7 Ways Meta Business Manager Can Help You Organize and Manage Your Business

You’re busy running your business and keeping your finances organized in Meta Business Manager can feel like one of the least important things on your to-do list. But what you don’t realize is that an organized business can save you time and money, while ensuring there are no holes in your operations that may result in accounting errors or even fraud. If you aren’t sure if Meta Business Manager will help you manage your business better, then read on to discover seven ways that it can boost your company’s effectiveness.

1) Setting up Business Manager

Setting up your new business is a lot of work. The right tools can help you streamline the process, so you can focus on what's important: building your business.

1. Set up your profile in Business Manager: It's easy to set up your profile in less than two minutes. Just enter the name of your business, add a photo, and select a billing method (PayPal or credit card). 2. Add team members: Once you have your account set up, it's time to add team members. 3. Check out our new business toolkit: We've got templates for budgets, legal documents, financial projections, marketing plans—and more! 4. Create templates that are specific to your needs: Use Business Manager's library of pre-made templates, and then customize them with a click or two. 5. Work together using Spaces: Spots make it easier to organize by project type so you don't lose track of what everyone is working on at any given moment. 6. Share files securely with Dropbox integration: Access all your shared files from within the app with just one login from Dropbox! 7. Integrate your apps into Business Manager: Connecting apps such as QuickBooks, Xero, and HubSpot helps save time. No need to log in and out of multiple systems. 1. Set up your profile in Business Manager: It's easy to set up your profile in less than two minutes. Just enter the name of your business, add a photo, and select a billing method (PayPal or credit card). 2. Add team members: Once you have your account set up, it's time to add team members. 3. Check out our new business toolkit: We've got templates for budgets, legal documents, financial projections, marketing plans—and more! 4. Create templates that are specific to your needs: Use Business Manager's library of pre-made templates, and then customize them with a click or two. 5.

2) Adding People to Your Business Manager

Adding people to your business can help you control who has access to certain things. Here's how:

- Go to the People tab.

- Click on Add a Person.

- Fill in the information about that person.

- Confirm their email address by clicking Send Verification Email. - If this is someone outside of your company, click Require them to have 2FA (2-factor authentication).

- Choose what permissions they have for each area. To see more options, click More Permissions. For example, if you want them to be able to see what you post on Facebook or Twitter but not edit it, select Social Media Access with Read permission only.

- Click Save at the bottom of the page when finished adding people to your company. - Go to the Gear icon on the top left corner and choose Settings from the drop down menu.

- Scroll down to Default Privacy Settings and make changes as desired. When done, scroll down to save settings.

- Ensure that notifications are set up as desired under Notifications in Settings.

3) Pages and Ad Accounts

One way is that business manager can help you organize your pages. For example, you might create a page for your business, but want to keep it separate from the page you use to promote personal stuff. If you're on Facebook, simply go to the Edit Page section in your Admin tab. Under General Settings, there's a setting labeled Page Name. Change the name of your personal page to something like John Smith Personal and then change the name of your business page to John Smith Company. This will ensure that coworkers can't see anything about John's personal life when they're looking at his company's Facebook Page. Another way is that it can help you manage ads for both pages. For example, if your boss has ordered a new product, you can create an ad campaign that only advertises that product instead of all products. To do this, go to Ads > Ad Sets and select Create New Ad Set. Then fill out all the information needed like how much money is being spent per day or week (depending on how long the ad campaign lasts), where people are located who will see the ad (if you want them to be from one country), and what type of product this ad is for (if there are multiple). Finally, click Save & Close.

4) Creating Custom Audiences

Meta Business Manager is a tool that helps you organize and manage your business. When you join Business Manager, coworkers can't view your personal information like they would on Facebook or Twitter. Instead, they'll see what you share in the workplace with them. This includes things like:

- documents you've shared with coworkers - documents they've shared with you - work tasks - work conversations - calendar events - private files

- announcements to the company

- messages to coworkers - discussions about general office topics - feedback about the product

- project requests In other words, anything that doesn't need to be confidential. To create an audience for people in your office, click Create Audience at the top of your dashboard then select Custom Audience. From there you can customize settings for these specific colleagues based on who they are and how much access they need. Finally click Create Audience again to confirm. You can even use our suggested settings as a starting point if needed.

5) Security and Privacy

Meta Business Manager offers a variety of features that can help you organize, manage, and grow your business. With all of the work to do in a day, it's easy to forget what needs to be done for your company. However, with the help of this great tool, you'll never have to worry about forgetting something again. The next time you're feeling overwhelmed by all that's on your plate or looking for ways to make managing your business easier, check out what this wonderful tool has to offer! Here are just some of the great benefits: -Security & Privacy

6) Insights

1) Assign a project to a team.

2) Track time against projects.

3) Add tasks to projects.

4) Create deadlines for your tasks.

5) Share your work with anyone in the company.

6) Establish shared resources for all your projects so you don't have to buy them multiple times or pay more than once for an expense like office space, conference rooms, or printers.

7) Manage your expenses by categorizing them as either business or personal.

7) Accessing Business Manager from Mobile

If you're like me, you spend a lot of time on the road. Thankfully, I can access my business tools from anywhere. When I'm not in the office, I can work through tasks via my mobile device. If a client emails or texts me about an urgent issue, I don't have to worry about missing their message or taking care of it later. Instead, I can respond immediately and follow up when I get back into the office. Other ways Business Manager helps me stay organized:

1) Customizable user roles that allow different coworkers to perform specific tasks while preserving privacy

2) Easily assignable task templates

3) A powerful dashboard that provides instant visibility into all aspects of our business