How to Add People to Business Manager and Manage Your Assets

By Cepy 8/08/2023 Post a Comment

Hi Online Friends,

If you are using Meta Business Suite (formerly known as Facebook Business Suite) to manage your online presence, you may wonder how to add people to business manager and assign them different roles and permissions. In this article, I will share with you my experience and tips on how to do that easily and securely.

Adding people to business manager is a great way to collaborate with your team members, partners, or agencies on your business assets, such as pages, ad accounts, catalogs, pixels, apps, and more. You can also control what each person can see and do with your assets, and revoke their access at any time.

However, adding people to business manager can also be confusing and risky if you don't follow the best practices. You may end up giving too much or too little access to someone, or exposing your sensitive information to unauthorized parties. That's why I have created this guide to help you avoid these pitfalls and make the most of your business manager account.

What is Business Manager and Why You Need It

Business Manager is a free tool from Meta that helps you organize and manage your business assets on Meta platforms, such as Facebook, Instagram, WhatsApp, Messenger, Audience Network, Oculus, and Workplace. With Business Manager, you can:

Create and manage multiple assets, such as pages, ad accounts, catalogs, pixels, apps, etc.
Add people to your business account and assign them different roles and permissions for each asset.
Add partners or agencies to your business account and share access to your assets with them.
Keep your personal and business profiles separate and secure.
Access all your assets and reports in one place.

If you have more than one asset to manage, or if you work with a team or external partners on your assets, you need Business Manager to streamline your workflow and protect your data. Business Manager is especially useful for businesses that have multiple pages or ad accounts, or that run ads across different platforms or regions.

How to Create a Business Manager Account

To create a business manager account, you need to have a personal Facebook profile and a page that you own or manage. You can create a new page or use an existing one. Then, follow these steps:

Go to business.facebook.com and click Create Account.
Enter your business name and click Next.
Enter your name and the email address that you want to use for your business account and click Next.
Select the page that you want to add to your business account and click Next.
Select the ad accounts that you want to add to your business account (optional) and click Next.
Select the people that you want to add to your business account (optional) and click Next.
Select the partners that you want to share access with (optional) and click Next.
Review your information and click Submit.

Congratulations! You have created your business manager account. You can now access it by going to business.facebook.com and logging in with your email and password.

How to Add More Assets to Your Business Manager Account

If you want to add more assets to your business manager account, such as pages, ad accounts, catalogs, pixels, apps, etc., you can do so by following these steps:

Go to business.facebook.com and log in to your business account.
Click Business Settings in the top right corner.
Click Data Sources in the left menu.
Select the type of asset that you want to add (e.g., Pages, Ad Accounts, Catalogs, etc.).
Click Add in the top right corner.
Select one of the options: Add an Asset (if you own or manage the asset), Request Access to an Asset (if you don't own or manage the asset but want to work on it), or Connect Your App (if you want to connect an app that you own or manage).
Follow the instructions on the screen to complete the process.

You can add as many assets as you need to your business manager account, and manage them all from one place.

How to Add People to Business Manager and Assign Them Roles and Permissions

Once you have created your business manager account and added your assets, you can add people to your business account and assign them different roles and permissions for each asset. This way, you can collaborate with your team members, partners, or agencies on your assets, and control what they can see and do.

To add people to your business account and assign them roles and permissions, you need to have full control of your business account. You can only add people who have a Facebook profile, and they need to accept your invitation before they can access your assets.

Here are the steps to add people to your business account and assign them roles and permissions:

Go to business.facebook.com and log in to your business account.
Click Business Settings in the top right corner.
Under Users, click People in the left menu.
Click Add People in the top right corner.
Enter the email address of the person that you want to add. You can add multiple people at once.
Click Next.
Select the type of access that you want to assign. You can choose between Admin Access (which gives full control of your business account and all its assets) or Employee Access (which gives basic access to your business account and allows you to assign specific roles and permissions for each asset).
Click Next.
Select the asset that you want to assign and choose the type of access. You can choose between Full Access (which gives full control of the asset) or Partial Access (which allows you to select the tasks that the person can perform on the asset).
If you choose Partial Access, select the tasks that the person needs for their job. For example, for a page, you can choose between Manage Page, Create Content, Moderate Comments, Advertise, Analyze Performance, and View Earnings. For an ad account, you can choose between Manage Campaigns, View Performance, View Payment Methods, Manage Payment Methods, View Cost, and View Billing Information.
Click Invite.
Review the invitation and click Send Request.

The person that you have invited will receive an email with a link to join your business account. They need to accept the invitation before they can access your assets. You can also resend or cancel the invitation at any time from the People tab in Business Settings.

