5 Easy Steps to Add a User to Meta Business Suite

In today’s digital landscape, effectively managing your business presence online is paramount. Meta Business Suite, a comprehensive platform that consolidates your Facebook and Instagram accounts, plays a crucial role in streamlining your social media marketing efforts. Adding users to your Meta Business Suite account enables you to collaborate seamlessly with team members, assign roles, and grant the necessary permissions to manage your business’s social media presence. This guide will provide you with a step-by-step walkthrough of how to add a user to Meta Business Suite, ensuring efficient and secure team collaboration.

To begin, log in to your Meta Business Suite account and navigate to the “Settings” tab. Under the “Users” section, click on the “Add User” button. A pop-up window will appear, prompting you to enter the email address of the user you wish to add. Once the email address is entered, you can select the appropriate role for the user. Meta Business Suite offers various roles, including Admin, Editor, and Analyst, each with specific permissions and capabilities. Choose the role that best aligns with the tasks and responsibilities you want to delegate to the user.

After selecting the user’s role, you can further customize their permissions by clicking on the “Edit Permissions” button. This will open a detailed list of permissions, allowing you to grant or deny specific actions to the user. For example, you can grant the user permission to create and publish posts, manage ads, or view insights. Once the permissions are configured, click on the “Save Changes” button to add the user to your Meta Business Suite account. The user will receive an email notification, inviting them to accept the invitation and join your team.

Identify the User’s Role and Access Level

Before adding a user to Meta Business Suite, it’s crucial to determine their appropriate role and access level. This step ensures that the user has the necessary permissions to perform their desired tasks within the platform without compromising the security of your business’s data and accounts. Here’s a detailed breakdown of the different roles and access levels available:

Employee

An Employee role grants basic access to Meta Business Suite. Users with this role can manage tasks such as:

Creating and scheduling posts for connected social media pages
Running and analyzing campaigns
Viewing and downloading performance reports

Admin

An Admin role provides users with more advanced permissions compared to Employee. In addition to the tasks an Employee can perform, Admins can:

Manage user permissions and add or remove users
Configure settings for connected accounts
Control spending limits for advertising campaigns

Role	Access Level
Employee	Basic
Admin	Advanced

Navigate to the Business Suite Settings

To begin, sign into your Meta Business Suite account and click the three horizontal lines icon in the top left corner of the screen. From the drop-down menu, select “Business Settings”. This will open a new page with various settings and options for your business.

Assign Permissions

Step 1: Click the “People” tab from the left-hand menu in the Business Suite Settings.

Step 2: Find the “Add People” section and enter the email address of the person you want to add as a user. You can also invite people using their Facebook or Instagram profiles.

Step 4: Click the “Save” button at the bottom of the page to add the new user with the specified permission level to your Meta Business Suite account.

Access the User Management Section

1. Visit business.facebook.com and sign in to your Meta Business Suite account.

2. Click on the “Settings” tab located in the left-hand navigation menu.

3. In the “Users” section, click on “Add People” to begin the process of adding a new user to your account.

Field	Description
First Name	Enter the first name of the person you want to add.
Last Name	Enter the last name of the person you want to add.
Email Address	Enter the email address associated with the person’s Meta account.
Role	Select the appropriate role for the new user. Admins have the highest level of access, while Editors can create and edit content, and Viewers can only view content.

4. Once you have provided the necessary information, click on the “Invite” button to send an invitation to the new user. The user will receive an email notification with a link to create their Meta Business Suite account.

5. Once the user accepts the invitation, they will be added to the “People” section of your Meta Business Suite account, and will have the permissions granted in accordance with the role you assigned.

Invite New User by Email or Link

To invite a new user to Meta Business Suite, you can do so either through email or by sending them a link. Both methods are straightforward and allow you to quickly add team members to your account.

Email Invitation

To invite a user by email, follow these steps:
1. Log in to your Meta Business Suite account.
2. On the left navigation menu, click the “People” tab.
3. Click the blue “Invite” button.
4. Enter the email address of the user you want to invite and select their access level from the drop-down menu.
5. Click the “Invite” button to send the invitation.

