Want to improve how you manage your Facebook business page with a single tool that does everything? Need help getting Meta Business Suite set up for your team? or Need to work together on Facebook or Instagram with clients? Do you want to know if there’s a simpler way to handle multiple accounts?
The easiest way to setup and use meta business suite is here.
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In this article, you’ll find out how to use Meta Business Suite to better manage the Facebook business page and Instagram account for your organisation.
You’ll also learn how to set up Meta Business Suite and Business Manager for multiple accounts, including how to onboard your team and start scheduling content.
What is Meta Business Suite? What is Meta Business Manager?
Meta’s built-in social media management tools are Meta Business Suite and Meta Business Manager. These tools used to be called Facebook Business Suite and Facebook Business Manager. Both are free to use and offer a central place to manage Facebook business pages and Instagram accounts.
Even though the two tools are similar, they are not exactly the same in some key ways. Let’s see what makes these two tools different and how they can help your team handle social media better.
What’s Meta Business Manager?
Meta Business Manager, which came out in 2014, is a platform that lets you manage assets like Facebook business pages, Instagram accounts, and ad accounts separately from your personal profile. You can access Meta Business Settings from Business Manager. This lets you assign roles, ask for access to accounts, and work with team members.
How to Use Meta Business Suite
Follow the steps below to start using Meta Business Suite to manage your Facebook and Instagram accounts. Most of these tasks can be done in the mobile app, but the process can be slow. So, for this tutorial, we’ll use the desktop version of Business Suite.
Step #1. Invite coworkers to Business Suite
Start by asking your team to join you in working on Business Suite. Open Business Suite and choose the right Meta business account from the drop-down menu in the upper left corner. Then, click the gear icon in the lower left corner to open your account settings.
Step #2. Click the People tab to review or add to your team. Click the Add People button in the upper-right corner to invite another team member. Remember that every business account needs at least two administrators. After that, it’s best to give someone employee access or another role with limited access.
Step #3. If you’ve already added Facebook business pages or other assets to your business account, you can choose the level of access you want for each. If you’re not ready to assign assets yet, click Send Invitation and set up the rest later. See step #6 for some suggestions.
Step #4. Add Facebook pages to the business suite, in Business Suite, go to the Business Assets tab to manage a Facebook business page. Then, click Pages to look at the pages your business account already owns or uses. Click the Add Assets button in the upper right corner to add another page to your account. After that, choose Facebook Page.
Step #5. Here, you can make a brand-new page for your business or move an existing page into your Meta business account. If you work for an agency, you can also ask to share a client’s Facebook page, which gives your team access without taking it over completely.
Step #6. Once you’ve added a Facebook business page to your account, you can decide which team members can access it. See the next step (#13) for a full walkthrough.
Step #7. Now you have to add Instagram accounts to Business Suite. You can also add an Instagram account to Business Suite with just a few clicks. Click the Add Assets button on the Business Assets tab. Then, choose Instagram Account and agree to the terms.
Step #8. When you click the “Claim Instagram Account” button, you’ll be asked to sign in to the Instagram account you want to add to Business Suite. Then you’ll be able to give team members access when you need to.
Step #9. Connect WhatsApp to Business Suite, Business Suite also lets you add WhatsApp business accounts. Click the button that says “Add Assets,” then choose “WhatsApp Account.” You’ll be automatically sent to Business Settings to finish the setup.
Step#10. Click “Add” and type in the phone number for the WhatsApp account you want to link. Then, go to your WhatsApp account and enter the code that you get. You’ll get a confirmation message, and then the WhatsApp account will show up in Business Suite.
Step #11. You can also claim and share advertising accounts for your business or clients with Business Suite. Open the Advertising menu by clicking the “Add Assets” button. Then, click Ad Account and choose whether you want to claim, share, or make a new account.
Step #12. You can create or claim ad accounts without leaving Business Suite. But if you need to share an ad account, you’ll be sent to Business Settings automatically. Follow the on-screen instructions to ask for access to client accounts.
Step #13. You can now give other people roles and permissions. You can give each team member a role now that you’ve added a Facebook business page, an Instagram account, and other assets to Business Suite. First, let’s look at how you can give each asset permissions.
Step #14. Select the page or account you want to manage in the Business Assets tab of Business Suite. Then click the Add People button on the Page Access tab. You can turn on the Manage Page switch to let other people use the account as much as they want. Or, you can give each community manager, advertiser, and analyst their own permissions.
Step #15. You can also manage each person on your team’s permissions. This workflow is much faster if you have a lot of assets to give to a new team member.
