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🧭 Navigating Business Settings in Meta Business Manager: A Quick Guide

Updated over 5 months ago

This guide provides an overview of key functionalities and frequently misunderstood features in Meta Business Manager. Whether you're new or need a refresher, here’s everything you need to know to manage your business settings effectively.

If you need to manage Users in Business Settings, please do the following:

  • To manage profiles in your Business Manager, go to Users > People.'

  • If you need to invite a new profile:

    • Click Invite People and enter the email address of the person you want to add.βœ‰οΈ

      Most of the time, the invitation needs to be approved by another admin. βœ…

    • To accept the invitation, go to Requests > Access Review and click Accept.

    • The invited user will receive an email to complete the process and join your Business Manager. πŸ“§

To Assign Profiles to Ad Accounts Safely, please do the following:

  • Go to Accounts > Ad Accounts to:

    • View and manage all linked ad accounts. πŸ“Š

      KINDLY NOTE! Pages linked to personal profiles don’t automatically appear in BM. However, users with page access can still create ads and manage campaigns.

    • Locate your Ad Account ID for troubleshooting.

    • Assign people to manage campaigns:

      • Click Assign People and add people:

      • While assigning the desired person to your Ad account page, make sure you have Manage Campaigns option toggled:

        KINDLY NOTE! It is highly recommended to assign one person at a time to reduce restriction risks. ⚠️

Here is what you need to do to ensure effective management of Data Sources and Pixels:

  • Go to Data Sources -> DataSets

  • To assign a person to the pixel, please press Assign People:

  • From there you may also select person's you would like to assign to the pxiel from the list:

  • Also it is vital to connect Ad Accounts to the pixel, by pressing Assign assets:

  • After you selected a proper assets, click Add button to confirm slection:

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