What your organization should do before it starts onboarding
Identify an onboarding lead.
We recommend a senior leader with visibility into both paid and organic efforts who can oversee and delegate adding different Ad Accounts, Pages, and people.
Consider your Business Manager setup.
Do you want one Business Manager globally? Or one per region, market, or business unit? All are possible, but it depends if you want tighter control over access with more Business Managers or better global visibility with fewer.
Identify people, Ad Accounts, and Pages.
Compile a list of work-emails of your employees that you want to invite to Business Manager, as well as the Ad Account IDs and Pages you want to add.
Start engaging the organizations you work with.
If you’re an agency and client working together, start discussing your plans to use Business Manager, as well as which business will own the Ad Accounts you work on together. LinkedIn recommends that the business that manages billing own the Ad Account. We can support transferring ownership through a support process if both parties agree.
All you need is your work-email, a LinkedIn profile, and what you want your Business Manager to be called. We suggest including your full company name so others can easily identify the Business Manager.
Invite your first Admins.
Admins should be senior leaders that oversee strategy and manage teams. These people can drive onboarding.
Add your Ad Accounts and Pages.
Use Ad Account IDs and Page names to request to add them to Business Manager. Once approved, Business Manager will control those Ad Accounts and Pages.
Invite the rest of your team.
After Ad Accounts and Pages are approved, Admins will see a list of all the people that are currently accessing those assets, and can easily invite them to Business Manager.
Establish Business Manager Partnerships.
If you work with other organizations, like agencies and clients, create a Business Manager Partnership between your two Business Managers. This will allow you to share access to each other's Ad Accounts and Pages.
Get the most out of Business Manager and all its features
People & Permissions
Ad Accounts & Pages
Working with other businesses
Revenue Attribution Report