Creating a Business Manager account is an essential step for managing multiple Facebook assets and advertising accounts for your clients. This centralized platform allows you to efficiently manage and organize your client’s business assets, including Pages, ad accounts, and people who work on them. In this guide, we will walk you through the process of creating a Business Manager account for your client.
Step 1: Go to Business Manager
To get started, go to the Business Manager homepage at business.facebook.com. If you don’t have a personal Facebook account, you will need to create one before proceeding. Once you are logged in, click on the “Create Account” button to begin the setup process.
Step 2: Set Up Business Manager
In the setup process, you will be asked to provide some basic information about your client’s business. Fill in the required fields, including the business name, your name, and your business email address. Make sure to use an email address that is associated with your client’s business.
Step 3: Add Your Client’s Business Page
After setting up the Business Manager account, you will be prompted to add your client’s Business Page. Click on the “Add Page” button and enter the name or URL of the Page you want to connect. If your client’s Page already has an admin, they will need to approve the request to connect the Page to your Business Manager account.
Step 4: Request Access to Ad Accounts
To manage your client’s ad accounts, you will need to request access to them. Click on the “Add Ad Accounts” button and enter the ad account ID or account name. If your client already has an existing ad account, you can request access by entering the ad account ID. If they don’t have an ad account, you can create a new one for them within the Business Manager.
Step 5: Assign People to Assets
Once you have added the necessary Pages and ad accounts, you can assign people to manage them. Click on the “Assign Assets” button and select the assets you want to assign. You can assign people as admins, employees, or partners, depending on their role and level of access required. Make sure to invite the relevant individuals using their email addresses associated with their Facebook accounts.
Step 6: Verify Your Business
Verifying your client’s business is an optional but highly recommended step. It adds an extra layer of security to your Business Manager account and helps establish trust with your clients. To verify your client’s business, go to the “Business Settings” section and click on “Security Center.” Follow the instructions provided to complete the verification process.
Step 7: Set Up Payment Methods
To run ads on behalf of your client, you will need to set up payment methods within the Business Manager. Click on the “Payment Methods” tab and add the relevant payment details, such as credit card information or PayPal account details. This will ensure that you can easily manage ad spend and billing for your client’s ad accounts.
Step 8: Customize Account Settings
Before you start managing your client’s assets, take some time to customize your Business Manager account settings. You can add a profile picture, update contact information, and adjust notification preferences to suit your needs. These settings will help you stay organized and ensure smooth communication with your clients.
Congratulations! You have successfully created a Business Manager account for your client. Now you can effectively manage and optimize their Facebook assets and advertising accounts from one centralized platform. Remember to regularly review and update the account settings to ensure security and efficiency.
Please note that the steps outlined in this guide may vary slightly depending on Facebook’s updates and changes to their interface. It’s always a good idea to refer to Facebook’s official documentation or seek assistance from their support team if you encounter any issues during the account setup process.
