create a business manager

How To Use Meta (Facebook) Business Manager: Complete Guide

Meta Business Manager is a central dashboard to manage all of your Facebook marketing and advertising activities.

Table of Contents

If your brand or business uses Facebook, you should be using Facebook Business Manager. Part of the Meta Business Suite, the tool keeps your Facebook business assets safe, centralized, and organized, whether you’re a team of one or 10.

If you’ve been putting off setting up Business Manager because you weren’t quite sure how it works, we’ve got good news. In just 10 simple steps, this tutorial will teach you how to do everything from setting up your account to placing your first ad campaign.

Let’s dive into what Facebook Business Manager is, who can benefit from creating an account, and how to set up an account for your brand.

Bonus: Download a free guide that teaches you how to turn Facebook traffic into sales in four simple steps using Hootsuite.

What is Facebook Business Manager (aka Meta Business Manager)?

Facebook Business Manager, now called Meta Business Manager, is a free platform that helps you manage and organize your business on Facebook. Meta further explains that Business Manager “helps advertisers integrate Facebook marketing efforts across their business and with external partners.”

Basically, it’s a central dashboard to manage all of your Facebook marketing and advertising activities . You can also control multiple users’ access to your Facebook page and assets, along with additional resources like your Instagram account and product catalogs.

Here are some of the key functions of Business Manager:

• It’s a central place to track Facebook and Instagram ads , with detailed reports showing how your ads perform.
• It allows you to give vendors, partners, and agencies access to your pages and ads without handing over ownership of the assets.
• It keeps your business activities separate from your personal profile , so you don’t have to worry about posting in the wrong place (or getting distracted by cat videos when you’re trying to work).

If you’re still unsure if setting up a Meta Business Manager account is right for you, let’s go over who should use it and why.

Why should you create a Meta Business Manager account?

There are several scenarios you may be in where you’d benefit from having a Meta Business Manager account. Here are a few reasons to create an account:

• You’re a brand social media manager: If you’re a social media manager or another marketing team member at a business, then Meta Business Manager is the tool you need. Business Manager makes it easy for multiple people to access and manage your Facebook or Instagram business pages.
• You’re a creator or business owner: In addition to helping you organize and manage your business, Business Manager helps separate your brand from your personal account. Your audience won’t see your personal Facebook information — they’ll only associate your brand with the information you choose to share such as your name, work email, and Pages and ad accounts.
• You manage multiple assets or accounts: If you manage multiple Facebook or Instagram assets such as Facebook Pages, ad accounts, or apps for your business, then having one central platform helps keep everything organized.
• You work with external vendors: Do you work with a marketing agency or freelance social media manager to help create, run, or manage your Facebook Pages or ads? Meta Business Manager makes it easy to give access to external team members while ensuring you and your business maintain ownership of all your assets.

If you find yourself in one of these situations, let’s go over how to set up your Meta Business Manager account.

How to set up Meta Business Manager in 10 steps

Before you create your Meta Business Manager account, it’s important to note a couple of requirements:

• You must have a personal Facebook account to create a Facebook Business Manager account. Your personal account is used to log in and confirm your identity.
• You can only create up to two Business Manager accounts.

Now that those steps are squared away, let’s go over the steps to set up your Meta Business Manager account.

Step 1. Create your Business Manager account

1. Go to business.facebook.com . You can log into your Facebook or Instagram account or create a new account.

2. To create your business account in Business Manager, enter your business and account name. You’ll also need to add your name and business email to verify the account. Hit Submit to create your account.

3. Check your email for a message with the subject line “Confirm your business email.” Within the message, click Confirm Now .

4. Once you’ve confirmed your account, it’s time to add your business details. This information includes your business’s legal name, address, phone number, and website.

Step 2. Add your Facebook Business Page(s)

In this step, you have a couple of different choices. You can add an existing Facebook business page or create a new one. If you manage Facebook pages for clients or other businesses, you can also request access to someone else’s page.

That last distinction is important. While you can use Business Manager to manage clients’ Facebook pages and ad accounts, it’s important to use the Request Access option rather than the Add Page option. If you add your client’s pages and ad accounts to your Business Manager, they’ll have limited access to their own business assets. That’s a sure way to cause tension in your business relationship.

