Creating a Business Manager

Be aware that an Ad Account and a Business Manager are not the same. A Business Manager serves as a central hub where all of your assets (Facebook Page, Ad Account, Pixel, Instagram Profile, Product Catalogue etc.) will be organised in and can share permissions to partners.

You will need one in the case that:

  1. You want to manage multiple assets
  2. An agency will be running the ads for you – highly recommended
  3. You need to manage user access to the right people and right credit lines
  4. You have a more than one person managing your Facebook or Instagram Profiles.

When creating your Business Manager, you will want to add the newly created add account or any existing assets to it.

Granting an agency access to your Ad Account

In the case that you don’t have or want to create a Business Manager but have an ad account you can now give access to it. Since you can only grant access to people who have Facebook accounts, you’ll need to add them manually as many times needed.

  1. Go to the Settings of your Ad Account.
  2. Click Ad People in the Ad Account Roles section.
  3. Click Add a User and then enter the name or email address of the person you want to give access to.
  4. Choose their role from the drop-down menu and then click Confirm. The person you add immediately has access to your ad account according to the role you chose for them. Depending on their role, they may have different kinds of advertising permissions available to them.

In the below table, you can see what permissions you are granting your partner, according to their role.

Granting an agency access to your Business Manager

Typically an agency will have their own Business Manager. Know that by inviting the agency to your business manager won’t grant them the ability to alter any assets or change anything about the business.

They are two ways to invite your partner agency to your Business Manager:

1.Add a key person from the agency’s side directly to your Business Manager

This scenario is ideal if you, the business owner aren’t experienced and not sure how to tackle the complexities of Business Manager. By giving a key person direct access, they can assign themselves the access they need to the assets they need. It is hassle-free and it does not require a lot of time and effort from your side.

Here are the steps to follow:


  1. Head over to the Settings of your Business Manager account
  2. Choose People from the menu on the left
  3. Click on the Add People button.
  4. Enter the person’s work email and appointed them as an Admin
  5. An invitation will be sent and once accepted, the person will be shown here.

If you were to click on the person’s name you can quickly see the assets he has been assigned and the access level they have. This will help you verify that they haven’t got access to any assets that you wouldn’t want them to.

2. Inviting a partner to work with you

Here you will be adding a Partner to you business Manager and you will be the one that will be granting the agency access to work on specific assets.

In order to add a Partner to your Business Manager account:

  1. head over to the Business Manager settings
  2. Choose the Partners tab
  3.  Click the plus button
  4. Fill in your agency’s Business Manager ID – they should provide it to you
  5. On the next screen go through all tabs one by one, assign the assets to your partner agency
  6. Set up their access level for each asset.

This tutorial is great step-by-step guide when starting with a new Facebook PPC client as it helps you summarise the assets you need to have access to.