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Meta System User Integration

Ron Storfer avatar
Written by Ron Storfer
Updated over 6 months ago

Overview

Provide a high-level summary of the Meta Business Connect, including the background for managing the asset groups and permissions. The overview should be concise and informative, giving the developer and QA a clear understanding of the implementation's purpose and goals.

Objectives

Client account - Meta Business client account

  • Add a client business account

  • Create page

  • Set primary page

  • Connect to the Business account application (Application ID 420545036241476)

  • Create a System User with admin permissions

  • Generate the Admin System User token for the Business account application

  • Add assets to the page and applications

Business account - Meta Business Spikerz account

  • Outline the account that will have access to the client account assets

  • Define the application through which the assets are connected

  • Define the asset permissions

Client account

Create Client Business Account

  • Navigate to the Facebook Meta business login page and log in/create a new account.

  • Create your Meta Business Portfolio (you will be allowed to create a business account only in an hour or so). In the wizard, you can choose your preferred business name and admin account email address. Likewise, you can add more people to manage your business account.

Create Page

  • Navigate to the settings and choose from the left sidebar Pages menu or use the following link.

  • Hit the button “+ Add” to create a new page.

  • Choose to create a new Facebook Page.

  • Choose your preferred page name, category of the page and click the “Next” button. On the “Confirm” page of the wizard, accept the terms and conditions and hit “Create Page”

  • Now your page is created and can be listed in the “Pages” section of your Meta Business account. Copy the name of the created page “ITSecure”.

Set Primary Page

  • Go to the Business portfolio info section by choosing the entry from the sidebar menu or use the following link. The following Business portfolio information should be displayed:

  • It states that we do not have a set primary page. In order to add the primary page, hit the “Edit” button on the right and enter the page “ITSecure” in the field “Facebook Page Name or URL” and hit the “Save” button. Once the information is saved, the Primary page section will be prefilled with the “ITSecure” primary page on the Business portfolio info page.

Connect to Spikerz Application

  1. Navigate to the “Apps” section or click the following link.

  2. Click on the “+ Add” button. The “What do you want to do?” dialog box is displayed.

  3. Select the “Request access to an app ID” option. The Request an app dialog box is displayed.

  4. Enter 420545036241476 in the App ID field - that is the Spikerz Business Application ID.

  5. Click the Request app button. The dialog box closes.

  6. Contact the Spikerz Support team via email at [email protected] to let them know that you have requested access to the Spikerz Assets Manager app. You must share the system user ID with them.

After closing the dialog box, the user can see that the application request is in pending mode until the Spikerz manager approves the request.

The Spikerz business manager should see the pending requests and approve them from their Meta Business Manager page.

Create Admin System User

Once the Spikerz application is approved, navigate to the “System Users” section or click the following link.

Click on the “+ Add” button.

In the open modal dialog box, choose the following:

  • Your preferred system user name (Spikerz Security is recommended)

  • Choose “Admin” in the system user role (very important)

Role

Description

Admin

An admin system user can create system users, add accounts, assign permissions and more.

Employee

Regular system users can only access the assets for which they have permission.

Once the System User is added to the manager, it will be listed on the system users page. Now we can generate a token for Spikerz Application access, which we added in the section above

Assign Assets

1. click on assign assets:

2. Select all pages and turn on "Full control (business tools and Facebook)"

3. Select all instagram accounts and turn on "Full control"

4. Optional: add all ad accounts and turn on "Full control - Manage ad accounts":

5. Finish and click on "Assign assets":

Generate Admin System User Token

Choose a previously added Admin System User from the list and hit the “Generate token” button.

In the open modal dialog, choose the Spikerz Application from the dropdown that we added in the section above and click on the “Next” button.

In the “Token Expiration” section, choose “Never”.

Click on the “Next” button.

Choose all permissions in the “Assign Permissions”:

The final steps:

  1. Click the Generate token button. The wizard's Done page is displayed with the token.

  2. Click the Copy button to copy the token so you can save it, because you need it later.

  3. Click the Done button. The wizard closes.

Add Business Assets

Navigate to the Business asset groups or click the following link and click on the “+ Add” button.

In the newly opened modal dialog, choose the “Create a business asset group” option.

Choose the “Other” option for the work organization and click on the “Next” button.

Name your business asset e.g., “Facebook” and click on the “Create” button.

On the last modal dialog wizard page, add assets to which the business asset group has access:

  • Apps: Spikerz Application - the one that we added in the section above

  • Pages: ITSecure Page - primary page is the one that we added in the section above

Click on the “Add Assets” button.

Once an asset group is created, you can add people to it and define specific permissions for pages and apps separately.

Choose ones that most closely reflect your needs for every user added to the business asset group and click on the “Assign” button.

Once the users are added, they will be listed in the created business asset group.

Note: Additionally, other users can be invited to the business manager and asset group, but they must have a Developer account registered here, then it will be possible to invite them using their email address in the People section and then assign the asset group to them.

Choose the created "Facebook" asset group and click on the ‘’Assign assets” button. In the open modal dialog, choose the Spikers Application and hit the “Done” button.

Now the asset group has a connection to the Spikerz Application

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