Business Manager Settings – Taking charge of Facebook Business Manager
Having the right settings lets you make the best use of any tool you are using. Does that statement sound familiar? It must – that is what we told you when we discussed Facebook ads manager settings with you a few weeks ago. Today, we are going to tell you all about Facebook Business Manager Settings and how you can set the tool up so that it is perfect for you.
The Business settings menu has four major sections:
- User permissions
- Business assets
- Business account
We will talk about all of these in detail – let’s get started!
But before that, how do you get to the Business Manager Settings page?
That’s quite simple.
Firstly, go to your Facebook Business Manager Account.
Next, you can simply click on Business Settings in the menu of the left-hand side of the page. You can also click on the drop-down menu in the top left-hand corner of the page and go to Business Settings from there.
You will then be led to a page that looks something like this:
The menu on the left gives you access to all the settings you can play around with to get the perfect fit for you.
Business Manager Settings – User Permissions
We start off with the first section in the Business Settings menu on the left.
There are three tabs in this section:
Let’s take a look at each of them in detail
In this section, you will a list of all the team members that help run the business manager account.
When you click on a particular person’s name, details about the assets they can access, as well as their permissions appear on the right side of the page.
The first thing you can do on this page is to add or remove people from the team.
To add someone, simply click on the Add button above the list of people. The following menu will appear.
Simply add the email address of the person in question and assign them your desired roles and permissions. Once you’re done, click on Next to save the changes.
To remove a team member, on the other hand, click on their name. Then click on the Remove button on the top right-hand side of the page and confirm your choice in the pop-up that will appear.
If you want to change view or change the permissions a team member has with regard to a particular asset, click on the asset. Make the changes in the menu that appears.
If you want to give them access to another asset, click on the Add Asset button. In the pop-up that appears, add the asset you want them to help manage.
This can be a page, an ad account, a catalog, or an app. Make a wise choice and only add people to these accounts that you trust and that you believe will bring value to the business.
Similarly, if you want to change the Business Manager role and Financial Role of a team mate, you can do it by clicking on the edit button and making the changes.
Often, you don’t work solo – you work with a team of people from different organizations such as an ad agency.
If you have a third party running a Facebook ad campaign for you, for example, you need to give then access to that ad account. This section is where you do that.
To add a representative of the ad agency, for example, click on the Add button under Partner to share assets with.
In the pop-up that appears, you will be able to add the partners, give them access to an asset, and assign them permissions.
Only an admin can add a partner. Also, the individual being added needs to have a business account, and you need to have their Business ID.
If, instead, you are an agency that need access to the assets of a business you are providing your services to, for example, you can click on the Add button under Partner to request assets from.
Get more information about how to do that here.
This section is basically as extension of the previous one.
Here is what you can find in each of the three tabs on this page:
- Received: When someone requests access to your page or any other assets of your business, the request appear on this page.
You can then
- Approve the request – give them access
- Deny the request – refuse to give them access
- Modify the request – give them access but only to some assets, not all of the ones requested.
- Sent: This section contains a list of the assets to which you have requested access. You can check the status by clicking on the asset. You also have the option of cancelling the request.
- Invitations: This section contains a list of all invitations your team members have sent to other people for them to gain access to certain assets of your business. All details, including who sent the invitation, who it was sent to, the kinds of permissions they would have, and so on are mentioned here.
Business Manager Settings – Business Assets
Now we come to the actual assets of the Facebook Business Manager Account.
In this section of Business Settings page, you can look into:
- Data Sources
- Business Asset Groups
Within the Accounts section, there are various kind of assets you can choose appropriate settings for. Let’s go through them one by one.
Here, you can see a list of all the pages your business owns.
When you click on a certain page, you can view information about the team members who run the page, as well as the partners who have access to it. Clicking on a team member’s name allows you to modify their permissions, as well as remove them from the team.
You can add more teammate by clicking on the Add People and Assign Partners buttons visible in the image.
The process to do this is the same as we have discussed above.
You can also delete a page by clicking on the Remove button in the top right-hand corner of the page.
Next is a list of the ad accounts your business has.
This list contains accounts your business owns, as well as accounts owned by other people that your business has access to, among others.
You can choose which category of accounts you want to see by clicking on the Filter By… drop-down menu and selecting the preferred option (from among Advertising for self, Advertising for partner, Owned by self, Owned by partner, Active Disabled, Closed)
When you click on a particular ad account, you can view the people of your team who have access to that account, partners who have the same access, as well as their permissions.
Clicking on a particular person’s name allows you to change their permissions or take away their access as far as that ad account is concerned.
You can also view other assets that the account is connected to.
To add a team member, partner, or asset, simply click on the Add People, Assign Partners, Add Assets buttons respectively. The process to do that is the same as we have already discussed.
You also have the option to Deactivate or Edit information about an account by clicking on the respective button in the top right-hand corner of the page.
Lastly, you can open up the ad account in Facebook Ads Manager to study it in detail by clicking on the Open in Ads Manager button.
If you had added any Facebook apps to your business manager, they will appear here. You can add and manage all apps in this section.
You can also request access to an app that your business doesn’t own.
