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How to Add Someone to Meta Business Suite: A Definitive Guide

So, you’re ready to delegate some responsibilities and bring another member into your Meta Business Suite empire? Smart move! Effectively managing your team’s access is crucial for maintaining control and streamlining your workflow. Let’s dive into the process of adding someone to your Meta Business Suite, ensuring a seamless and secure onboarding.

The core steps are straightforward: Navigate to your Business Settings, select “People,” click “Add People,” enter their email address, assign a role (Admin or Employee), and then grant them access to specific assets like your Facebook Page or Instagram account. Let’s break this down in excruciating detail.

A Step-by-Step Walkthrough

Adding a team member requires admin privileges within your Meta Business Suite. Make sure you have the necessary permissions before proceeding.

Step 1: Accessing Business Settings

The first step is to access the heart of your Business Suite configuration: Business Settings.

Log in to Meta Business Suite: Using your personal Facebook account linked to your Business account, go to business.facebook.com.
Navigate to “All Tools”: Look for the “All Tools” option, usually found in the left-hand navigation menu (sometimes collapsed under a triple-dot icon “…”).
Select “Business Settings”: Within the “All Tools” menu, you’ll find “Business Settings.” Click on it. This will open a new tab or window, displaying your business account’s core settings.

Step 2: Navigating to the “People” Section

Once in Business Settings, you need to find the “People” section. This is where you manage users and their roles.

Locate “Users” in the Left Navigation: In the left-hand navigation menu, you will see a section labeled “Users.”
Click on “People”: Under “Users,” select “People.” This will display a list of current users who have access to your Business Suite. If it’s a brand-new setup, this list will likely be empty (except for yourself, of course!).

Step 3: Adding a New Person

Now for the exciting part: inviting your new team member.

Click the “Add People” Button: You’ll find a blue button labeled “Add People” in the upper-right corner of the “People” section. Click it.
Enter the New User’s Email Address: A pop-up window will appear, prompting you to enter the email address of the person you want to add. Use the email address they use most often.
Choose a Role: This is where you decide what level of access the new user will have. You have two primary choices:
- Employee Access: This is the standard role for most team members. Employees can perform tasks assigned to them but typically can’t access sensitive information like financial details or change business settings.
- Admin Access: Granting Admin access gives the user full control over your Business Suite. They can manage all aspects, including adding or removing users, changing settings, and accessing financial data. Exercise caution when granting Admin access! Only give it to trusted individuals who need full control.
Toggle “Show advanced options”: By clicking this, you can assign finance-related roles (finance editor or analyst)
Click “Next”: After selecting a role, click the “Next” button to proceed.

Step 4: Assigning Assets (Pages, Ad Accounts, etc.)

This is where you specify which assets the new user will have access to. Assets include your Facebook Page, Instagram account, ad accounts, pixels, catalogs, and more.

Select the Asset Type: The next screen will display a list of your assets. Start by selecting the type of asset you want to assign access to (e.g., “Pages,” “Ad Accounts,” “Instagram Accounts”).
Choose Specific Assets: Once you’ve selected the asset type, you’ll see a list of your specific assets of that type. Click on the individual asset you want to grant access to.
Assign Permissions: Depending on the asset type, you’ll be able to assign specific permissions to the user. For example, for a Facebook Page, you can grant permissions like “Manage Page,” “Create Content,” “Moderate Comments,” “Send Messages,” “Manage Jobs,” “Insights Access,” and “Community Activity.” Choose the appropriate permissions based on the user’s role. For Ad Accounts, you can grant permissions like “Manage Ad Account,” “View Performance,” “Edit,” and “Admin.”
Repeat for Other Assets: Repeat steps 1-3 for each asset type and asset you want the user to have access to.
Click “Invite”: Once you’ve assigned access to all the necessary assets, click the “Invite” button.

Step 5: User Acceptance and Confirmation

After you click “Invite,” Meta will send an email to the address you provided.

The User Receives an Invitation: The new user will receive an email from Facebook Business inviting them to join your Business Suite.
User Accepts the Invitation: The user must click the link in the email and follow the instructions to accept the invitation. This will typically involve logging in to their Facebook account.
Access Granted: Once the user accepts the invitation, they will be granted access to the assets and permissions you assigned. They will then see your Business Suite when they log into business.facebook.com.
Confirmation in Business Settings: You can verify that the user has accepted the invitation by going back to the “People” section in your Business Settings. The user’s name should now appear in the list of users, and their status should be “Connected.”