Step #16. Open the People tab in the Business Suite settings and choose a team member. Click the Assign Assets button in the upper right corner to give a new role. Look over each type of asset and mark the ones you want to assign.
Step #17. Choose the right level of access for each asset. Then click Save to put the changes into effect.
Step #18. Make a list of the Business Suite’s services
If you are in charge of marketing for a service-based business, you can put all of your services on your Facebook business page if you want to. So, you can get people to think about you and get more customers.
Step #19. Open the All Tools menu and click Services to set up services in Business Suite. Then click the button that says “Add a Service.”
Step#20. You can give it a name and a description, upload a picture, and set the price and length.
How to Set Up Meta Business Suite to Work With Clients
Once you’ve finished the steps above, you’ll know how to set up and run Business Suite for clients. You can also add staff or coworkers to Business Suite. Open the People tab by clicking Settings in the lower left corner. Click the “Add People” button in the upper right corner and type in the email addresses of the people on your team.
If you or your clients use Business Manager, use the steps below to get your team up and running and set up the tools they need.
Step#1. First, let your team use the Business Manager for your agency. Meta says that at least two people should be able to manage a Business Manager. It’s best to give the rest of your team employee access so you can have more control over the tools they can use.
Step 2. To add people, open Business Manager and click the gear icon in the lower left corner to open business settings. Click Users in the left menu and then click the People tab. Click “Add” and then type in the email addresses of your coworkers or employees. When your coworkers say yes, they’ll be added to your Business Manager.
Step #3. Use business manager to give your team access to the social media accounts of your clients. Now, you need to make sure that your team has the right kind of access to client pages. In the business settings menu on the left, click Accounts and then click the Pages tab. Then click “Add” to ask for access to a page. You can either type in the page’s URL or search for it. Click the button that says “Request Access” to move on.
Step #4. The client will need to approve your request through their own Business Manager. From the left menu in Business Settings, they can choose Requests. On the Received tab, they can see all requests and approve them.
Step #5. After a client approves your request, you can go back to Business Manager’s Pages tab and set up access. Click on your client’s Facebook page and choose all the people who should be able to see it. You can flip the Manage Page switch on or off to give people full control over the page or to give them specific permissions as needed.
Step #6. When you’re done, click the Assign button. Everyone you’ve added to Business Manager should now be able to see and use the client page.
Step #7. Add Instagram or WhatsApp accounts for your clients to your Business Manager. Choose Instagram Accounts or WhatsApp Accounts from the Accounts menu and follow the on-screen instructions. Once you’ve linked these accounts successfully, you can give team members the job of managing them.
Step #8. The same workflow is used to add team members to client ad accounts. Open the Accounts drop-down menu in Business Manager’s business settings and choose Ad Accounts. Then, click “Add” and choose “Request access to an account.” Enter the ad account ID for the client.
Step 9. If you don’t know their account number, you can use the number for your company instead. Copy and paste your business ID, then send it to your client and ask them to add you as a Business Manager partner.
Step #10. Once you have access, go back to the Ad Accounts tab and look for the ad account for your client. Click “Add People” and choose the people on your team. You can give someone full control of the ad account, access to create campaigns, or just the ability to see how well the account is doing.
Setup To Manage Client Meta Pixels and Conversion Events in Business Manager
Step#1. First, if you’re an ad manager, you might require access to your clients’ conversion events and Meta pixels. If your clientele knows your company’s ID, they will gladly part up their pixels.
Step#2. Second, in the company preferences, users can select Pixels under the Data Sources heading. Click the Assign Partners option after selecting the shareable pixel. A valid company ID is required for access.
Step#3. Third, once you have access, you may review their conversion events and modify them as necessary. Go to the Business Manager menu and select the Events Manager option. Choose the client pixel you’d like to use by clicking the Configure Web Events button. Add in conversions, prioritise them, and you’ll be able to track the success of your ads much more precisely.
Step#4. Fourth, to advertise or sell their products, clients can grant you access to their product catalogues. Clients can then select Catalogs from the drop-down menu under Data Sources in the business settings. By selecting the “Assign Partners” tab and then entering your company ID, they can grant you access.
Step#5. Fifth, access Commerce Manager via the “Tools” submenu of Business Manager. You can manage your Facebook, Instagram, and Ads Manager stores and update your catalogues and troubleshoot issues from there.
Business Suite has a more complete set of tools for making content, but Meta hasn’t yet built some of the most important management tools directly into the platform. You can find links to all of the tools you need to manage Meta accounts and features for your company or clients in the menus of both Business Suite and Business Manager.