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A guide to adding your social media manager, marketing coordinator, or other team members to your Instagram and Facebook accounts for scheduling posts, ad management, messaging, analytics, and tools.
Table of Contents
What is Meta Business Suite?
Meta Business Suite is a centralized platform designed by Meta (formerly Facebook) to help businesses manage their presence on Facebook and Instagram. It acts as a single dashboard where you can handle various tasks for both platforms, including:
- Content creation and scheduling: Plan and publish posts, stories, and videos.
- Messaging: Manage messages and comments from both Facebook and Instagram in a single inbox.
- Analytics and insights: Track performance metrics for your content and audience.
- Ad management: Create, manage, and monitor ad campaigns.
Essentially, it streamlines your social media workflow by bringing all the essential tools and data for your Meta accounts into one place.
Who would I add to Meta Business Suite>?
Adding users to your Meta Business Suite allows you to delegate tasks and collaborate with your team without sharing your personal login information. You can add various types of users, each with different access levels, such as:
- Social Media Managers: Users who handle all aspects of your social media presence, from content creation to community engagement and reporting.
- Marketing Coordinators: Team members who may need access to schedule posts, respond to messages, and view analytics.
- Ad Specialists: Individuals or agencies who manage your ad campaigns and require access to your ad accounts.
- Agencies or Freelancers: External partners who need specific access to your assets to perform their services (e.g., a graphic designer who needs to upload images, or a copywriter who needs to draft posts).
What do I need to check for before adding a user to Meta Business Suite?
Before you add a new user, there are a few things you should confirm to ensure a smooth process and maintain the security of your business accounts:
- Your own access level: You must have “Full Control” (or be an admin) of the Business Suite to add new people.
- The user’s email address: You will need the exact email address associated with the user’s personal Facebook profile. The invitation will be sent to this email.
- Connected assets: Make sure that all the Facebook Pages, Instagram accounts, and ad accounts you want the new user to manage are already connected to your Meta Business Suite. You can find these under “Business assets” in your settings.
- Two-Factor Authentication (2FA): For added security, you may be required to have 2FA enabled on your own account. It’s a good practice to ensure the user you’re inviting also has it enabled on their personal account.
How do I add a user to my Meta Business Suite?
The process for adding a new user is straightforward. Watch this short video tutorial or read the step-by-step guide below.
Step-by-Step Guide to Adding a User to Your Meta Business Suite
- Open Meta Business Suite:
- Navigate to Settings: From your Meta Business Suite homepage, click on the “All tools” icon (a grid of nine dots) in the left-hand menu. Then, scroll down and click on “Settings.”
- Go to People: In the Settings menu, you’ll see a “Users” section. Click on “People.” This page shows all the current users with access to your Business Suite.
- Invite People: Click the “Invite people” button.
- Enter email and access level: A pop-up window will appear. Enter the email address of the person you want to invite. You will then be able to choose their level of access:
- Partial Access: This is the default and recommended level for most team members. You can then specify exactly what tasks they can perform (e.g., manage content, view insights, or respond to messages).
- Full Control: This gives the user complete administrative power over the Business Suite, including the ability to add and remove other users and assets. Reserve this for highly trusted individuals.
- Assign assets and tasks: On the next screen, you will grant the user access to specific assets (e.g., a particular Facebook Page or Instagram account). You can then toggle on or off the specific tasks they are allowed to do for each asset, such as:
- Content: Create, edit, and publish posts and stories.
- Messages: Respond to messages in the inbox.
- Community Activity: Engage with comments and manage community settings.
- Ads: Create and manage ad campaigns.
- Insights: View performance data.
- Send the invitation: Once you have selected the appropriate permissions, click “Send invitation.” The user will receive an email with a link to accept the invitation and gain access. The invitation is valid for 30 days.
In conclusion, adding users to Meta Business Suite is a crucial step for efficient social media management and team collaboration. By carefully assigning roles and permissions, you can give team members the access they need to perform their jobs without compromising the security of your business accounts. Always remember to check your own access, have the correct email address for the user, and ensure your business assets are connected before sending an invitation.
Frequently Asked Questions (FAQ)
Do users need a personal Facebook account to be added to Meta Business Suite?
Yes, every user needs a personal Facebook account to be added to and access Meta Business Suite. This is how Meta verifies their identity and grants them access to the business’s assets.
What’s the difference between “Partial Access” and “Full Control”?
Partial Access is the recommended default for most team members. It allows you to grant specific task-based permissions, like managing content, viewing insights, or responding to messages.
Full Control is the highest level of access and should only be given to trusted individuals (like a business owner or administrator) as it grants complete authority over all settings, people, and business assets, including the ability to delete the account.
How long does a user invitation last?
A user invitation to Meta Business Suite is valid for 30 days. If the person doesn’t accept the invitation within that time, you’ll need to resend it.
Can I remove a user’s access at any time?
Yes, you can remove a user’s access at any time. To do this, go to Settings > Users > People, click on the person’s name, and then select the option to remove them from the business.
What if I can’t find the “Invite people” button?
If you can’t find the “Invite people” button, it’s likely you don’t have the necessary administrative permissions to add new users. Only people with “Full Control” can add others to the Business Suite. You’ll need to contact an existing administrator to have them add you with the appropriate permissions or add the new user themselves.
