Cerby leverages an API- and robotic process automation (RPA)-based integration to connect your Meta Business Manager to your Cerby workspace. With this connection, you can import your user data, such as assets, roles and permissions, and members, to centrally and securely manage access from Cerby.
For the connection to happen, you must first request Cerby to create a dedicated Facebook application for you and claim it for your Meta Business Manager.
IMPORTANT: You cannot use our Meta Business Center integration if you don’t have a dedicated Facebook application. To request it, contact our Customer Support team by sending an email to support@cerby.com.
Then, you must add to Cerby a Meta Business tenant with the Full control role (formerly the Admin Access role) on your Meta Business Manager and connect it to your Facebook profile. Cerby will use the user account as a service account to access your Meta Business Manager, import the user data, and perform access management tasks.
NOTE: Cerby recommends creating a dedicated user account (not assigned to a specific user) to manage the business center from Cerby. Preferably, set it up with a Cerby-managed email address and phone number.
After importing your users and assets, you gain visibility on who accesses your business center, including partners, and their role level. Users with a Cerby account are automatically matched to their corresponding identity in your corporate directory, which may be managed by an identity provider (IdP), such as Okta or Entra ID (formerly Azure AD).
Matched users are prompted in the Cerby dashboard to connect their Facebook profiles to Cerby. After connecting them, by following the instructions in the 4. Connect your Facebook profile and account to Cerby step, you can manage and secure their access to your Meta Business Manager and its assets and update their role, all from one single interface.
External collaborators without a Cerby account are displayed as unmatched users. For these users, you can perform the following actions:
Match and invite users to join the app through Cerby
Invite users to your workspace as guest users or local partners, with secure credentials provided and managed by Cerby
Remove unmatched users
Exempt unmatched users to keep their user account active in Meta Business Manager; however, you cannot manage them through Cerby
With native partners, you can also gain visibility on the users who access your assets to run ad campaigns on your partner's side. For more information, read the article Connect a Meta Business Manager native partner to Cerby.
This article describes how to add a Meta Business Center integration and import its users and assets (Facebook Pages and Ad Accounts) to Cerby.
For more information about the management tasks you can perform, read the Use Apps section from the article Connect an App.
Requirements
The following are the requirements to add your Meta Business Center integration to Cerby:
A Cerby account
An active Meta Business Manager account with the Full control role added to Cerby
A developer account in Meta. For more information and instructions, read the Register as a Meta Developer official documentation
A business verified by Meta. For more information and instructions, read the Verify Your Business in Business Manager official documentation
A business manager verified as a Tech Provider by Meta, which involves completing an access verification process. For more information, requirements, and instructions, read the Tech Providers and Access Verification official documentation
IMPORTANT: Our Customer Support team can share a template with you to facilitate the access verification submission process. Just send an email to support@cerby.com
The Business Manager ID of your Meta Business Manager. To find it, follow the instructions in the Find your business ID in Meta Business Manager official documentation
Connect a Meta Business Center app integration
To add a Meta Business Center app integration and import your users and assets to Cerby, you must complete the following main steps:
The following sections describe each main step.
1. Request a dedicated Facebook application and claim it
To request a dedicated Facebook application and claim it for your Meta Business Manager, you must complete the following steps:
Send an email to support@cerby.com to request a dedicated Facebook application for your Meta Business Manager.
IMPORTANT: Make sure to include your Business Manager ID in the email. To find it, follow the instructions in the Find your business ID in Meta Business Manager official documentation. The approval from Facebook for a dedicated application may take several days. We will let you know when it is approved so our team can schedule a call to assist you in claiming the application, as it will have to be removed from Cerby’s Business Manager before you can continue to step 2. We will also share the application ID with you because you need it in substep f.
Claim the dedicated Facebook application for your Meta Business Manager by performing the following actions:
Log in to your Business Manager.
Select the Settings option from the left navigation drawer. The Settings view is displayed.
Click the Apps button from the Accounts drop-down list located in the left pane. The Apps page is displayed, as shown in Figure 1.
Figure 1. Apps page in the Settings view
Click the Add button. A drop-down list is displayed.
Select the Connect an App ID option. The Add an app dialog box is displayed.
Enter the application ID shared by Cerby in the App ID field.
Click the Add app button. A dialog box with an approved message is displayed.
Click the OK button. The dialog box closes.
NOTE: Refresh the Apps page to see the dedicated Facebook application in the list of apps with your Meta Business Manager as owner.
The next step is 2. Create a system user and retrieve an access token, which you must complete from the Business Settings view.
2. Create a system user and retrieve an access token
To create a system user with an Admin role and retrieve an access token, you must complete the following steps from the Settings view in your Meta Business Manager:
IMPORTANT: Meta may restrict user management actions from Cerby on the business center for at least seven days after creating a system user; therefore, you may be unable to invite and remove users, and update their roles. Cerby recommends waiting seven days to start using the app integration in Cerby to manage user access to Meta Business Manager.
Click the System users button from the Users drop-down list located in the left navigation drawer. The System Users page is displayed.
