

› Click Next

1.5) Add your business details

› Click Submit

YAY!

Your Business Manager is officially up and running, it’s now time to set up your Facebook business assets! LET’S CONTINUE!

Add your Facebook assets to your Business Manager account

You have created your Business Manager, but as of right now there is nothing connected to this account. In order to manage your assets (pages and ads) we will need to connect everything together. Steps 2 and 3 will help us get there. Let’s continue!

Step 2. Add your Facebook business page to the Business Manager account

This step allows you to manage your Facebook business page(s) all in one place.
There are 3 ways to add a Facebook page to your Business Manager

Add a Page you own- This is a page your business already owns, claiming your page will move it into your Business Manager account.
Request Access to someone else’s page- This is useful when you manage pages for clients or other business.
Create a New Page– Only if you need to create a new page for your business.

We will be focusing on adding a page you already own. Let’s keep going!

Add your Page

2.1) In the upper right corner of your Business Manager account, click the blue Business Settings button

›This will open a new window taking you to your Business Manager settings.

2.2) In the toolbar on the left, under the tab “Accounts”, click Pages
2.3) Click +Add
2.4) Click Add a Page

2.5) Type your Facebook business page name or URL

GREAT! You’ve now connected your business page to your Business Manager account. Next, is step 3 where we will add an ad account to your Business Manager.

Step 3. Add a Facebook ad account to your Business Manager

Similar to the previous step, there are 3 ways to add a Facebook ad account to your Business Manager

Add an Ad Account you own- This moves an ad account you already own to your Business Manager account
Request Access to someone else’s ad account- This is useful when you manage ads for clients or other business.
Create an Ad Account- If your business has never run an ad you will create and ad account here. An ad account is required to run ads on Facebook

We will be focusing on creating a new ad account. Let’s keep moving!

Add an Ad Account

3.1) From Business Settings in your Business Manager account, click Ad Account in the toolbar to the left
3.2) Click the blue +Add
3.3) Click Create a New Ad Account

TIPS: If you choose to Add an Ad Account or Request Access to an Ad Account, you will enter the ad account ID; you can find this in you Ads Manager.

3.4) Fill in your account information

TIP: I would suggest creating your ad account name as your page/business name with the word “Ad” after. This makes it easy to find in your Business Manager and will help anyone you choose to share access with.

› Click Create Ad Account

3.5) Add people to your ad account, make sure you add yourself

› Assign your role as Ad Account Admin

› Click Save Changes

WE’RE ALMOST FINISHED! You’ve created your Business Manager account and connected both your Facebook business page and your Facebook Ad Account to Business Manager. The last step is to grant KC MEDIA Agency access so we can help run and manage your ads! Let’s wrap this up!

Step 4. Connect a partner in Business Manager

Connecting your business to an agency through partnering is the best way to grant access while maintaining complete control over your assets. After completing this last step, KC MEDIA Agency will be able to help you manage your ad campaigns!

4.1) From Business Settings, in your Business Manager account, click Partners in the left toolbar, under the “Users” tab.
4.2) Click the blue +Add
4.3) Type in KC MEDIA [Karel Cernoch Media] Business ID number: 999730070182177

› Click Next

IMPORTANT: Please complete steps 4.4 & 4.5 before clicking Assign Assets or Save Changes

4.4) On the left toolbar, under “Asset Types” tab, click Pages

This is where you will grant KC MEDIA admin access to manage your Business Page. Depending on your browser you will see the following:

› Select Page admin role from the drop down

› OR select Manage Page on the right side

› Continue to step 4.5

4.5) Similarly, in the left toolbar, under “Asset Types” tab, click Ad Accounts

› Select Ad Account Admin role from the drop down

› OR select Ad Account Admin Access on the right side

› Now you can click Assign Assets or Save Changes

Congratulations!

You are now set up in Facebook Business Manager, your ad account and business page are connected and KC MEDIA will be able to help you create and manage your page and ads!