How to Create a Business Manager Account on Meta
Hi Online Friends,
If you are looking for a way to manage your business presence on Meta platforms such as Facebook, Instagram, WhatsApp, and Messenger, you might want to consider creating a Business Manager account. Business Manager is a tool that helps you organize and manage your business assets, such as Pages, ad accounts, catalogs, pixels, and more. With Business Manager, you can also collaborate with coworkers, agencies, and partners, and access performance insights and reports.
In this article, I will show you how to create a Business Manager account step by step, and explain the benefits and features of using this tool. I have experience in creating and managing Business Manager accounts for various businesses, so I know the best practices and tips to help you get started.
What is Business Manager?
A brief overview of Business Manager
Business Manager is a tool that was launched by Facebook in 2014 to help businesses manage their online presence across Meta platforms. It is designed for businesses that have multiple Pages, ad accounts, catalogs, pixels, or other assets that they want to manage in one place. It is also useful for businesses that work with agencies or partners who need access to their assets or data.
With Business Manager, you can:
- Create and manage multiple Pages and ad accounts
- Add people to your business and assign them roles and permissions
- Share access to your assets with agencies or partners without sharing your personal login details
- Control your budget and billing for your ad accounts
- Use tools such as Ads Manager, Catalog Manager, Audience Network, and Analytics to create and optimize your campaigns
- Access reports and insights to measure your performance and improve your strategy
The difference between Business Manager and Meta Business Suite
You might have heard of another tool called Meta Business Suite, which was formerly known as Facebook Business Suite. Meta Business Suite is a separate tool from Business Manager, but they are both part of the Meta ecosystem. Meta Business Suite is a simpler tool that allows you to manage your Facebook Page and Instagram account from one place. You can use it to create posts, stories, ads, messages, and more.
Meta Business Suite is suitable for small businesses that have one Facebook Page and one Instagram account, and want to manage them easily. Business Manager is more suitable for medium to large businesses that have multiple assets or work with external partners. You can use both tools together if you want, as they are integrated with each other.
The benefits of using Business Manager
There are many benefits of using Business Manager for your business. Here are some of them:
- You can keep your personal and business profiles separate. You don't have to use your personal Facebook account to log in to your business assets. You can use your work email address instead.
- You can protect your privacy and security. You don't have to share your personal login details with anyone who needs access to your assets. You can also revoke access at any time if needed.
- You can organize your assets in a logical way. You can group your assets by project, client, region, or any other way that makes sense for your business. You can also create custom labels to categorize your assets.
- You can streamline your workflow and collaboration. You can add people to your business and assign them different roles and permissions based on their responsibilities. You can also invite agencies or partners to work on your assets without giving them ownership.
- You can access advanced tools and features. You can use tools such as Ads Manager, Catalog Manager, Audience Network, and Analytics to create and optimize your campaigns across Meta platforms. You can also access reports and insights to measure your performance and improve your strategy.
How to create a Business Manager account
Step 1: Go to the Business Manager website
To create a Business Manager account, you need to have a personal Facebook profile to confirm your identity. You don't have to use this profile for anything else besides logging in to Business Manager. You will use your work email address as your primary contact for your business.
To get started, go to business.facebook.com and click on Create Account.
Step 2: Enter your business details
Next, you need to enter some basic information about your business, such as:
- The name of your business
- Your name and work email address
- Your business website (optional)
- Your business phone number (optional)
- Your business address (optional)
- Your business category and subcategory
After you enter your details, click on Submit.
Step 3: Confirm your email address
After you submit your details, you will receive an email from Meta to confirm your email address. Click on the link in the email to verify your account.
Step 4: Add your primary Page
After you verify your account, you will be taken to the Business Manager home page. Here, you can add your primary Page to your account. Your primary Page is the main Page that represents your business. You can only have one primary Page per Business Manager account.
To add your primary Page, click on Add Page and enter the name or URL of your Page. If you don't have a Page yet, you can create one by clicking on Create a New Page.
