Facebook Business Manager (BM) is your central hub for managing multiple ad accounts, Pages, and ad assets. It streamlines operations and keeps everything organized, especially when working with clients. But how do you connect a client's Facebook presence to your Business Manager for efficient collaboration? This guide will walk you through the steps and key considerations.
1. Setting Up Your Business Manager Account:
If you haven't already, create a Business Manager account at https://business.facebook.com/. This platform becomes your central command center.
2. Adding the Client's Facebook Page:
Navigate to the "People" section within the settings of your Business Manager account.
Click "Invite People."
Enter the client's Facebook email address and assign the appropriate role (e.g., Admin, Editor).
3. Client Approves Your Request:
The client will receive a notification and need to approve your request to access their Business Manager. Clear communication is key here, so inform them beforehand about the purpose.
4. Granting Access to Ad Accounts:
Once you have access to the client's Business Manager, you can request access to specific ad accounts they manage. Here's how:
Go to the "Ad Accounts" section in your Business Manager settings.
Click "Add" on the top right corner.
Choose "Request Access."
Select the desired ad account from the dropdown menu (ensure the client has granted you "Manage" access to this account within their Business Manager).
5. Client Confirms Access:
The client will receive another notification and need to approve your request for ad account access.
Important Considerations:
Roles and Permissions: Within your Business Manager, you can assign different roles (Admin, Editor, Analyst) to team members, ensuring they have the necessary permissions to manage the client's ad account effectively.
Clear Communication: Maintain transparent communication with your client throughout the process. Explain why you need access and what benefits it offers for their campaigns.