How do I add someone to business manager?

How do I add someone to business manager?

Step 1: Access Business Settings

In the first step, you need to access the Business Settings section of your Business Manager account. To do this, log in to your Business Manager account and click on the "Business Settings" tab at the top right corner of the page. This will take you to the Business Settings menu where you can manage various settings related to your business.

Step 2: Navigate to People

Once you are in the Business Settings menu, locate the "People" tab on the left-hand side of the page. Click on it to access the People section, where you can manage the individuals who have access to your Business Manager account.

Step 3: Add New Person

Now, click on the blue button that says "Add" to add a new person to your Business Manager account. A pop-up window will appear, allowing you to enter the email address of the person you want to add.

Step 4: Assign Role and Access

After entering the email address, choose the role you want to assign to the person. There are several roles available, including admin, employee, and partner. Each role has different levels of access and permissions within Business Manager, so choose carefully based on the responsibilities of the person you are adding.

Step 5: Define Admin Access and Ownership

If you want to assign admin access and ownership to the new person, check the box that says "Manage admin access and assign asset ownership." By doing this, the person will have the ability to manage other people's access to Business Manager and become a primary owner of assets such as Pages and Ad Accounts.

Step 6: Send Invitation

Once you have assigned the role and access, click on the "Next" button to proceed. At this point, you will have the option to customize a message to be included in the invitation email that will be sent to the person you are adding. You can choose to include specific instructions or guidelines if needed. When you are ready, click on "Invite" to send the invitation.

Step 7: Confirmation

After sending the invitation, the person will receive an email notification asking them to accept the invitation and join your Business Manager account. Once they accept the invitation, they will gain access to the assigned role and permissions within Business Manager.

Additional Tips:

- Make sure to double-check the email address to avoid any errors and ensure the invitation is sent to the correct person.

- Communicate with the person beforehand to explain their responsibilities and roles within Business Manager.

- Regularly review the list of people in your Business Manager account and make necessary changes or revocations of access as required.

In conclusion, adding someone to your Business Manager account is a straightforward process that can be completed in a few simple steps. By following the instructions outlined in this article, you can successfully add individuals to your Business Manager account, allowing for efficient collaboration and management of your business.

Frequently Asked Questions

To add someone to Business Manager, follow these steps: 1. Go to your Business Manager Settings. 2. Click on the People tab on the left side of the page. 3. Click on Add New Person. 4. Enter the email address of the person you want to add. 5. Choose the role you want to assign to them. 6. Click Next. 7. Review the details and click Confirm. The person will receive an email invitation, and once they accept it, they will be added to your Business Manager.

In Business Manager, you can assign different roles to people depending on their responsibilities. The available roles are:

• Admin: Full control over all aspects of the Business Manager, including adding/deleting people and changing settings.
• Employee: Access to assigned assets and ability to see insights.
• Analyst: Access to assigned assets and ability to see insights, but no editing or administrative capabilities.
• Partner: Access to assigned assets, but limited control over settings and no access to payment methods.
• Finance Analyst: Access to financial details and the ability to make purchases.

No, in order to add someone to Business Manager, they must have a Facebook account. You can only add individuals who have a registered Facebook profile to Business Manager.

No, the person you add to Business Manager will only have access to the assets you assign to them. You can choose which assets (such as Pages, Ad Accounts, or Instagram accounts) they can access and the level of access they have for each asset.

To remove someone from Business Manager, follow these steps: 1. Go to your Business Manager Settings. 2. Click on the People tab on the left side of the page. 3. Find the person you want to remove and click on the three-dot menu next to their name. 4. Select Remove Access. 5. Confirm the removal. The person will lose access to your Business Manager and the assigned assets.