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Please Share Your Facebook Access

Watch the video FIRST!

For this section of onboarding, you will need the following:

- Your Facebook Login Credentials

- Facebook Business Page ( Create Business Page)

- Instagram Account (Create Instagram Account)

- Facebook Ad Account (Create an Ad Account)

What you need to do:

  • Login to https://facebook.com in another tab within your browser

  • Fill out the Facebook Sharing form below

  • Choose the ad account(s), page(s), catalog(s), pixel(s), and Instagram account(s) associated with your practice

  • Click "Confirm Access" to complete

  • Move on to Step 2 on this page

Sharing Facebook Access

Note: Facebook access is shared via the link found in Step 1 of this onboarding page. Please complete Step 1 and then complete this survey.

Facebook Sharing Form

more troubleshooting & resources

How to Create a Facebook Business Manager Account & Add Assets

Watch: How to Create a Facebook Business Manager Account:

How to Create a Facebook Business Manager Account:

  1. Go to business.facebook.com/settings

  2. Click "create business"

  3. Enter your company name

  4. Enter your name

  5. Enter your email

  6. Check that email for an email from Facebook

  7. Click "confirm" button from email to enter your new Facebook Business Manager Account

  8. On the left hand menu, scroll down to "Business Info" and fill out all relevant business information

Watch: How to Add Assets to Your Facebook Business Manager Account:

How to Add Assets to Your Facebook Business Manager Account:

  1. Go to business.facebook.com/settings

  2. Select your business account

>Add a Facebook Page

  1. Navigate to Pages on left hand menu

  2. Click the "Add" button

  3. Select "Add a Page"

  4. Enter your page url or type in your page name

  5. Select your page from the autopopulated option

>Add an Ad Account (If no ad account, skip this step)

  1. Navigate to Ad Accounts on left hand menu

  2. Click the "Add" button

  3. Select "Add an Ad Account"

  4. Enter your ad account number

> Add an Instagram Account

  1. Navigate to Instagram Accounts on the left hand menu

  2. Click the "Add" button

  3. Select "Add an Instagram Account"

  4. A new window will pop up and you'll need to sign into your Instagram Account here

How to Grant Access to Facebook Business Manager Account

Watch: How to Add People to Your Facebook Business Manager Account

How to Grant Access to Your Facebook Business Manager:

>Add TLP Staff

  1. Go to business.facebook.com/settings

  2. Click on your business account

  3. Under "Users" select "people"

  4. Click "Add People" and type in this email address: [email protected]

  5. Toggle ON "Admin Access"

  6. Click "Show Advanced Options" and toggle ON all options available

  7. Click "Next"

Don't have a Facebook Business Manager or need to add your Page, Ad Account, or Instagram profile to your Business Manager?

Click here for instructions on how to create a business manager and add account assets.

>Assign Permissions: Facebook Page

  1. Left hand column> Select "Pages"

  2. Middle column > Select Facebook Page again

  3. Right column > Scroll to bottom and select "Full Control" and make sure all options are toggled on above

Don't have a Facebook Business Page?
Click here for instructions on how to create one.

>Assign Permissions: Ad Account

  1. Left hand column> Select "Ad Accounts"

  2. Middle column >Select Ad Account again

  3. Right column > Scroll to bottom and select "Manage Ad Account" and make sure all options are toggled on above

>Assign Permissions: Pixel

  1. Left hand column> Select "Pixels"

  2. Middle column >Select Pixel(s) again

  3. Right column > Scroll to bottom and select "Manage Pixel" and make sure all options are toggled on above

>Assign Permissions: Instagram Account

  1. Left hand column> Select "Instagram Accounts"

  2. Middle column >Select Instagram Account again

  3. Right column > Make sure all options are toggled on

Don't have an Instagram Business Account?

Click here for instructions on how to create one.

How to Create a Facebook Business Page & Connect Instagram Account

How to Create a Facebook Business Page:

  1. Log into facebook.com/

  2. Left hand menu select "Pages" (orange flag icon)

  3. Select "+ Create new Page"

  4. Create your page with all relevant business information

How to Connect Your Facebook Business Page to Your Instagram Account:

>For Facebook Classic Pages:

  1. In a new browser tab, sign in to your Facebook account.

  2. Select Pages on the left, and then select the Page.

  3. Select Settings at the bottom of the Manage Page menu on the left.

  4. Select Instagram from thePage settings menu.

  5. Select Connect account.

  6. Confirm Facebook's prompts and then enter your Instagram account credentials (username and password) to connect the account to your Facebook Page.

>For Facebook New Pages Experience:

  1. In a new browser tab, sign in to your Facebook account.

  2. Select your profile picture in the top right and then select See all profiles.

  3. Select the Page you want to switch into.

  4. Select Manage under the Page’s cover photo, and then select Linked accounts from the menu on the left.

  5. Select Instagram and then select Connect account.

  6. Confirm Facebook's prompts and then enter your Instagram account credentials (username and password) to connect the account to your Facebook Page.

Here's How it Should Look

How to Create an Instagram Business Account

Watch: How to Create an instagram Business Profile:

How to Create an instagram Business Profile:

Note: this can be done via a web browser or via the Instagram app on your phone or tablet.

>Create an Instagram Account

  1. Open Instagram app or go to instagram.com if using a web browser

  2. Select "Sign Up"

  3. Enter your email or mobile number

  4. Enter your name

  5. Give the account a user name (should be the same or very similar to your business name)

  6. Enter your date of birth

  7. Check for confirmation code sent to your phone or email

  8. Enter confirmation code

  9. Navigate to your profile and add all relevant business information

>Make Your Account a Business Account

  1. Open Instagram app or go to instagram.com if using a web browser

  2. Log into your account

  3. Navigate to your profile

  4. Click into Your Account

  5. Go into Settings

  6. Select "Switch to Professional Account"

  7. Select "Business" for account type, click next

  8. Complete set up steps (select relevant business category, review contact information).

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The Leading Practice

(253) 242-2026

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