How to set up your Meta Business Manager
Posted: Mon Jan 06, 2025 9:36 am
You're now on the home page and ready to begin the actual setup, so let's get started!
Initial setup of your Meta Business Manager
First, navigate to the “hamburger menu” and select “ Company Settings ”. Here you can make further settings, which are explained in more detail below.
Meta Business Manager Company Settings
Manage users
We will proceed chronologically and start with the “Users” section. Here you can manage the users who have – or should have – access to your account. We will start with the “People” tab , which refers to people within your company.
To add new users, click “ Invite people ” in the top right corner.
A pop-up will open in which you must enter the email address of the person in question. Since this is a business manager, we recommend using the professional email addresses (
). After clicking canada whatsapp phone number on “Next” you can now specify which access rights you want to assign to them.
Meta Business Manager Invite People
For most people, the basic rights are sufficient, but to be on the safe side, we recommend that you allow at least one other person “Full Control” if possible, should you be unavailable, unavailable or locked out of your account. The same applies to the “Advanced Options”, which include viewing and managing financial information.
In the last tab of the pop-up, you specify for which pages, advertising accounts, etc. you want to assign these rights to the person.
Assign Meta Business Manager Access
By clicking on “Invite” an email will be sent to the invited person.
Add Partner
Under the “ Partners ” section, you have the option to invite people from outside your company to your Business Manager. This includes, for example, specialized advertising agencies like us or freelancers. To allow them to help you manage pages or ads, click on “Add” and then select “Allow a partner to access your assets”. If you have not yet added partners, the “Add” button will be in the middle of your screen. Here you then select the “ Add ” on the left .
Initial setup of your Meta Business Manager
First, navigate to the “hamburger menu” and select “ Company Settings ”. Here you can make further settings, which are explained in more detail below.
Meta Business Manager Company Settings
Manage users
We will proceed chronologically and start with the “Users” section. Here you can manage the users who have – or should have – access to your account. We will start with the “People” tab , which refers to people within your company.
To add new users, click “ Invite people ” in the top right corner.
A pop-up will open in which you must enter the email address of the person in question. Since this is a business manager, we recommend using the professional email addresses (
). After clicking canada whatsapp phone number on “Next” you can now specify which access rights you want to assign to them.Meta Business Manager Invite People
For most people, the basic rights are sufficient, but to be on the safe side, we recommend that you allow at least one other person “Full Control” if possible, should you be unavailable, unavailable or locked out of your account. The same applies to the “Advanced Options”, which include viewing and managing financial information.
In the last tab of the pop-up, you specify for which pages, advertising accounts, etc. you want to assign these rights to the person.
Assign Meta Business Manager Access
By clicking on “Invite” an email will be sent to the invited person.
Add Partner
Under the “ Partners ” section, you have the option to invite people from outside your company to your Business Manager. This includes, for example, specialized advertising agencies like us or freelancers. To allow them to help you manage pages or ads, click on “Add” and then select “Allow a partner to access your assets”. If you have not yet added partners, the “Add” button will be in the middle of your screen. Here you then select the “ Add ” on the left .