hey it's andrew and in this video i'm
going to show you how to create setup
and use a facebook business manager
account including all of the best
practices to make sure you minimize your
chances of getting your account shut
down or banned by facebook and also to
do everything you can to protect
yourself from getting hacked or losing
access to your accounts plus i'll show
you how to use facebook business manager
to give others access to your ad
accounts and pages and all of those
things if you need to at some point in
the future so if you decide to hire an
individual or an agency to manage your
ads for you then this is the correct way
to give them access to prevent a lot of
headaches in the future so i've seen
this many many times where people have
given access the wrong way to ad
accounts and pages and instagram
accounts and this has caused massive
amounts of headaches after they stop
working with that agency so i want to
make sure that doesn't happen to you and
if you're on the other side of the fence
and you're an agency and you need to get
access to client accounts i'll show you
how to do that the right way so that you
don't end up in these difficult
situations okay so the first step is to
create your business manager account so
head over to business.facebook.com
and what we're going to do once we're
here is click create account now if
you're not logged into facebook already
it might ask you to log in so quickly
log into your facebook account and then
click create account now you simply
choose a business name enter your name
and enter your business email from there
click submit and go ahead and enter the
details that facebook asks for to create
your basic facebook business manager
account once you've created your
business manager account it's time to
get it all set up so you should see a
screen that looks a little bit like this
when you first log in the main thing
from here is we want to go to your
business settings so click on business
settings down in the bottom left and
then once you're on the business
settings page we need to go down to
business info and from here it's really
important that you fill in all of your
business information in as much detail
as possible the reason for this is
because you need to show facebook that
you're a legitimate business okay to
show facebook that you are a genuine
business enter all the business
information here that matches your
business documents to do that we click
edit and we'll enter our legal business
name country address business website
tax id is optional but i recommend you
add that as well and then save those
details now the next thing you'll see
here is business verification status now
this is really important that we're
going to skip over it for now and circle
back to that later in the video for a
few reasons the main one being you can't
actually do it yet the next thing to do
once you've entered all of those details
is to turn on two-factor authentication
this is really important because it
secures your account and helps prevent
you from getting hacked this actually
happens quite often with facebook ad
accounts hackers will get in they will
get into a facebook ad account and spend
thousands of dollars before it gets
picked up and then it's a whole mess to
unpick to try and get your money back
and also get access to your account
because usually the account gets banned
at some point as well so turn on
two-factor authentication simply by
clicking this drop-down and choosing
everyone then you can scroll down here
and it's got two-factor authentication
is required and you can click control
how you sent your login code and choose
how you would like your two-factor
authentication code to be sent to you
personally i use sms but there are a
couple of ways you can choose from
doesn't matter which one you choose
whatever works best for you all right
once you've finished filling out your
business info the next step is to go to
the security center and we're going to
do something else that's going to help
protect your account so go to security
center on the left
now what we want to do here is add an
admin you can see over here i've got the
option to add another business admin at
the moment i am the only administrator
of this business now the problem with
that is if i get my personal facebook ad
account banned from advertising for any
reason then i'm not going to be able to
get access to this business manager
account and if you've got all your ad
accounts pages instagram account
everything in here then that can be a
huge mess to try and untangle and it
makes things really really difficult
often you have to recreate pages ad
accounts and all that stuff if that
happens now this can be catastrophic for
an individual business but if you're an
agency or if you're managing ads for
clients this can be absolutely
disastrous because then you lose access
to all of those client accounts as well
so the way to prevent that is to add a
second admin on the account so to do
this simply click add under add another
admin enter the email address of the
person you want to add and give them
admin access now you should choose
somebody who you can absolutely trust
100 so maybe a family member or somebody
you're very very close to who you know
is 100 trustworthy and isn't going to do
anything untoward because this is giving
them full access to your business
manager and everything inside there so
go ahead and do that send it off they'll
get an email they'll need to open that
email and accept the invitation to be an
admin of your business manager account
and once they do that you'll have that
added layer of protection again you see
business verification popping up here
and you can see that button is grayed
out we can't do that yet but we will
circle back to that later now what we
need to do is actually talk about what
the business manager does and how to use
it effectively so what the facebook
business manager is essentially is a
container and inside that container you
put all of your facebook and instagram
assets meaning your facebook ad accounts
your facebook page your instagram
account your pixels and even people who
work in your organization maybe that's
just you or maybe that's others who you
want to grant access to individual
assets too so what we need to do now is
bring those assets into your brand new
business manager account to do that we
simply navigate to the different
sections on the left and bring each of
them in we'll start with pages so if i
click pages on the left i can click add
and i can choose one of three options we
can add a page we can request access to
a page or we can create a new page so
this is what each of the three options
mean and which one you should choose the
first one is to add a page now this
option allows you to add a page that you
already own so if you have a facebook
business page and you are the owner and
you just need to bring it into your
shiny new business manager account then
this is the option that you choose
however if you need to manage a page
that somebody else owns meaning you're
an agency or you're a freelancer who
manages other people's pages then you
would choose request access to a page
because you don't own it but you want
access to it and then finally if you
don't have a business page at all yet
and you need to create one then you
would choose to create a new page option
for most people and what i'm going to
walk you through now is add an actual
page so we click add a page
and then you simply enter your page name
