Getting Started with the Facebook Business Manager

Some accounts have been prompted to migrate to the Business Manager and may have a message in their Ads Account area.  But the easiest way to migrate to Business Manager is to go directly to: https://business.facebook.com/ and scroll down to the Get Started Button.

Once you click the blue Create Account button you’ll see a pop-up box with just 2 steps to getting started.

Step 1:  The first step is to just name your Business Manager account.  It can be the same name as your Page, just realize that when you are navigating around.

Step 2: The second step is just adding your name and email you will use for your Business Manager.  You can use a different email or the same one you use to log in to your personal profile if you want.

After you get set up they will also ask if you want to add a Page and Claim an Ads Account.

Claiming an Ads Account cannot be undone so be very careful about claiming Ads Accounts. You can always request access to another Ads Account and then the owner of that Ads Account will retain the information about the ads and stats.

3 Essential Steps to the Facebook Business Manager

In order to use Facebook Business Manager after you get the initial setup done, you need to complete these steps (if you haven’t done them already in the setup process):

  1. Add Pages and Ads Accounts – Only Claim Pages or accounts that you own (you can also create a brand new Ads account if you don’t use one already)
  2. Add People – Invite the people with an email address and they will get a notification to join
  3. Assign People to the Assets that they are allowed to work on – Once the people have joined, you can then assign the assets that they can access

This can all be done from the Business Settings Page (either the blue button in the upper right corner or navigate to the menu item from the upper left corner.  More on these steps in the next section.

Once you are in the Business Settings section, your screen will look like this.  The settings you will access the most are the People, Pages, and Ad Accounts in this area.

Facebook Business Settings assign assets

Navigating the Business Manager

To access the Business Manager after you have it set up, you can go direct from https://business.facebook.com/ or you can access the Business Manager from the dropdown menu.

You can see you can be given access to multiple Business Managers so when you want to work on a specific account, you just click on that Business Manager to get started.

Navigating to the Business manager

Once you get there, you have an overview of all the Pages you have access to as well as all the Ads Manager accounts (as shown earlier).

If you are adding your own assets into your Business Manager, then you will claim those accounts.

Request Access to a Facebook Ads Account

One thing that’s important to note, when you Request Access to a Page or Ads Account, you won’t see that asset show up in the main list until you then Assign roles to people (including yourself).

Request Access to a Facebook Page

If you need to Add New People to your account, you can also do that from the Business Settings area by selecting the People option from the left sidebar then Add New.  For most people, you want to add them at the “Employee” level even if they aren’t a true employee of yours and only reserve Admin access for a few main people or just yourself.

Then assign them the assets they can work on after they have confirmed access.

If you need to Post on a Page or create an Ad, you can just click on that Page or Ads account from your main navigation area and the interface will then be the same as you’ve always seen it, you will just have the Business Manager name in the upper right rather than your profile name.

Removing a Page from Business Manager

If you do need to remove a Page from the Business Manager, go to the Business Settings (left sidebar of your main page) and select Pages.

Navigate to that Page and select the Remove button.

Remove a Page from Facebook Business Manager

If for some reason you are having an issue with this, you may try making another Page the Primary Page (or creating a new Page for the sole purpose of making that the Primary Page) and then removing the non-Primary Page.  This used to be the old method (although a silly one) of removing a Page from the Business Manager. But it looks like Facebook has updated the Business Manager to more easily allow the removal of Primary Pages.