PART A - Creating your Facebook assets

In the case that you have no Facebook Page nor Facebook Ad Account be sure to create them yourself and then grant access to the agency you will be partnering with. I suggest you create:

  • a Facebook Page,
  • an Ad Account,
  • An instagram account
  • a Pixel,
  • a Business Manager,

PART B - 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 and can share permissions to partners.

When creating your Business Manager, you will want to add the newly created ad account or any existing assets to it. (ad account, page, pixel, events)

Notes: 

  • You need a Facebook profile to create a Business Manager account. You use your Facebook username and password to sign in to Business Manager. It's a more secure way to log in than with just an email address and password.
  • You can only create two Business Manager accounts. If you need more, please work with someone else in your organisation to create additional Business Manager accounts.
  • Make sure that you have a personal Facebook account to confirm your identity.

Create a Business Manager

  1. To create a Business Manager:
  2. Go to business.facebook.com/overview
  3. Click Create account.
  4. Enter a name for your business, your name and work email address and click Next.
  5. Enter your business details and click Submit.

 

PART C - Granting a Partner (Alloy) access to your Business manager

Now that you have created your Facebook assets you can grant access to them to your partner agency. When working at the assets level you will be given two options; to add People or Assign a Partner. Although these two entities (People and Partners) do share some similarities the main difference is that with People you can grant access to a specific person but with Assign a Partner you give access to another Business Manager and its admins or employees. In order to invite your agency to access your assets you need to be an admin in your Business Manager.

Before you begin, note only admins can add a partner.

  1. Make sure you’re logged into your facebook account that is an admin for you business manager 
  2. Click this link https://business.facebook.com/settings/partners/
  3. You may need to select the business manager account if you have more than one
  4. Once the partners page loads, In the middle column of the screen, Click the blue button  “+ Add.”
  5. Select “Give a partner access to your assets”
  6. Enter our Partner business ID 1225182800923972  and click Next.
  7. On this screen, you can add partners to multiple assets. Choose a type of asset in the first column. Select the assets that you want to add your partner to in the second column. Assign a role for your partner in the third column. Repeat these steps until you've chosen roles for all of the assets that you want to assign. As a partner we need 
  8. We need access to the following assets if you have created them: facebook page, ad account, pixel, custom events.
  9. Click Save Changes.