or the url of your page in my case my
page is called andrew hubbard
so i'd select that page
and then click add a page once you do
that you'll see the page is added to
your business manager and your list of
pages is here in the column on the left
and from there you can actually add
people and partners to this page and
that is how you grant others access so
you can see here i have a few people who
have access to my page already and if i
wanted to add more people i would simply
click add people
and select who i want to add in now you
might not see the people that you want
to add to that page in that list on the
left that you just saw but i'm going to
show you how to actually add new people
to that list as well so don't worry
about that we're also going to talk
about partners very very soon as well
but for now go ahead and add your page
to the business manager the next thing
we're going to add is your ad account so
click on the add accounts tab you can
see i've already got one ad account in
my business manager but if you want to
add new accounts to yours click on the
add button and from there you've got
similar options to pages you can either
add an account you can request access to
an ad account or you can create a new ad
account now adding an ad account simply
means you're adding your own ad account
that you already have and own
requesting access is the same as a page
you're requesting access to somebody
else's ad account and then creating a
new ad account is pretty
self-explanatory
so if we choose to add an ad account
that's going to ask us for the ad
account id now you simply enter your ad
account id click add account and it adds
in there if you don't know how to find
your ad account id then this is how you
can do it simply go to your facebook
profile then on the left click see more
and then you can click ads manager now
that's going to open your current ad
account and from here you can grab the
id so if you look up in the url you can
see it's got act equals meaning account
equals and then an id simply copy that
id go back over to your business
settings paste that ad account id in and
click add account that will add the
account to your business manager next up
add any instagram accounts that you want
to use with this business manager as
well so we go over to the left click
instagram accounts click add and this
process is slightly different you click
connect your instagram account and it
actually asks you to log into your
instagram account once you log in grant
it access your instagram account will be
added as well next you need to add your
facebook pixels so we simply go data
sources click on pixels and you can add
pixels from here however if you want to
run multiple pixels or if you don't have
a pixel listed here already you simply
click on add up here and that's going to
ask you to create a pixel so you just
give your pixel a name and then enter
your website url continue follow those
steps and it will set up a new pixel for
you now once you've got all of those
assets added the next thing to talk
about here is people and how we manage
access through the business manager so
if you go up here to users on the left
click on people you can see here that i
am already there as the admin and if
you've added that second admin as i
recommended earlier in the video you
should see them listed there as well now
in the people section you can add anyone
you want and you can assign them access
to any of your assets inside the
business manager so as you can see i've
got myself here and if i click on myself
it shows me that i have access to this
page this ad account and this pixel now
if you choose any other person in the
list it would show you what they have
access to as well and from here i can
add or remove or change access to any of
these particular assets so if you want
to give an individual person access to
an asset like a page you would come in
here
click on add and you would add this
person to your business so you'd enter
their email address you'd choose what
kind of access they want and you would
click next and they would be listed in
the people section from there you can go
down to let's say pages and they'll be
listed here and you can actually add
them to this page so you can click add
people they will be listed in this list
on the left you can select them and you
can choose what level of access to give
to this particular page you can do that
for ad accounts and for any other asset
now i don't recommend adding individual
people and assigning access that way
unless they are full-time employees of
your company meaning they are internal
team members within your company if you
want to assign access to let's say an
agency to manage your ad accounts or
somebody who's freelance managing your
facebook page the way to do that is
through the partners section so in that
case you would click on partners go over
here
and you can see we've got partners
listed here you can click add and you
can give a partner access to your assets
or if you're an agency or freelancer
working for somebody else you can
request access to a partners asset so in
that case you would click ask a partner
to share their assets let's take a look
at the example though if you want to
share your assets meaning your page your
ad account or anything else with
somebody else if you click give a
partner access you need to ask them for
their business id and they should be
able to provide that to you from here
you would simply paste in their business
id click next and that will allow you to
assign the access you want to give that
organization select the page i want to
give them access to and then i choose
what level of access i would like to
give them same here i can go down to add
accounts and then i can decide which ad
accounts i want to give this partner
access to and i can choose the level of
access i would like to give them and i
can go through and do that for every
asset including my pixel instagram
account and everything else that is the
best way to give somebody else access to
your facebook business assets because
from there it's very easy to control
what they have access to and to remove
them if you need to do so in the future
it ensures that you remain the primary
owner of all of your business assets and
you just give them partner level access
that can be removed at any time on the
flip side if you're the agency or
freelancer and you need access to
clients they can either add you that way
where you just provide the business
manager id and they add you in or you
can simply click
ask partner to share their assets and
then you can follow through the prompt
here to get the details that you need
entered in and they will give you the
access simply by approving that request
now there are still two really important
things you need to do before you finish
your business manager setup the first
one is to verify your domain so you do
that by heading over to brand safety
clicking on domains and then you need to
add your domains and verify them that
process is a little too long to include
in this video so i've created a video
specifically to walk you through that
right here that you can check out and
the other thing is to verify your
business manager account it's really
important so i've created another video
specifically on that you can check out
right here make sure you go now follow
those final two steps hope you've
enjoyed this video i'll see you in the
next one bye
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