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  1. Facebook Business Manager required permissions

Facebook Business Manager required permissions

Are you experiencing an issue retrieving leads in real-time?

Facebook has recently introduced a new way to manage Lead Access permissions, the permission needed by LeadsBridge to retrieve leads in real-time, inside the Business Manager (BM).

The Business Manager is a tool introduced by Facebook to improve assets management: with this tool you’ll be able to manage your Pages, Ad Accounts, Apps, Partners, etc., giving specific Asset permissions to Users and Partners.

As a result of this management, if permissions are not properly configured, you could encounter one of the following situations:

  • You are not able to see any lead
  • You’re only able to see the test leads sent from your Facebook account
  • You’re able to see the leads, but they are not being automatically synchronized in real-time by LeadsBridge

If you happen to have one of the cases stated above, the following guidelines will help you set the correct permissions inside the Facebook BM.

WARNING: The following guideline is schematic and should be followed step by step. During the following steps you’ll be asked to answer some questions and, depending on your responses, you should follow the associated steps.

Please, follow the guidelines very carefully and for any doubt or question do not hesitate to contact us at support@leadsbridge.com or click HERE.

Do you have access to a Business Manager Account?

  1. NO → You should contact the Owner/Admin of the BM who owns the Page you want to connect with LeadsBridge and ask them to follow the steps below on your behalf
  2. YES → Log into the BM

Once you’re inside the business manager

  1. Go to Business Settings (https://business.facebook.com/settings/)
  2. Can you see Integrations » Leads Access on the left side of the screen?
    1. NO → You should contact the Owner/Admin of the BM who owns the Page you want to connect with LeadsBridge and ask them to follow the steps below on your behalf
    2. YES → This means that you are the Owner/Admin of the BM

NOTE: If your BM is not the Owner of the Page you’re trying connect, your answer to the previous question is NO

Once you’re inside the business manager and you know you’re the BM Owner/Admin

  1. Go to Accounts » Pages. Do you want to give access to a User or a Partner?
    1. USER
      1. Go to Users » People
      2. Click on the User name
      3. Make sure that the BM User has a role inside the Facebook Page
    2. PARTNER
      1. Go to Users » Partners
      2. Click on the Partner name
      3. Make sure that the BM Partner has a role inside the Facebook Page
  2. Go to Integrations » Leads Access
    1. HELP! I can’t see “Integrations » Leads Access This means that you’re not a BM Owner/Admin → Go back to the beginning of the guide
    2. Click on the Page
    3. Do you want to give access to a User or a Partner?
      1. USER → Make sure the User has been added to the People section, otherwise add it using the Assign People button
      2. PARTNER → Make sure the User has been added to the Partners section, otherwise add it using the Assign Partners button.
    4. Do you see the CRMs tab?
      1. NO → Contact the Owner/Admin of the BM who Owns the Page and ask them to follow the steps described on this guide.
      2. YES → Click on CRMs: Is LeadsBridge listed under the Apps section?
        1. YES → GREAT! Everything has been set up correctly
        2. NO → Click on Assign CRMs, is LeadsBridge listed under Add CRMs and Set Permissions?
          1. NO → Log into your LeadsBridge application and Publish a bridge connecting the Page you’re working with
          2. YES → Select LeadsBridge and click on Assign

NOTE: Is a good practice reauthorizing your Facebook Ad Account inside LeadsBridge AFTER having assigned all the required permissions listed above. Click HERE and follow our guidelines on how to Reauthorize your account.

Please, follow the guidelines very carefully and for any doubt or question do not hesitate to contact us at support@leadsbridge.com or click HERE.