The Agency’s Master Business Manager Account

This is the command center for your entire agency operation. Setting it up correctly is critical for security, scalability, and professionalism.

Core Components:

• Business Settings: This is where you manage everything.

• People: Add your employees/contractors and assign them roles (Admin, Employee).

• Partners: This is the preferred method for connecting to your clients’ assets.

• Ad Accounts: You can own ad accounts here or get access to client-owned ad accounts.

• Pages: You can own pages (e.g., your agency’s page) or get access to client pages.

• Pixels & Events: You might own a pixel for your own use, but typically you’ll use the client’s pixel.

Best Practices for Agency Setup:

• Use Partners Connection (Business Manager to Business Manager): This is the most secure and professional method.

  • You send a partner request to your client’s Business Manager ID.

  • The client accepts and grants you the necessary permissions (e.g., Manage Page, Manage Ad Account).

  • Advantage: You never need their personal login. If you part ways, they simply remove your access. It’s clean and secure.

• Structure for Scalability: Organize your Business Manager with clear naming conventions. For example, create a separate “Project” for each client to group their Pages, Ad Accounts, and team members.

• Two-Factor Authentication (2FA): Mandatory. Enable 2FA for every single person in your Business Manager to protect your and your clients’ assets.

• Owned vs. Partnered Assets: Ideally, you should not own your client’s core assets (like their Facebook Page). You should be given access to them. This prevents “hostage situations” if the relationship ends.