Top 3 Tips on how to Structure your Meta Business Manager

Meta Business Manager serves as a singular point to manage many aspects of your business's Meta assets. This includes managing Facebook Pages (Facebook alone  is nearing 3 billion active users), Instagram accounts, Ad accounts, who has access to all of the above, and more. For multi-location brands, being able to manage these assets cleanly and quickly is vital and Meta Business Manager is the foundation for this.

In this article, we’ll discuss some best practices for setting up your business manager and access structure and the benefits of doing things this way. 

Creating and Assigning User Asset Groups

One of the biggest benefits of a Business Manager is the ease of which you can manage who within your organization has access to what assets. You can onboard a new staff member by inviting them using their work email address and assign assets to them. This way, when they accept the invite, they’ll already have access to the page, Instagram accounts, and ad accounts they’ll be working with. 

If you work with a large number of assets, you can create assets groups to make assigning a large volume of assets easy. This is especially useful in times of staff turnover, where access need to be changed quickly for many assets. If you had added these users directly to each page as Page Admins without using Business Manager, you would have to manually invite the new user to each page one at a time, while also removing the departing team member. I can speak from experience, this can take hours if not days depending on your number of pages. 

Now that we’ve talked about managing users within your organization, let’s look at sharing assets with other business managers, be it Trade Partners or Marketing Agencies.

Page Ownership & Partner Access

Each business manager has a unique ID associated with it. This ID allows one company to share assets with another company’s business manager. For example, a client of a marketing company would ask for the Business Manager ID of the Marketing Company’s Business Manager. Using that ID, they can add the Marketing Company as a Partner and choose what assets to share with them, such as Pages and Instagram accounts. This way, you still own your Meta assets and can revoke access at any time. Below is an example of what the Business ID looks like:

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A Marketing Company typically should not be marked as the Owner of a clients assets, as once a partnership is concluded between a Marketing Company and their client, it’s the Marketing Company who retain control over the client’s assets. This includes limiting a Business with sharing their assets with new partners. 

Having shared assets, the agency can now assign it’s own Business Manager users to the assets so they can begin their work. They can also create their own ad accounts for these assets. This helps keep assets clean and well-structured while making sure one party does not have access it shouldn’t. 

Boost your page and profile security

Page Admins share the same level of permissions for managing a page. This includes removing all other admins. This happens more frequently than you would think and for reasons so various we won’t go into them. Using Meta Business Manager adds additional security by allowing you to set detailed permissions for each asset you assign to a user. Additionally, Business Admins can’t be removed by one business admin. Adding or removing users to your BM requires approval of at least two business admins.

If your assets have a large potential reach, Meta also requires all Business Manager users to enable 2FA. This 2FA will trigger each time you login to business.facebook.com giving your overall organisation a high level of protection should an account be compromised or a device lost. 

‍In Summary, using Meta Business Manager allows your organisation to maintain full control over your digital assets, be specific with who has access to what assets, and enable stricter security to prevent unauthorised access to your Business Assets on Meta’s services. Meta Business Manager is the standard foundation for easier management of your team and their access to your Facebook pages, Ad Accounts, and Instagram Accounts, especially if you manage dozens or hundreds of pages.