For the purposes of this post, we’ll assume you’re managing your own assets rather than acting as an agency, so we won’t get into the Request Access process. But be sure to keep this difference in mind.

If you haven’t created your Facebook Business page yet, we have a video tutorial that walks you through setting one up. Hop on over to the video above and come back here to add your page to Facebook Business Manager when you’re done.

To add your Facebook page to Facebook Business Manager:

1. From the Business Manager menu, click Business assets . Click Pages , then select the blue button that says Add Pages .

2. Next, you’ll be asked to choose between a few options. You can either create a new Facebook Page, claim an existing Facebook Page, or request to share a Facebook Page.

3. After you’ve selected Claim an existing Facebook Page , start typing the name of your Facebook business page in the text box. Your business page name should autocomplete below, so you can just click on it. Assuming you have administrator access to the page you’re trying to add, your request will be approved automatically.

Step 3. Add your Facebook ad account(s)

Note that once you add your ad account to Facebook Business Manager, you can’t remove it, so it’s especially important only to add accounts you own. To access a client account, click Request Access instead.

If you’re already using Facebook ads , you can link your existing ad account as follows:

• From the Business Manager dashboard, click Add Ad Account
• Click Add Ad Account again
• Finally, enter the ad account ID , which you can find in Ads Manager .

If you don’t already have a Facebook ads account, the process to add an ad account is similar to adding a Page.

1. From the Business Manager menu, select Business assets . Once there, click on the blue button in the right hand corner that says Add assets .

2. You’ll see several drop-down options to choose from. Select Advertising , then select Ad account .

3. Select Create a new ad account. Enter the details for the ad account you want to create. These details include the ad account name, your time zone, and the currency in which you’ll pay for your ads.

Step 4. Add people to help you manage your Facebook assets

Keeping on top of your Facebook marketing can be a big job, and you may not want to do it alone. Business Manager allows you to add team members so you can have a whole group of people working on your Facebook business page and ad campaigns.

Before you add people to your account, take note of the access options you can assign.

Facebook offers three levels of access:

• Full control: Formerly called the “business admin,” this role has total control over the account’s settings, business assets, tools, and people. People with full control can also delete the account. This role is best for business owners.
• Partial access: Best for marketing team members or external vendors, people with partial access can only work on tasks and business assets assigned to them.
• Advanced options: Adding this option to a role allows people to work on assigned tasks in addition to the access they have with full control or partial access. This role is meant for people who may need access to financial information (previously the finance editor or finance analyst roles).

Once you know which roles are available, here’s how to set up your team.

1. From the Business Manager menu, select People . Once there, click on the blue button in the right hand corner that says Add People .

2. Enter the business email address of a team member you want to add. This might include employees, freelance contractors, or business partners. In this step, you are specifically adding individuals rather than an agency or another business (you can do that in the next step).

3. Next, select the access you want to give them. You can decide whether to give these individuals basic account access (choose Partial access ) or full access (choose Full control ).

Note : Facebook recommends limiting full control to only a few people.

You can get more specific in the next stage. Make sure to add people using their work email addresses. Then click Next .

4. Next, select which business assets you want to give that person access to. The dropdown menu will display all of the Facebook Pages and Instagram accounts under your business account.

You’ll have a chance to review the invitation before you send it and they can confirm. Once you’re finished, you can add more people to your team if needed.

Note: A Facebook ad account can have up to 25 people associated with the account. After that, you’ll need to remove team members in order to add more.

If someone with access leaves your company or switches to a different role, you can revoke their permissions. Here’s how:

• From your Business Manager dashboard, click People in the left menu.
• Click on the name of the appropriate person. To edit a person’s role or remove them from your team, click the three dots in the right corner.
• Select whether you want to edit their account info, edit their business permissions, or remove them from the business account.

Step 5: Connect your business partners or ad agency

This might not apply to you if you’re just getting started with Facebook advertising, but you can always come back to this step later.

• 1. From your Business Manager dashboard, click

Business Settings

• in the left menu.

2. In the left menu, click Partners . Under Partner to share assets with, click Add .

3. Your partner must have an existing Business Manager ID. Ask them to provide it to you. They can find it in their own Business Manager under Business Settings>Business Info. Enter the ID and click Add .

The business you’ve just added can manage permissions for the individuals on their own teams from their own Facebook Business Manager account. That means you don’t need to worry about assigning and managing permissions for all the individual people who service your account at your agency or partner company, just the partner company itself.

