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The importance of centralized ad account management on Business Manager

Essential benefits of centralizing ad accounts

Centralized management of advertising accounts through Meta Business Manager đem lại lợi thế về mặt kiểm soát, bảo mật và tối ưu hiệu quả ngân sách. DPS.MEDIA đã chứng kiến nhiều doanh nghiệp smes tại Việt Nam gặp rủi ro khi chia nhỏ tài khoản quảng cáo cho từng cá nhân hoặc chi nhánh – dẫn đến khó kiểm soát chi tiêu, mất quyền truy cập và thậm chí bị khóa tài khoản không rõ lý do. Việc hợp nhất các tài khoản vào một nền tảng tập trung giúp doanh nghiệp kiểm soát quyền truy cập tốt hơn và đảm bảo tuân thủ chính sách mới của Meta (theo báo cáo “facebook Business Management Trends 2023” của Socialbakers).

Reasons to manage centrally:

• Control budgets and flexible permission delegation;
• Reduce the risk of security errors and unauthorized access;
• Collect, compare, and analyze marketing data effectively Request error occurred:
  
  

  Step-by-step guide to adding an ad account to Business Manager

  First-time setup with the latest Facebook interface

  Entering the Business Manager environment, many SMEs in Vietnam are still quite confused when adding new advertising accounts. According to research (Facebook Business 2023), việc thiết lập đúng tài khoản ngay từ đầu giúp giảm tới 30% rủi ro nhầm lẫn chi tiêu, tăng cường kiểm soát chi phí marketing và bảo mật dữ liệu. DPS.MEDIA khuyên bạn nên tuân thủ trình tự từng bước nhằm hạn chế lỗi phát sinh, đặc biệt khi “chuyển đổi số” vẫn còn là thách thức lớn với đa số SMEs.

  • Log in to Business Manager at business.facebook.com
  • Select the tab Business settings in the bottom left corner
  • A new window will appear, select Ad accounts > Add
  • Chọn giữa “Thêm tài khoản đã có”, “Yêu cầu quyền truy cập
    

    (Latest 2024 Facebook interface)

    First-time setup with the latest Facebook interface, suitable for small and medium-sized enterprises (SMEs) in Vietnam.

    According to Facebook Business 2023 statistics, setting up a standard account helps businesses reduce confusion, optimize marketing costs, and increase security.

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    Step 1: Log in to Business Manager

    • Access: business.facebook.com
    • Use your personal Facebook account (with Business admin permissions) to log in.

    Step 2: Access Business Settings

    • In the left menu (navigation column), scroll down to the bottom and select “Cài đặt doanh nghiệp” (Business Settings).

    Step 3: Add Ad Account

    • In the new interface, select “Tài khoản” > “Tài khoản quảng cáo” on the left side.
    • Click “Thêm” (Add) in blue in the middle/top.

    Step 4: Select Addition Type

    You will be asked which action you want to perform:

    • Add an existing ad account

    Use when the ad account was previously created by another individual/business but you want to manage it in this Business Manager. (Only one Business Manager can permanently own an ad account.)

    • Request access to the ad account

    Use when the ad account belongs to another organization/individual, and you only need access rights (such as: Advertiser, Admin, etc.).

    • Create a new ad account

    Suitable if you want to create a completely new ad account for your business.

    Step 5: Enter Ad Account ID or Create New

    • If add/ Request access rights, enter Ad account ID (in the form of 15 digits, taken from the old Ads Manager).
    • If Create new, enter the ad account name, time zone, currency type, and select the business that owns this account.

    Step 6: Select Permissions and Confirm

    • Assign permissions to team members (admin, advertiser, analyst).
    • Review the information, click “Xác nhận” (Confirm).

    Step 7: Wait for Approval

    • If it is access request: The ad account owner will receive a notification to approve the permission.
    • If it is create new/add directly, the account will appear in your list.

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    Some important notes:

    • Each account can access a certain number of Business Managers: According to Facebook, a personal account can create up to 2 BMs, and each BM can hold a maximum number of ad accounts (Learn More).
    • Only Business Manager can manage multiple ad accounts simultaneously, control roles, and reduce security risks.
    • Should clearly define hierarchical permissions: Each staff member should be assigned the correct role (Admin, Editor, Viewer, etc.) to avoid the risk of account ownership transfer exposure.

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    References:

    • Facebook Business Help Center: Add an ad account to Business Manager
    • Manage ad accounts in Facebook Business Manager

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    If you need illustrative images for the steps, let me know so I can add step-by-step instructions with actual screenshots from the 2024 Facebook interface!
    

    Notes to help avoid mistakes when assigning ad account permissions

    Chú ý xác định đúng vai trò & trách nhiệm từng thành viên

    DPS.MEDIA recommends: Before assigning permissions to a new ad account in Business Manager, businesses should clearly define each role such as Admin, Advertiser, Analyst. According to research by Harvard Business Review (2023), Improper delegation of authority not only causes conflicts in coordination but also seriously affects data security..

