How to Add and Remove Users from Meta Business Suite

What is Meta Business Manager?

Meta Business Manager, now integrated into Meta Business Suite, is a comprehensive platform that allows businesses to manage their Facebook Pages, Instagram accounts, ad accounts, and other assets from one centralized dashboard.

Whether you’re running ads, tracking analytics, or managing content, Meta Business Suite streamlines the process by providing essential tools for team collaboration, performance tracking, and permission control.

Why It’s Essential:

  • Manage multiple Facebook Pages or Instagram accounts efficiently.
  • Assign specific roles and permissions to team members or external partners.
  • Keep business and personal accounts separate for security and efficiency.

Who Needs Meta Business Suite?

Meta Business Suite is ideal for:

  • Small Businesses: Owners managing both organic and paid campaigns.
  • Agencies: Teams handling multiple clients and ad accounts.
  • Enterprises: Organizations that require cross-department collaboration and permissions for various assets.

If your business involves team collaboration or advertising on Facebook or Instagram, Meta Business Suite is a must-have tool.


Permission Levels in Meta Business Suite

Understanding the different access levels is crucial to managing user roles effectively. Permissions ensure that each team member has access to the tools and information relevant to their responsibilities.

Types of Permissions:

  • Full Control (Admin Access): Can manage everything, including users, ad accounts, and billing.
  • Partial Access: Limited to tasks like posting, moderating comments, or running ads.
  • Custom Permissions: Tailored roles based on specific tasks or responsibilities.

Pro Tip: Grant admin access only to trusted team members, like business owners or senior managers, to maintain security.


How to Add Users in Meta Business Suite

Adding users to your Meta Business Suite enables smooth collaboration by giving team members, agencies, or partners access to the tools they need.

Steps to Add People to Meta Business Suite:

  1. Log in to Meta Business Suite and go to Business Settings.
  2. Navigate to Users > People.
  3. Click Add People and enter the email address of the user.
  4. Assign a role:
    • Admin: Full control over the account.
    • Employee Access: Limited to specific tasks.
  5. Specify which assets (Pages, ad accounts, catalogs) they can access.
  6. Click Invite to send the invitation.

The user will receive an email prompting them to accept the invitation and gain access to the assigned assets.

Pro Tip: Regularly review user roles and permissions to avoid unnecessary access.


How to Add Business Partners or Agencies

If you’re working with an external agency or business partner, you can grant them access without sharing personal login credentials.

Steps to Add a Business Partner:

  1. In Business Settings, go to Users > Partners.
  2. Click Add and select Give a Partner Access to Your Assets.
  3. Enter the Business ID of your partner agency (the agency will provide this).
  4. Assign permissions to specific assets like:
    • Facebook Pages
    • Instagram Accounts
    • Ad Accounts
  5. Click Save Changes to complete the process.

How to Remove Users from Meta Business Suite

Sometimes, you’ll need to revoke access for former employees, outdated partners, or team members no longer involved in managing your accounts.

Steps to Remove a User:

  1. Log in to Meta Business Suite and navigate to Business Settings.
  2. Go to Users > People.
  3. Select the user you want to remove.
  4. Click Remove and confirm the action.

This will immediately revoke their access to all connected accounts and assets.

Pro Tip: Always remove users promptly when they no longer need access to ensure account security.


Securing Your Meta Business Suite

Account security is crucial, especially when multiple people have access to your Meta Business Suite. Here are a few best practices to keep your business data safe:

1. Enable Two-Factor Authentication (2FA):

Requiring 2FA for all team members adds an extra layer of protection.

How to Enable 2FA:

  • Go to Settings > Security Center in Meta Business Suite.
  • Click Set Up Two-Factor Authentication.
  • Choose a method:
    • Authentication App (e.g., Google Authenticator)
    • Text Message (SMS)
  • Follow the steps to activate 2FA.

2. Regularly Audit User Access:

Periodically review the list of users in your Business Suite and remove outdated accounts.

3. Use Strong Passwords and Avoid Sharing Login Details:

Encourage team members to create strong passwords for their personal accounts and avoid sharing credentials.


Linking Facebook and Instagram in Meta Business Suite

To manage both platforms seamlessly, link your Facebook Page and Instagram account within Meta Business Suite.

How to Link Your Accounts:

  1. Go to Business Settings > Accounts > Instagram Accounts.
  2. Click Add and log in to your Instagram account.
  3. Follow the prompts to connect your Instagram profile to your Facebook Page.

Pro Tip: Ensure that the same email is used for both accounts to avoid syncing issues.


Benefits of Using Meta Business Suite for User Management

  • Streamlined Collaboration: Assigning specific roles ensures team members can focus on their tasks.
  • Improved Security: Controlled access and 2FA protect your assets from unauthorized use.
  • Efficient Campaign Management: Centralized tools simplify running and monitoring ad campaigns.

Final Thoughts: Mastering User Management in Meta Business Suite

Adding and removing users from Meta Business Suite is an essential part of managing your social media accounts securely and efficiently. By understanding how to assign roles, integrate platforms, and enforce security protocols like 2FA, you’ll ensure your business runs smoothly without compromising sensitive data.

At All In Digital, we help businesses navigate Meta’s tools to optimize their advertising and collaboration efforts.

Contact us today to streamline your Meta Business Suite setup and grow your online presence!

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