Step 5: Add more assets to your account
After you add your primary Page, you can add more assets to your account, such as:
- Other Pages that you own or manage
- Ad accounts that you own or manage
- Catalogs that you own or manage
- Pixels that you own or manage
- Apps that you own or manage
- Instagram accounts that you own or manage
- WhatsApp accounts that you own or manage
- Messenger accounts that you own or manage
To add more assets, go to the Business Settings menu and click on the asset type that you want to add. Then, click on Add and follow the instructions.
Step 6: Add people to your account
After you add your assets, you can add people to your account and assign them roles and permissions. You can add people who work for your business, such as employees, managers, or admins. You can also add people who work with your business, such as agencies, partners, or contractors.
To add people, go to the Business Settings menu and click on People. Then, click on Add and enter the email address of the person that you want to add. You can also choose whether to send them an email invitation or not.
Step 7: Assign roles and permissions to people
After you add people, you need to assign them roles and permissions based on their responsibilities. You can assign them roles at the account level or at the asset level.
At the account level, you can assign them one of these roles:
- Admin: This role has full access to everything in the account, including adding or removing people, assets, payment methods, and settings.
- Employee access: This role has limited access to the account, depending on the permissions that are granted by the admin.
To assign roles at the account level, go to the Business Settings menu and click on People. Then, select the person that you want to assign a role to and click on Edit. You can then choose whether to make them an admin or an employee.
At the asset level, you can assign them different permissions for each asset type, such as:
- Page roles: These roles determine what actions a person can take on a Page, such as creating posts, responding to messages, managing ads, viewing insights, and more. The available roles are admin, editor, moderator, advertiser, analyst, and live contributor.
- Ad account roles: These roles determine what actions a person can take on an ad account, such as creating and managing campaigns, setting budgets and schedules, viewing performance reports, and more. The available roles are admin, advertiser, analyst, and finance analyst.
- Catalog roles: These roles determine what actions a person can take on a catalog, such as adding and editing products, setting up dynamic ads, viewing catalog insights, and more. The available roles are admin and advertiser.
- Pixel roles: These roles determine what actions a person can take on a pixel, such as creating and managing events, viewing pixel data sources and activity logs, troubleshooting pixel errors, and more. The available roles are admin and analyst.
- App roles: These roles determine what actions a person can take on an app, such as adding and editing app settings, managing app events and conversions, viewing app analytics and reports, and more. The available roles are admin and developer.
- Instagram roles: These rolesdetermine what actions a person can take on an Instagram account, such as creating and managing posts, stories, reels, IGTV videos, ads, and more. The available roles are admin and advertiser.
- WhatsApp roles: These roles determine what actions a person can take on a WhatsApp account, such as creating and managing messages, notifications, catalogs, ads, and more. The available roles are admin and advertiser.
- Messenger roles: These roles determine what actions a person can take on a Messenger account, such as creating and managing messages, chatbots, ads, and more. The available roles are admin and advertiser.
To assign permissions at the asset level, go to the Business Settings menu and click on the asset type that you want to assign permissions for. Then, select the asset that you want to assign permissions for and click on Assign Partner or Add People. You can then choose the person or partner that you want to assign permissions to and select the role or permission that you want to grant them.
A detailed table breakdown related to the topic
Here is a table that summarizes the main differences between Business Manager and Meta Business Suite:
Feature | Business Manager | Meta Business Suite |
---|---|---|
Platforms supported | Facebook, Instagram, WhatsApp, Messenger | Facebook, Instagram |
Assets supported | Pages, ad accounts, catalogs, pixels, apps, and more | Pages and Instagram accounts |
People management | Add people to your business and assign them roles and permissions at the account level or asset level | Add people to your Page and assign them Page roles |
Partner management | Share access to your assets with agencies or partners without giving them ownership | N/A |
Budget and billing management | Control your budget and billing for your ad accounts | N/A |
Tools and features | Use tools such as Ads Manager, Catalog Manager, Audience Network, and Analytics to create and optimize your campaigns across Meta platforms. Access reports and insights to measure your performance and improve your strategy. | Use tools such as Posts, Stories, Ads, Messages, Insights, and Notifications to create and manage your content across Facebook and Instagram. Access basic metrics to track your performance. |
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