In this section, we will explore the various roles and permissions available in Facebook Business Manager. Understanding these roles and permissions is crucial for managing your Facebook Ads account efficiently and securely.
Overview
Facebook Business Manager allows you to manage multiple Facebook pages, ad accounts, and other assets from one central location. To ensure smooth operation and security, Facebook provides different roles and permissions that can be assigned to team members. These roles determine what actions users can perform within the Business Manager.
Key Roles and Permissions
- Admin
- Description: Admins have the highest level of access in Business Manager.
- Permissions:
- Manage all aspects of the business settings.
- Add or remove people and assets.
- Assign roles and permissions to other users.
- Access all ad accounts and pages linked to the business.
- Employee
- Description: Employees have limited access compared to Admins.
- Permissions:
- View and work on assigned ad accounts and pages.
- Create and manage ads.
- Access reports and analytics.
- Finance Analyst
- Description: Finance Analysts focus on financial data and billing.
- Permissions:
- View financial details such as transactions, invoices, account spending, and payment methods.
- Access billing and payment history.
- Finance Editor
- Description: Finance Editors have more control over financial settings.
- Permissions:
- Manage financial details including transactions, invoices, account spending, and payment methods.
- Edit billing information and payment methods.
- Developer
- Description: Developers manage technical aspects of the business.
- Permissions:
- Access and manage app settings.
- Integrate and manage Facebook Pixel.
- Work on API integrations.
- Analyst
- Description: Analysts focus on data and performance metrics.
- Permissions:
- Access reports and analytics.
- View performance metrics for ad accounts and pages.
Assigning Roles and Permissions
Step-by-Step Guide
-
Navigate to Business Settings:
- Go to your Facebook Business Manager.
- Click on the menu icon in the top-left corner.
- Select "Business Settings."
-
Add People:
- In the Business Settings, click on "People" under the "Users" section.
- Click the "Add" button.
-
Enter Email Addresses:
- Enter the email addresses of the people you want to add.
- Select the role you want to assign (Admin or Employee).
-
Assign Assets:
- After adding people, you can assign them to specific assets like ad accounts, pages, or catalogs.
- Choose the asset and assign the appropriate role (e.g., Admin, Advertiser, Analyst).
-
Send Invitation:
- Click "Invite" to send an invitation to the email addresses you entered.
- The invited users will receive an email to accept the invitation and join your Business Manager.
Example
**Scenario**: You are managing a Facebook Business account for a marketing agency. You need to add a new employee, Jane Doe, who will be responsible for creating and managing ads. **Steps**: 1. Navigate to Business Settings. 2. Click on "People" and then "Add." 3. Enter Jane's email address: [email protected]. 4. Select the "Employee" role. 5. Assign Jane to the relevant ad accounts and pages with the "Advertiser" role. 6. Click "Invite." Jane will receive an email invitation to join the Business Manager and will have the permissions to create and manage ads.
Practical Exercise
Exercise: Assigning Roles and Permissions
Objective: Assign roles and permissions to team members in your Facebook Business Manager.
Instructions:
- Log in to your Facebook Business Manager.
- Navigate to "Business Settings."
- Add a new team member with the following details:
- Name: John Smith
- Email: [email protected]
- Role: Admin
- Assign John to all ad accounts and pages with full access.
- Add another team member with the following details:
- Name: Emily Johnson
- Email: [email protected]
- Role: Employee
- Assign Emily to a specific ad account with the "Advertiser" role.
Solution:
- Navigate to Business Settings.
- Click on "People" and then "Add."
- Enter John Smith's email address and select the "Admin" role.
- Assign John to all ad accounts and pages.
- Click "Invite."
- Repeat the process for Emily Johnson, selecting the "Employee" role and assigning her to a specific ad account with the "Advertiser" role.
- Click "Invite."
Common Mistakes and Tips
Common Mistakes
- Assigning Incorrect Roles: Ensure you assign the correct role based on the user's responsibilities.
- Not Reviewing Permissions: Regularly review permissions to ensure they align with current roles and responsibilities.
- Ignoring Security: Limit Admin roles to trusted individuals to maintain account security.
Tips
- Regular Audits: Conduct regular audits of roles and permissions to ensure they are up-to-date.
- Clear Communication: Clearly communicate the responsibilities associated with each role to your team members.
- Training: Provide training to new users on how to use Business Manager and understand their permissions.
Conclusion
Understanding and managing roles and permissions in Facebook Business Manager is essential for the efficient and secure operation of your advertising campaigns. By assigning the appropriate roles and regularly reviewing permissions, you can ensure that your team operates smoothly and securely within the platform.
Facebook Ads Course
Module 1: Introduction to Facebook Ads
Module 2: Setting Up the Facebook Ads Account
- Creating a Facebook Business account
- Setting up the Ads Manager
- Roles and permissions in Facebook Business
Module 3: Creating Advertising Campaigns
- Structure of an advertising campaign
- Defining campaign objectives
- Audience segmentation
- Creating ads
- Setting up the budget and schedule
Module 4: Types of Ads on Facebook
Module 5: Campaign Optimization
Module 6: Advanced Tools
Module 7: Practical Cases and Exercises
- Exercise: Creating a campaign from scratch
- Exercise: Optimizing an existing campaign
- Practical case: Retargeting strategy