Troubleshooting Common Issues

Adding users to Meta Business Suite is usually straightforward, but occasionally issues arise. Here are some common problems and how to solve them:

User Did Not Receive Invitation: Double-check the email address you entered. Also, ask the user to check their spam or junk folder. You can resend the invitation from the “People” section in Business Settings.
User Can’t Access Assets: Make sure you have granted the user the correct permissions for the specific assets they need access to. Go back to the “People” section, select the user, and review their assigned assets and permissions.
User Already Has Access: The user may already have access to the asset through another Business Manager or Page role. Check their existing permissions and remove any duplicate access.
Technical Glitches: Occasionally, technical glitches can occur. Try clearing your browser’s cache and cookies, or try using a different browser.
Facebook Errors: The user may need to ensure that their personal facebook profile does not have any violations against community standards, otherwise, access to business assets may not be granted.

Frequently Asked Questions (FAQs)

Here are 12 common questions regarding adding users to Meta Business Suite.

1. Can I add someone to my Meta Business Suite if they don’t have a Facebook account?

No, the person you are adding to Meta Business Suite must have a personal Facebook account. This is because Meta Business Suite is built on top of the Facebook platform, and all users need a personal profile to authenticate their access.

2. What’s the difference between “Employee Access” and “Admin Access”?

Employee Access grants limited access to specific tasks and assets, like managing content or running ads. Admin Access provides full control over the entire Business Suite, including the ability to add/remove users, manage financial information, and change settings.

3. How many people can I add to my Meta Business Suite?

Meta does not publish a hard limit on the number of users you can add to your Business Suite. However, excessive numbers of users can complicate management, so only add those who genuinely need access.

4. Can I change someone’s role (from Employee to Admin, or vice versa)?

Yes, you can change a user’s role at any time. Go to the “People” section in Business Settings, select the user, click the three dots next to their name, and choose “Change Role.”

5. How do I remove someone from my Meta Business Suite?

To remove a user, go to the “People” section, select the user, click the three dots next to their name, and choose “Remove from Business.” This will revoke their access to all assets within the Business Suite.

6. What happens if someone leaves my company?

Immediately remove them from your Meta Business Suite to prevent unauthorized access to your assets. Also, revoke any other access they may have had to your Facebook Page or Instagram account directly.

7. Can I assign different permissions to different people for the same asset?

Yes, you can assign granular permissions. For example, one person might have permission to create content on a Facebook Page, while another has permission to manage ads. During the “Assigning Assets” step, carefully select the specific permissions each user needs.

8. How do I know what permissions to give someone?

Consider their role and responsibilities. Give them the minimum level of access required to perform their tasks effectively. Overly permissive access can increase security risks.

9. Can I add an agency to my Meta Business Suite?

Yes, agencies are added in a similar way. Instead of clicking “Add People” click on “Partners”. Then you can provide the Agency Business ID. You can assign partners to assets in a similar way as described above for adding employees.

10. Why can’t I see the “Add People” button in my Business Settings?

This usually indicates that you do not have Admin access to the Business Suite. Only users with Admin permissions can add new users.

11. What is the difference between a Business Account and a Business Suite?

A Business Account is the older version, which is gradually being phased out. Business Suite is the newer, more integrated platform designed to centralize your marketing and advertising efforts across Facebook and Instagram. In the context of user management, the functionalities are largely similar, though Business Suite offers a more streamlined interface.

12. If I remove someone from the Facebook page directly will they also be removed from Business Suite?

No, removing someone from the Facebook Page directly does not automatically remove them from the Business Suite. They are separate processes. You must remove them from the Business Suite to completely revoke their access to all associated assets.

Adding the right people to your Meta Business Suite is a crucial step in scaling your social media efforts. By following these steps and keeping the above FAQs in mind, you’ll be able to effectively manage your team and ensure that everyone has the access they need to succeed. Just remember to grant admin access sparingly and always keep your business’s security at the forefront!