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Advertising account and company manager on Facebook. How to add a new person? What permissions to grant?
SOCIAL MEDIAAdvertising account
When starting new marketing cooperation with clients, we are often asked about adding a new person to the advertising account and what rights to assign to them. If you also have a problem with it, check out our manual.
Adding a new person to your advertising account, step by step:
- In the Ads Manager, go to “Advertising Account Settings”.
- Under “Roles in ad accounts,” select “Add people.”
- Enter the first name, last name, and email address of the person you want to add (the email must be the same email that this person uses to sign in to Facebook). If you add this person to your Facebook friends beforehand, it will be easier for you to find them as they will automatically appear on the list.
- Then, on the right side of the person’s name, click on the drop-down list and select the appropriate role on the page (Administrator / Advertiser / Analyst)
- After confirmation, the person concerned will automatically get access to your advertising account.
Types of permissions on the advertising account
Managing your advertising account and creating posts and ads by other people/agencies is possible only after being granted appropriate permissions. On Facebook, you can find three permission options that differ in the person’s competencies on a given advertising account.
- Administrator – is the person with the highest level of permissions. The administrator can create, edit and display advertisements, edit payment methods, manage and remove permissions of other administrators, as well as delete the ad account.
- Advertiser – these rights are most often assigned to people who are supposed to co-create ads on your account. They have permission to view, edit and set up ads using the payment method assigned to the ad account.
- Analyst – this is the lowest level of authorization. Such a person can only view ads and reports, without editing, deleting or creating ads.
Frequent doubts (FAQ)
Will adding new people to my advertising account not allow them to log into my private Facebook?
An advertising account is different from a private account, so other people will not view content and news that will not be shared with them.
Can I remove a person from my advertising account? Yes. To remove a person from the advertising account, click the “Remove user” button next to their name and surname. Can I change a person’s permission level on a corporate account? Yes. To change a person’s permission level, you need to delete them and add them again with the new permission level. Do I need to be an administrator to remove myself from the advertising account?
No, you don’t need to be an administrator. Anyone with access to a corporate account can remove their access. Company manager
A company manager is a tool that facilitates the organization of a company profile on Facebook. It is used to manage all marketing activities from one place. Thanks to it, you can easily grant access to resources to your colleagues, partner agencies, and suppliers. Adding a person to the Company Manager, step by step:
- Enter the Company Manager and go to the “Company Settings” section.
- In the “People and Resources” area, click “People”.
- Click the “+ Add” button.
- Enter the e-mail addresses of the people you want to add and select the roles you want to assign to them (Employee / Administrator / Financial Analyst / Financial Editor). Then click “Add People”.
- The people you added will receive an email inviting them to join your Facebook business. After accepting the invitation, you’ll be able to assign people to pages, advertising accounts, and other resources in your business.
Types of authorizations in the company manager
- Employee – this is an option recommended by Facebook for adding new people. A person with this permission can work only on the accounts and selected tools assigned to him.
- Administrator – this permission allows full control over the company. A person can edit settings, people, accounts, and tools.
- Financial analyst – A person with this permission can view the company’s financial information such as transactions, invoices, account expenses, and payment methods.
- Financial Editor – Has access and ability to edit credit card details and company financial information.
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