NOTE: If you have already created a system user with an Admin role, go to step 6.
Click the Add button. The Create system user dialog box is displayed, as shown in Figure 2.
Figure 2. Create system user dialog box
Enter a name for the system user in the System user name field. For example, Cerby.
Select the Admin option from the System user role drop-down list.
Click the Create system user button. The dialog box closes, and the Cerby system user is displayed in the System users page, as shown in Figure 3.
Figure 3. System Users page
Assign assets to the system user by performing the following actions:
Click the Assign assets button. The Assign assets and set permissions dialog box is displayed.
Select all of the assets you want to manage through Cerby.
Assign the Full control role to all of the assets.
Click the Save changes button. The dialog box closes.
Generate an access token by performing the following actions:
Select the system user you created.
NOTE: If you already have a system user with an Admin role, select it.
Click the Generate new token button. The Generate token dialog box is displayed.
Select the option of your dedicated Facebook application from the App drop-down list. The Token expiration and Permissions sections are displayed on the dialog box.
Select the following options from the Permissions section:
business_management
pages_show_list
catalog_management
pages_read_engagement
pages_manage_metadata
ads_management
Click the Generate token button. An access token is generated and displayed in the dialog box, as shown in Figure 4.
Figure 4. Access token in the Generate token dialog box
IMPORTANT: Copy and save this token, you need it in the 3. Add an app integration and connect it to your Meta Business Manager step.
Click the OK button. The dialog box closes.
The next step is 3. Add an app integration and connect it to your Meta Business Manager, which you must complete from your Cerby dashboard.
3. Add an app integration and connect it to your Meta Business Manager
To add a Meta Business Center app integration to Cerby and connect it to your Meta Business Manager, you must complete the following steps:
Log in to your corresponding Cerby workspace.
Select the Apps option from the left navigation drawer. The Apps view is displayed.
Click the Connect app button located at the top-right corner of the page. The Connect your apps to Cerby dialog box is displayed.
TIP: You can select the Don’t show this again option to skip this step the next time you connect a new App.
Click the Get started button. A wizard is displayed on the Select app page.
Select Meta Business from the app catalog. The Enter app details page is displayed on the wizard.
Enter and select your app information in the corresponding fields:
Label in Cerby: It is the name to assign to your App integration in Cerby, and it will be displayed on the app card.
Access Token: It is the token that you’ve previously generated in your Meta Business Manager.
Business ID: It is your Business Manager ID. To find it, follow the instructions in the Find your business ID in Meta Business Manager official documentation.
App ID: It is the ID of the dedicated Facebook application that Cerby shared with you.
User management and login method: It is the way your users log in to the app and determines if they must save their credentials in Cerby. You must select one of the following methods:
Single sign-on (SSO): Access is managed via your identity provider, and users log in via SSO authentication. They are not asked to save their credentials in Cerby.
Username and password: Account security and access are managed from Ceby, and users log in with their credentials after saving them in Cerby.
Click the Connect app button. The wizard closes, and a success message box is displayed.
The corresponding account card is displayed on the All accounts view with the “Connect your account” status. The app card is displayed on the Apps view.
The next step is 4. Connect your Facebook profile and account to Cerby, which you must complete from your Cerby dashboard.
4. Connect your Facebook profile and account to Cerby
To connect your Facebook profile and account to Cerby, you must complete the following steps:
IMPORTANT: Make sure you are logged in to the Facebook account you use to access Meta Business Manager because Cerby identifies this account to connect your profile. The session must be active in the same web browser window.
Select the All accounts option from the left navigation drawer. The All accounts view is displayed.
Click the Log in button of the corresponding Meta Business account card. The Connect your Facebook Profile dialog box is displayed.
NOTE: If you have previously added a Facebook profile and account, the dialog box displays a list of accounts. You must select the corresponding account and click the Connect account button to complete the process.
Click the Continue with Facebook button. The dialog box closes, and the Connect your Facebook account dialog box is displayed.
Enter the login credentials of the Facebook profile you use to access your Meta Business Manager.
Click the Connect account button. The dialog box closes, and a success message box and a new account card for your profile are displayed.
The next step is 5. Check for updates and import users and roles to Cerby, which you must complete from the Cerby dashboard.
5. Check for updates and import users and roles to Cerby
To check for updates in Meta Business Manager to identify and import users and roles to Cerby, you must complete the following steps:
Select the Apps option from the left navigation drawer. The Apps view is displayed.
Click the Settings () icon of the Meta Business app card. The app details page is displayed with the Settings tab activated.
Click the Check for updates button located at the top-right section of the page. A message box is displayed with information about the process.
NOTE: The check and import process may take a few minutes depending on the number of users and because Cerby automatically matches users to their corresponding Cerby accounts. When the process is complete, a success message box is displayed.
Activate the Members tab to review the list of imported users in the following two tabs of the User Overview section:
The Onboarded users tab displays the users matched to their Cerby account. Cerby automatically sends them an invite to join the app.
The Unmatched users tab displays the users who were not automatically matched because they use an email address that couldn’t be identified or is not in the corporate directory.