How to Change or Remove Access for Someone in Your Business Account

If you want to change or remove access for someone in your business account, you can do so by following these steps:

Go to business.facebook.com and log in to your business account.
Click Business Settings in the top right corner.
Under Users, click People in the left menu.
Select the person that you want to change or remove access for.
To change their access, click Edit next to their name. You can change their type of access (Admin or Employee), or their roles and permissions for each asset. Click Save Changes when you are done.
To remove their access, click Remove next to their name. You can choose to remove them from your business account entirely, or from specific assets only. Click Confirm when you are done.

The person that you have changed or removed access for will receive a notification about the update. They will no longer be able to see or work on the assets that you have removed them from.

A Detailed Table Breakdown Related to Add People to Business Manager

To help you understand better how to add people to business manager and assign them roles and permissions, I have created a detailed table breakdown that summarizes the main points of this article. You can use this table as a quick reference guide when you need to add or manage people in your business account.

Type of Access	Description	Roles and Permissions
Admin Access	Gives full control of your business account and all its assets	Full Access: Can see and do everything on the asset Partial Access: Not applicable
Admin Access	Can add or remove people, partners, or assets Can change settings, billing information, or payment methods Can create new assets or delete existing ones Can view reports and insights
Employee Access	Gives basic access to your business account and allows you to assign specific roles and permissions for each asset	Full Access: Can see and do everything on the asset except deleting it Partial Access: Can only see and do the tasks that you assign for each asset
Employee Access	Can view your business account name and ID Can view the assets that you assign to them Can work on the assets according to their roles and permissions Can view reports and insights for the assets that they have access to

FAQs About Add People to Business Manager

How many people can I add to my business account?

You can add up to 2,000 people to your business account. However, you should only add people who need access to your assets, and assign them the minimum level of access and permissions that they need for their job.

How do I know who has access to my assets?

You can view who has access to your assets by going to Business Settings and clicking on the asset that you want to check. You will see a list of people, partners, or agencies that have access to the asset, and their roles and permissions.

How do I prevent someone from accessing my assets?

You can prevent someone from accessing your assets by removing their access from your business account. You can remove them from your business account entirely, or from specific assets only. You can also change their roles and permissions if you want to limit their access.

What if someone leaves my team or company?

If someone leaves your team or company, you should remove their access from your business account as soon as possible. This will prevent them from seeing or working on your assets, and protect your data and privacy.

What if I want to work with a partner or an agency?

If you want to work with a partner or an agency, you can add them to your business account and share access to your assets with them. You can choose between giving them access to your existing assets, or creating new assets for them. You can also control what they can see and do with your assets, and revoke their access at any time.

What if I don't own or manage the asset that I want to work on?

If you don't own or manage the asset that you want to work on, you can request access to it from the owner or manager. You need to have their email address or business ID, and they need to approve your request before you can access the asset.

What if I want to transfer ownership of an asset?

If you want to transfer ownership of an asset, you need to have full control of both the asset and the business account that you want to transfer it to. You also need to make sure that the new owner has a business account and agrees to accept the transfer. Then, you can follow these steps:

Go to Business Settings and click Data Sources in the left menu.
Select the type of asset that you want to transfer (e.g., Pages, Ad Accounts, Catalogs, etc.).
Select the asset that you want to transfer and click Transfer Ownership in the top right corner.
Enter the email address or business ID of the new owner and click Next.
Review the information and click Confirm Transfer.

The new owner will receive a notification about the transfer and will need to accept it before they can access the asset.

What are the best practices for adding people to business manager?

Here are some best practices for adding people to business manager:

Add only people who need access to your assets, and assign them the minimum level of access and permissions that they need for their job.
Use Admin Access sparingly, and only give it to people who have full control of your business account.
Use Employee Access for most people, and customize their roles and permissions for each asset.
Enable two-factor authentication for your business account and ask your team members to do the same.
Review and update your people list regularly, and remove or change access for anyone who no longer needs it.
Avoid sharing your login credentials with anyone, and use Business Manager instead.

Conclusion

I hope this article has helped you understand how to add people to business manager and assign them roles and permissions for your assets. By following these steps and best practices, you can collaborate with your team members, partners, or agencies on your assets, and keep your business account secure and organized.

If you have any questions or feedback, please leave a comment below. I would love to hear from you and help you out.

Also, if you found this article useful, please share it with your friends and colleagues who might benefit from it. And don't forget to check out my other articles on Meta Business Suite and online marketing.

Thank you for reading and happy marketing!

Google Ads Guide