    • Avoid granting Admin rights indiscriminately to agency members or external parties.
    • Establish a periodic permission review process to detect and remove inactive accounts.
    • Compare assigned roles with actual access levels through internal audit documentation.

    Role

    Permission to access Request error occurred: Ensure safety and effectively control advertising accounts within the enterprise Enhance security: restrict access to the correct roles Based on research by Harvard Business Review, most security breaches in digital advertising stem from uncontrolled access rights. In small and medium-sized enterprises (SMEs), accurately assigning permissions to each advertising account is a key factor in risk prevention, especially when managing multiple platforms or collaborating with external agencies. DPS.MEDIA always recommends implementing a clear permission model, assigning each access level by role to eliminate the risk of unauthorized changes or data leaks. Grant permission Main authority Application example Admin Toàn quyền thao tác & kiểm soát Marketing Director Advertiser Create, edit, analyze campaigns Digital marketing staff Analyst View data, export reports External experts / Analytical partners Effectively control accounts thanks to the alert system Không chỉ dừng lại ở việc “thêm tài khoản mới”, DPS.MEDIA đưa vào áp dụng an automatic alert system directly linked to the advertising dashboard in Business Manager. According to Digital Marketing Casebook 2023, cảnh báo bất thường (dòng tiền bất thường, truy cập trái phép…) giúp doanh nghiệp SME chủ động phát hiện kịp thời những sai lệch hoặc dấu hiệu bị chiếm quyền tài khoản – lỗ hổng đang phổ biến ở nhiều ngành bán lẻ. Enable two-factor authentication security settings for all admins and official users Enable cost alerts and unauthorized access warnings Store periodic data export report templates for discrepancy comparison DPS.MEDIA practice: Case study of Nha Xinh furniture store When deploying Business Manager for Nhà Xinh, việc thiết lập tầng quản lý & phân quyền bước đầu giúp giảm 70% tình trạng truy cập trái phép. Ngoài ra, việc ứng dụng cảnh báo ngân sách tiêu vượt mức ngay trong 1 tuần đầu đã tiết kiệm gần 10 triệu đồng chi phí “lãng phí” do campaign lỗi chạy tự động, góp phần nâng hiệu quả trên từng đồng chi cho quảng cáo. — Protect your business ad account with permission management and automatic alerts from DPS.MEDIA, [learn more](https://pollinations.ai/redirect/1281667). Optimize workflow by integrating multiple advertising accounts Simplify operations, accelerate multi-account advertising management khi sử dụng Business Manager, khả năng tích hợp nhiều tài khoản quảng cáo được ví như việc sở hữu “bộ điều khiển trung tâm” của chiến dịch digital marketing. In fact, according to research by Harvard Business Review, SMEs can optimize their workflow by up to 40% when coordinating multiple advertising accounts from various departments or partners. From the perspective of DPS.MEDIA, centralized control not only enables flexible permission assignment, but also protects digital assets safely, while ensuring that no budget is scattered or overlooked. Easily manage budgets: Transfer budgets between campaigns without being limited by individual accounts. Seamless team collaboration: Assign permissions by position/function, monitor the effectiveness of each collaborator or partner within the same system. Save time: No more repeating setup steps, logging into multiple accounts, or handling scattered information. Practical experience: Case study from DPS.MEDIA's customer Business Number of integrated accounts Performance growth Creative Interior 5 Online sales +381% Mobistyle Fashion 3 Reduce advertising costs by 201% FUTURE Skills Training 4 Double the number of potential customers From direct consulting experience, DPS.MEDIA has found that: businesses are switching to integrating multiple accounts không chỉ giảm thiểu rủi ro bị khóa tài khoản hoặc lãng phí ngân sách, mà còn thực sự tối ưu hóa được công đoạn kiểm toán và đo lường kết quả – điều mà trước nay nhiều marketer SME thường bỏ sót. Đây chính là điểm then chốt giúp quy trình marketing không còn dàn trải mà trở nên streamlined, flexible, and highly efficient. What I want to convey Adding new ad accounts to Business Manager not only helps businesses manage ads more effectively but also creates a solid foundation for expanding digital marketing campaigns in the future. Once you understand the process and perform the steps correctly, the work becomes easier and more professional than ever. From here, SMEs can organize budgets, monitor ad performance, and assign permissions appropriately to each department or partner. Such small steps play an extremely important role in building a systematic marketing system, especially as digitalization accelerates in Vietnam. At DPS.MEDIA, we always encourage businesses to continuously learn and proactively apply technology to their operations. If you have finished adding your ad account, try learning more about how to analyze data from Ads Manager, or how to integrate Pixel to optimize performance. Chúng tôi sẵn sàng đồng hành cùng bạn trên hành trình số hóa chiến lược marketing.Đừng ngần ngại chia sẻ suy nghĩ, kinh nghiệm hoặc câu hỏi của bạn trong phần bình luận bên dưới – rất có thể, câu chuyện của bạn sẽ mở ra một cuộc thảo luận đầy giá trị cho cộng đồng!