NOTE: After adding the Meta Business Center app integration, Cerby automatically performs daily checks for updates, but you can do it manually. When a user is deprovisioned from the IdP and a check for updates is performed, Cerby generates a report and sends you an email to confirm their removal from Cerby. Follow the instructions in the article Check for updates in your app and apply report to apply the report and remove deprovisioned users.
The next step is 6. Auto-claim the Owner role in Cerby, which you must complete from the Cerby dashboard.
6. Auto-claim the Owner role in Cerby
When your Cerby account has a different email than your Facebook profile, the integration does not automatically match the Owner role in Cerby with the Admin role in your Meta Business Manager; therefore, you must auto-claim it. To do so, complete the following steps:
Select the Apps option from the left navigation drawer. The Apps view is displayed.
Click the More options icon of the TikTok Business app card. A drop-down list is displayed.
Select the View Members option from the list. The app details page is displayed with the Members tab activated and a table of users in the User Overview section.
Activate the Unmatched users tab from the User Overview section.
Auto-claim the Owner role on the TikTok Business tenant by performing the following actions:
Click the Match user button that is displayed when you hover over the corresponding user from the table. The Match user dialog box is displayed.
Enter your username or email address in the Match with search bar. A list of users that match your search is displayed.
Select the corresponding option from the list.
Click the Next button. The Select Cerby role dialog box is displayed.
Select the Owner option from the Role drop-down list.
Click the Match user button. The dialog box closes, and a success message box is displayed.
NOTE: To verify that you have the correct roles, activate the Onboarded users tab from the User Overview section. The Owner and Admin roles must be displayed in the Cerby Role and App access columns for your Cerby account.
The next step is 7. Manage unmatched users, which you must complete from your Cerby dashboard.
7. Manage unmatched users
After a check for updates, Cerby automatically matches users to their corresponding Cerby accounts. Users who couldn’t be identified during the check or who are not in the corporate directory are categorized as unmatched. For these users, you can perform one of the following three actions:
All of these actions are performed from the Unmatched users tab of the User Overview section inside the app details page, as shown in Figure 5.
Figure 5. User Overview section in the Members tab of the Meta Business app details page
IMPORTANT: The actions you perform for unmatched users propagate to the corresponding roles and permissions on assets.
Match and invite users
To match and invite users to join your Meta Business Manager through Cerby, you must perform the following steps:
Select the Apps option from the left navigation drawer. The Apps view is displayed.
Click the More options () icon of the Meta Business app card. A drop-down list is displayed.
Select the View Members option from the list. The app details page is displayed with the Members tab activated and a table of users in the User Overview section.
Activate the Unmatched users tab from the User Overview section.
Click the Match user button of the corresponding user. The Match user dialog box is displayed.
Enter the username or email address of the user in the Match with search bar. A list of users that match your search is displayed.
Select the corresponding option from the list.
Click the Next button. The Select Cerby role dialog box is displayed.
Select the corresponding role of the user on the Meta Business tenant from the Role drop-down list:
Owner: This role enables sharing access and managing the tenant configuration.
Collaborator: This role enables only logging in to Meta Business Manager.
Click the Match user button. The dialog box closes, a success message box is displayed, and the user is moved to the Onboarded users tab.
The Meta Business account and app cards are displayed in the All accounts and Apps views, respectively, of each matched user. To connect their user account to Cerby, matched users must follow the instructions in the 4. Connect your Facebook profile and account to Cerby step.
Remove unmatched users
To remove unmatched users, you must perform the following steps:
Select the Apps option from the left navigation drawer. The Apps view is displayed.
Click the More options icon of the TikTok Business app card. A drop-down list is displayed.
Select the View Members option from the list. The app details page is displayed with the Members tab activated and a table of users in the User Overview section.
Activate the Unmatched users tab from the User Overview section.
Click the More options icon of the corresponding user. A drop-down list is displayed.
Select the Remove user option from the list. The Remove user? dialog box is displayed.
Click the Remove user button. The dialog box closes, and a success message box is displayed. The user is removed from your Meta Business Manager.
Exempt unmatched users
Exempted users keep their user accounts active for your Meta Business Manager, but you cannot manage them through Cerby. To exempt unmatched users, you must perform the following steps:
Select the Apps option from the left navigation drawer. The Apps view is displayed.
Click the More options icon of the TikTok Business app card. A drop-down list is displayed.
Select the View Members option from the list. The app details page is displayed with the Members tab activated and a table of users in the User Overview section.
Activate the Unmatched users tab from the User Overview section.
Click the More options icon of the corresponding user. A drop-down list is displayed.
Select the Exempt user option from the list. The exempt user dialog box is displayed.
Enter a reason for exempting the user in the Provide a reason field.
Click the Exempt member button. The dialog box closes, and a success message box is displayed. The user is moved to the Exempted users tab.
Now you are done. You can start managing and securing access to your Meta Business Manager and its assets from Cerby.
The following are the supported features of the Meta Business Center app integration you can use: