How to add a partner to your Facebook Business Manager

If you use Facebook Business Manager, we’re sure you’ve already realized what potential this network has when it comes to marketing and advertising. For those who are still unfamiliar with what Facebook Business Manager is and how it can help you gain customers, here are a few steps you need to follow.

Creating your page

You can create your business page on https://www.facebook.com/pages/create.  Choose the category that suits your business and follow the further instructions to publish your page.

Creating your Business Manager

It is much easier to promote your business and products/services with Facebook Business Manager, because it has functionalities and options that you cannot find in a regular business Facebook account. Some of these options include adding new users and their roles, accessing your Instagram account and more. To create Facebook Business Manager, first step is to go to https://business.facebook.com/overview

In the upper right corner, you can create your account. Once you have entered the account creation system, you need to fill in your data and verify the account.

The next step is to add your business page to Business Manager. You can do this from the Business Manager dashboard: select the Add Page option. A pop-up window will appear in which you need to select the Add Page option again. If you have multiple pages you want to add, repeat this process for each page.

Granting Access to your Facebook Business Manager

Facebook has provided two options for adding other people to your Business Manager. One option is to add one person to whom you assign a role in Business Manager. Of course, as on the business Facebook page, you can decide who you will give access to and under which privileges (limited or full access).

In the menu on the left, select the Pages option and choose the page for which you want to assign a role to. Depending on the privileges you want to assign, you can select one of the predefined profiles for the page.

From the Business Manager dashboard, click the Add people option, and enter the email address of the user you want to add.

If you want to add some more users, click Add More People and repeat the previously described procedure. Now you have to wait for the invited user to accept your invitation, after which they will have the privileges and the role you assigned to them.

It is good to know that these privileges can be changed or completely revoked for any reason. Here is a quick note on how to do it:

From the Business Manager dashboard, click Business Settings in the upper right corner, then select option People. Select the person to whom you want to revoke the assigned rights, and then click Remove. You have revoked previously assigned rights.

Granting access to your Business Partner (Marketing Agency)

This is the second option that Facebook offers and differs from the first in that you are not adding one person here, but another Business Manager account. When you add a partner, you can also choose which pages you allow access to and what privileges they will have in your account.

* Keep in mind that your partner will only see what you decide to share with them on their accounts. 

On the menu on the left, choose an account and click Assign Partner.  You will get the option to enter the account ID, which you want to give access to. Select the role you want to assign to your partner:

Admin role – gives full access to your account and business page. Admins have all permissions: managing ad account settings, adding people, and assigning roles to ad accounts. They can create and edit ads, edit payment options, and access reports.

Advertiser role – this is a role for someone who will only deal with ads and it includes creating, managing, and editing ads.

Analyst role – Analysts can review reports, follow the performance of your campaigns, but they don’t have any editing permissions.

 

Photo by: Austin Distel

When you grant roles for your business partner, keep in mind that the marketing agency needs to have full access to manage your business account properly. This is highly recommended because this way they can monitor all the processes and fix the issues that may come in the way. 

How to Grant Access to your Product Catalogue?

If you have already created a Product Catalogue, you can assign a Business Partner as well. Here you can also choose the roles you want your partner to have: Catalogue Admin or Catalogue Advertiser:

Catalogue Admin – have full access to your Catalogue. This role can add, edit and remove products and manage your Catalogue settings. Additionally it can run campaigns for your product. Note: for adding and running campaigns, your Partner also needs an ad account. 

Catalogue Advertiser –  this role allows your partner to create and edit product sets, and also can run campaigns. But, this role doesn’t have any settings changing permissions, and it also requires an ad account. 

If you decide to partner up with a Facebook Marketing Agency, the Admin role is suitable because it gives the most advanced options which are needed for the Agency to give the best results. 

Conclusion

Partnering on Facebook Business Manager can be a very fruitful option for you if you want a professional Marketing Agency to manage your assets, while you can keep full insight and control at the same time. 

Adding a partner can also be the reverse process. The Marketing Agency can send a request to access your Business Manager system, and you can accept, modify or cancel the request. It is also important to note that only business manager admins have the option to add a partner. 

So, if you are a business owner/admin who wants to work with Facebook Marketing Agency, add them as a partner. This way you decide which privileges you want them to have, assign them roles and permissions.

If you are a Marketing Agency with clients, you can add them to your Business Manager as partners by requesting access to your client’s Business Managers. This way you can ask for certain privileges that you need to run their business on Facebook properly. 

Tags: , , , , , ,

Leave a Reply

Your email address will not be published.