Link Invitation

To invite a user by link, follow these steps:
1. Log in to your Meta Business Suite account.
2. On the left navigation menu, click the “People” tab.
3. Click the “Invite by link” button.
4. Select the access level you want to give the user from the drop-down menu.
5. Copy the link and send it to the user you want to invite.

When a user clicks on the link, they will be prompted to log in to their Meta account. Once they have logged in, they will be added to your Meta Business Suite account with the access level you specified.

Access Levels

When you invite a user to Meta Business Suite, you can assign them one of four access levels:

Access Level	Permissions
Admin	Can manage all aspects of your Meta Business Suite account, including adding and removing users, managing ads, and creating pages.
Editor	Can manage most aspects of your Meta Business Suite account, but cannot add or remove users.
Analyst	Can view and analyze data from your Meta Business Suite account, but cannot make any changes.
Advertiser	Can create and manage ads in your Meta Business Suite account, but cannot make other changes.

Set User Permissions and Restrictions

Once you’ve added a user to your Meta Business Suite, you can set their permissions and restrictions to control what they can access and do within the platform. Here are the different types of user roles:

Admin: Has full access to all aspects of the account, including billing, users, and ad campaigns.
Editor: Can manage most aspects of the account, such as creating and editing ads, but cannot access billing or user settings.
Advertiser: Can create and manage ad campaigns, but cannot access other account settings.
Analyst: Can view and analyze account data, but cannot make changes.

In addition to these roles, you can also restrict access to specific parts of the account, such as certain ad campaigns or pages. To do this:

Click on the “Users” tab in Meta Business Suite.
Select the user you want to edit.
Click on the “Permissions” tab.
Edit the user’s permissions and click “Save.”

Set User Permissions to Specific Pages and Ad Accounts

You can also set user permissions to specific pages and ad accounts. This allows you to give users access to only the resources they need to do their jobs.

To set user permissions to specific pages and ad accounts:

Click on the “Pages” or “Ad Accounts” tab in Meta Business Suite.
Select the page or ad account you want to edit.
Click on the “Settings” tab.
Click on the “People” tab.
Edit the user’s permissions and click “Save.”

By setting user permissions and restrictions, you can ensure that your Meta Business Suite account is secure and that users only have access to the information and resources they need.

Assign User to Specific Assets (Pages, Ads, etc.)

Once you’ve added a user to Business Suite, you can assign them specific permissions to assets like Pages, Ad Accounts, and Product Catalogs. To do this, follow these steps:

Go to the asset you want to assign permissions to and click on “Settings.”
Click on the “People” tab.
Type in the name of the user you want to assign permissions to and select them from the list.
Select the level of permission you want to grant the user: Admin, Editor, Viewer, etc.
Click on “Save Changes.”

You can also assign users to specific roles within Business Suite. Roles are collections of permissions that you can create and assign to users. To create a role, click on “Settings” in the top right corner of Business Suite and then click on “Roles.” From there, you can create a new role and assign it the permissions you want.

Permissions Table

The following table describes the different permissions you can assign to users in Meta Business Suite:

Permission	Description
Admin	Can manage all aspects of the asset, including adding and removing users, editing settings, and creating and running ads.
Editor	Can edit the asset’s settings and create and run ads.
Viewer	Can only view the asset’s settings and data.

Review and Confirm User Roles

Once you’ve added users to your Business Suite, it’s important to review and confirm their roles to ensure they have the appropriate level of access. To do this:

Click on the “Settings” tab in the top right corner of the screen.
Select “Users” from the left-hand menu.
A list of all users added to your Business Suite will be displayed. Click on the name of the user you want to review.
The user’s roles will be listed under the “Roles” section. You can edit these roles by clicking on the “Edit” button.
A pop-up window will appear where you can select the roles you want to assign to the user. Select the appropriate roles and click on the “Save” button.