For each app, you can view, modify, add, and remove:
- Roles (Administrators, Developers, Testers, Insight Users)
- Test Users
Any Instagram accounts that your business owns are visible here.
Clicking on an Instagram account shows you any Partners who have access to the Instagram account, as well as any other assets that are linked to the account.
For each account, you can Assign Partners or Add Assets by clicking on the respective buttons and following the on-screen instructions.
In this section, you can add an Instagram account to Business Manager by clicking on the Add button in the left column.
You can also delete an Instagram account by clicking on the Remove button in the top right-hand corner of the page.
Line of Business
All of your Lines of Business, which you created in Attribution, are then listed on the left side of the page.
By clicking on a particular line of business, you can view all the related information, as well as take specific action. This could include adding people, assigning partners, or adding assets by clicking on the relevant buttons on the page and following the on-screen instructions.
By clicking on a particular person or asset, you can modify their details, as well as remove them if that is what is required.
This section contains various data sources that are a part of your business account. These data sources basically track the action of visitors to your website, as well as your mobile app and store.
In the data sources section, of the Business Settings page, you can see a number of data sources:
Within each of these categories, you can
- Add a data source
- Delete a data source
- Modify the permissions associated with a Data Source
From this section of the Facebook Business Settings menu, you can control which team members, partners, or CRM have access to download your leads.
Before you can do that, however, you will need to enable Leads Access Manager. To do that, simply click on Leads Access under Integrations, and then select Customize Access in the pop-up that appears.
As a result, leads access permission will be given to all the admins and CRMs currently associated with the page. Any people or CRMS added later will have to manually be assigned permissions.
You will also be able to assign and remove access as far as your leads are concerned from this section. Just click on the “funnel” icon for Leads Access.
Under Assigned People and Partners, you will be able to view lists of people, partners, and CRMs who have access to your leads. In each of these lists, you will have the option to Assign Access and Remove Access as you wish.
If you want to go back to your original settings, all you need to do is to click on the “funnel” icon and click Restore Default Access for the desired page. In this way, all the admins of the page (people and partners) will get access once again and the other roles will lose access.
You can find detailed information about this section here.
Business Asset Group
You have the option of organizing the assets of your business by creating groups for them.
Creating this asset group is easy.
Just click on the Create Business Asset Group and follow the instructions on the screen.
You will be asked to insert a Project Name. Next, add the Assets you’d like to make part of the group (you can choose from among Ad Accounts, Pages, Instagram Accounts, Pixels, Offline Events, Apps, Catalogs, and Custom conversions).
After that, you will add members of your team to the group and assign them the relevant permissions.
Once the group is created, you can add and remove people and assets as and when needed, as well as modify permissions based on your needs.
Business Manager Settings – Business Account
Now we come to the third core section of the Business Settings page – Business Account.
The first sub-section here is Business Info.
It is here that you can change the core information related to your Facebook Business Account.
- To change the Business Account name and primary page, click on the Edit button next to the business name. Make the changes in the pop-up that appears.
- To edit the address and contact information, click on the subsequent Edit button and make the changes before you click Save.
- In Business Options, you select who requires Two-Factor Authentication when signing into their accounts. Simply select your preferred option from the drop-down menu.
You can also allow people to take actions and receive notifications from the page AND from Business Manager (or not allow it)!
- The last section, My Info, is where you can change your personal information, including your name and your email address. This is also where you can your role and the page by clicking on the “Leave ___” button on the top of the section.
You can also choose whether you can take actions and receive notifications from the page AND from Business Manager or not.
This is pretty much self-explanatory – here, you can add the payment methods you would like to use when carrying out the operations of your business.
Just click on Add Payment Method and add the details in the pop-up that appears.
In the Security Center, you can do three things:
- You can set up two-factor authentication for your Business Manager account. Just click on Set Up and choose who you would like to set up authentication for. You can also edit the settings, here, related to which security features you want to implement (e.g., getting an SMS or getting a code).
- You can add a Back-up Admin who can help you get back into your account if you ever get locked out. Just click on the Add button and follow the instructions on the screen to add the admin, assign permissions, and so on.
- You can verify your business so that people can trust you, knowing they’re interacting with a registered, legal business. The details of verifying your business can be found here.
Under Notification settings, you basically have the ability to choose which notifications you want to receive and which ones you don’t.
The settings you choose here do not affect anyone other than yourself in the business.
You can choose your notification settings related to the following categories:
- Business updates
- Ad accounts
- WhatsApp accounts
Business Manager Settings – More
From the Brand Safety section, you can manage your domains, as well as your block lists. This helps you choose the platforms where your content appears, and in what forms.
- Add your Domains for domain verification. Learn more about brand safety and domain verification here.
- Manage Block Lists – add and edit block lists, see where ads could appear, and see where ads have appeared. Read more about block lists here.
This section only applies to you if you have any news pages affiliated with your business that you would like to register.
Facebook provides detailed guidelines for the registration of these pages – they can be found here.
By this point, you must have a much clearer understanding of all the different factors you can control from the Facebook Business Manager Settings page.
The individual decisions regarding the settings you choose are in your hands – you understand your business best and can make decisions that are likely to help you best meet your end goals.