Business Manager | Set Up Guide for Agencies

Facebook Business Manager

Step-by-Step Set-Up Guide for Agencies

Creating the Agencys Profile on Business Manager
1. Designate 3 people who will act as Business Manager admins. Identify one who will be
responsible for initially setting up the agency on Business Manager. Admins will
control all aspects of the business, including adding and removing people, granting
permissions, and modifying or deleting ad accounts. The initial admin could be:
a. The person who manages the business primary Facebook Page and permissions, or the
business main ad account.
b. A social media manager or similar role who oversees and manages social media accounts and
teams for the business.
2. Decide if your agency needs multiple Business Manager profiles. Large agencies with
multiple regional offices and distinct client rosters may want to consider creating
separate Business Manager profiles for each office. If your agency has multiple offices,
but internal teams work closely together on the same clients, you should create one
Business Manager profile.

3. Confirm that the Business Manager admin who will set up Business Manager is an
admin of the agency's Facebook Page. This should be the agency's official Facebook
Page - not a client Page. Each Business Manager profile will require a separate
Facebook Page.

4. Log in to your personal Facebook profile. Navigate to business.facebook.com/create to
begin set up.


Business Manager | Set Up Guide for Agencies

5. Enter the agency's name, Facebook Page, and your information as prompted.

Adding Employees
6. To add other admins, navigate to Settings > People > Add New Person. Enter the
admins work email addresses, check 'Add as Business Manager Admin', and click Add
People.

7. To add employees, click 'Add New Person' and enter a list of employee email
addresses. Check 'Add as Business Manager Employee', and click Add People. Alert
individuals who need access to an ad account or a Page that they should anticipate an
invitation to Business Manager via their work email address. Upon receipt of the
invitation, they will need to be logged in to their personal Facebook profile to initially
access Business Manager, which will be used to verify their new business identity.


Adding Pages and Ad Accounts
8. Navigate to Settings > Shared Logins > Add Shared Login. Depending on the number
of shared logins your agency uses, you can enter this information individually or in a
bulk import CSV file.

9. When adding Shared Logins, you'll choose to "claim" or "access" the ad account
associated with it. You should "claim" any shared log-ins that your business owns. You
should "access" any shared log-ins that have been created by clients or other
agencies, and you've just been given log-in details to use the account for advertising.

10. Once shared logins are successfully added, any Page permissions associated with that
log-in should transfer to Business Manager. Pages will then appear in the Pages

Business Manager | Set Up Guide for Agencies

section, and the level of permission given to the agency will reflect the same level of
permission that the shared log-in originally had.

11. Ad accounts that weren't set up as business accounts can't be imported as Shared
Logins, but can be added separately by navigating to Settings > Ad Accounts > Add
New Ad Account > Claim an Ad Account for My Business. These ad accounts will be
separated from the account or email address that they were previously associated
with, and will be permanently owned by the agency moving forward through Business
Manager. Keep in mind that once ad accounts are claimed, they cannot be transferred
or "unclaimed."

a. Example: If an employee runs ads out of an ad account that was attached to their
personal profile, a profile set up only for work, or a test profile, the ad account can
now be separated and claimed by the business. Keep in mind that the profile will no
longer have access to the ad account outside of Business Manager.

12. To create new ad accounts, navigate to Settings > Ad Accounts > Add New Ad
Account > Create a New Ad Account. New ad accounts created in Business Manager
will need to be client-specific and can only be linked to one Page. If the ad account
needs to be linked to an existing credit line, contact your Partner Manager and
provide the AID of the new account, invoicing type needed, end client name, and end
client legal address.

13. To request access to new Pages, go to Settings > Pages > Add New Page > Request
Access to a Page. Enter the Page name and the Page role needed.

Assigning Permissions to Individuals
14. Once all of your Facebook assets are on Business Manager, you can assign
permissions to the individuals that need to work on specific ad account and Pages. Go
to Settings > People and click on an individual's name. Then choose Assign Ad

Business Manager | Set Up Guide for Agencies

Account and Assign Page. Keep in mind that to advertise a Page, an individual will
need to be given access to both the Page and the ad account. Once assigned, these
assets will then appear on the individual's Business Manager home screen.

Labels and Apps
15. Labels are an easy way to organize Pages and ad accounts. You may want to set up a
label for each client, project, or functional team.

16. The process for creating Apps will not change, but once Apps are created they can be
claimed into Business Manager by navigating to Business Settings > Apps.


Important Considerations

Claiming assets in Business Manager, whether it's ad accounts or Pages, is a permanent
action. Agencies should only claim Pages they own, not client Pages. Ad accounts that
were set up by the agency should be claimed as their own.

Its best practice to use separate ad accounts for each client. Separating ad accounts by
client will be the easiest structure to manage within Business Manager. If you use one ad
account for multiple clients, we recommend uploading your existing ad account to
Business Manager and then choosing to link it to one primary client. Youll then be able to
create new ad accounts within Business Manager for other clients.

If your end client is not on Business Manager, your workflows should not change.

If youre currently using a PMD, please contact your PMD partner to confirm that
workflows do not need to change once assets are uploaded to Business Manager.