It’s important to note that the roles you assign to users will determine the level of access they have to your Business Suite. For example, users with the “Admin” role will have full access to all features, while users with the “Editor” role will only have access to certain features.

User Roles

Send Invitation

To invite a user to Meta Business Suite, follow these steps:

Log into Meta Business Suite.
Click on the “Settings” tab.
Select “People” from the left-hand menu.
Click on the “Invite People” button.
Enter the email address of the user you want to invite.
Click on the “Send Invitation” button.
The user will receive an email invitation to join Meta Business Suite.

Grant Access

Once the user has accepted the invitation, you will need to grant them access to the specific assets you want them to manage. To do this, follow these steps:

Log into Meta Business Suite.
Click on the “Settings” tab.
Select “People” from the left-hand menu.
Find the user you want to grant access to.
Click on the “Edit” button.
Select the permissions you want to grant the user.
Click on the “Save Changes” button.
The user will now have access to the specified assets.

Verify Account Ownership and Control

To ensure the security and integrity of your Meta Business Suite account, it’s essential to verify its ownership and ensure you have complete control over it.

Request Business Verification: Submit a verification request to Meta to verify your business’s identity and establish its credibility. This process typically involves providing documentation such as a business license, tax ID, or utility bill.
Authorize Admin Access: Grant administrative access to trustworthy individuals who need to manage your Business Suite account. Ensure they are reliable and have a legitimate need for the permissions you assign.
Monitor Account Activity: Regularly review your account activity to detect any suspicious or unauthorized access. Check for unexpected changes to settings, permissions, or ad campaigns.
Enable Two-Factor Authentication (2FA): To enhance security, enable 2FA on your account using a code sent to your mobile device or a physical security key. This adds an extra layer of protection against unauthorized access.
Disable Inactive Users: Remove inactive users from your Business Suite account to prevent unauthorized access. Regularly review your user list and disable accounts that are no longer needed.
Manage User Permissions: Assign appropriate permissions to each user based on their role and responsibilities. This ensures that users only have access to the features and data they need to perform their tasks.
Use Strong Passwords: Create strong and unique passwords for your Business Suite account. Avoid using personal information or easily guessed words. Consider using a password manager for added security.
Be Cautious of Phishing Attempts: Beware of phishing emails or websites that impersonate Meta and attempt to obtain your account credentials. Never provide your login information to third parties.
Keep Software Up to Date: Ensure that your software, including web browsers and operating systems, is always up to date with the latest security patches. This helps protect against vulnerabilities that could be exploited by attackers.

Monitor and Manage User Activity

1. Navigate to Business Settings in Meta Business Suite.

2. Select “People” from the left menu.

3. Click on the “Activity Log” tab.

4. Filter the activity by “User” to see a specific user’s actions.

5. Adjust the date range to view activity within a specific time frame.

6. Review the list of actions the user performed, including creating assets, editing content, and assigning roles.

7. Click on an activity to view detailed information, such as the time and date of the action, the affected asset, and the changes made.

8. If necessary, you can export the activity log to a CSV file for further analysis.

9. Review the “Assigned Assets” and “Permissions” sections to ensure that users have the correct access levels to specific assets and features.

10. Regularly check the activity log to identify any suspicious or unauthorized user activity, such as attempts to access confidential information or make unauthorized changes. This helps you maintain the security and integrity of your Meta Business Suite account.

How to Add a User to Meta Business Suite

Meta Business Suite is a convenient platform that allows businesses to manage their Facebook and Instagram accounts from a single dashboard. If you need to add additional users to your Meta Business Suite account, such as employees or contractors, you can do so easily by following these steps:

Sign in to Meta Business Suite.
Navigate to Settings.
Click on "People".
Click on "Add people".
Enter the email address of the user you want to add.
Select the role you want to assign to the user.
Click on "Send invitation".

Once you have sent the invitation, the user will receive an email from Meta Business Suite. They will need to click on the link in the email to accept the invitation and create their own Meta Business Suite account.