Step 6: Add your Instagram account

Now that you’ve got your Facebook assets set up, you can connect your Instagram account to Meta Business Manager as well.

1. From your Business Manager dashboard, click Business Settings .

2. In the left column, click Instagram accounts , then click Add . In the pop-up box, enter your Instagram login information and click Log In to connect your account.

Step 7: Set up Facebook Pixels

What’s a Facebook Pixel ? Put simply, it’s a small bit of code that Facebook generates for you. When you place this code on your website, it gives you access to information that will allow you to track conversions, optimize Facebook ads, build targeted audiences for your ads, and remarket to leads.

We recommend setting up your Facebook pixel right away, even if you’re not ready to start your first ad campaign yet. The information it provides now will be valuable when you are ready to start advertising.

Our complete guide to using Facebook pixels is a great resource that walks you through everything you need to know about making the best use of the information a Facebook pixel can provide. For now, let’s get your pixel set up from within Meta Business Manager.

2. In the left column, expand the Data Sources menu and click Pixels , then click Add .

3. Enter a name (up to 50 characters) for your pixel. Enter your website so Facebook can provide the best recommendations for how to set up your pixel, then click Continue . When you click Continue, you are agreeing to the Pixel terms and conditions , so you should read those before you go any further.

4. Click Set up the Pixel Now .

5. Follow the detailed instructions in our Facebook pixel guide to get the pixel set up on your website and start collecting data.

You can create up to 100 pixels with your Meta Business Manager account .

Step 8. Increase security on your account

One of the advantages of using Meta Business Manager is that it offers extra security for all of your business assets.

1. From the Business Manager dashboard, click Business Settings .

2. In the left menu, click Security Center .

3. Set up two-factor authentication. Setting it as required for Everyone offers the highest security.

How to create your first campaign in Meta Business Manager

Now that your account is set up and your pixels are in place, it’s time to launch your first Facebook ad.

Step 9: Place your first ad

We’ve got a full guide that explains the strategy and specific details you need to know to create compelling and effective Facebook ads . So here, we’ll just walk you through the steps you need to take to get an ad up and running in Business Manager.

1. From your Business Manager dashboard, click Ads in the left column.

2. This will take you to your ads dashboard where you’ll see an overview of metrics from recent ads. To create a new ad, click the blue Create ad button in the top right corner.

3. Choose your goal, target your audience, set your budget and schedule, and choose your specific ad types and placements. You also have the option to boost existing content or get personalized suggestions with Automated Ads. Follow our step-by-step instructions for advertising on Facebook to be sure you don’t miss a step.

Frequently asked questions about Meta Business Manager

What is facebook business manager called now.

Facebook Business Manager is now called Meta Business Manager. The platform is part of the Meta Business Suite which is used to manage all of your brand’s Facebook and Instagram accounts in one place.

How do I use Meta Business Manager?

To set up your Meta Business Manager, you need to have a Facebook Business account. Setting up your Meta Business Manager account is free and can be done in a few steps. After you create your Business Manager account, you can use it to manage Facebook ads, organize marketing assets, and share access with team members.

Does Meta Business Manager cost money?

Meta Business Manager is a free platform. Anyone with a Facebook Business account can set up Meta Business Manager to manage Facebook advertising and organize brand assets.

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Christina Newberry is an award-winning writer and editor whose greatest passions include food, travel, urban gardening, and the Oxford comma—not necessarily in that order.

Sam Lauron is a freelance writer who works with B2B and SaaS companies in marketing, ecommerce, business, and related tech. With a background in editorial writing and content marketing, she uses her communications and research skills to produce helpful content that inspires and informs readers.

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Facebook Business Manager: How to Use Meta Business Suite in 2022

Published: August 09, 2022

You’ve likely heard of Meta Business Manager, formerly known as Facebook Business Manager. Meta describes this as their tool to “manage ad accounts, Pages, and the people who work on them — all in one place.”

In this post, you’ll learn everything you need to know about Meta (Facebook) Business Manager and how to use it to generate brand awareness on Meta’s social platforms.

What is Meta Business Manager?

Meta Business Manager, formerly known as Facebook Business Manager, is a tool to help you create, publish, monitor, and report on various business-related assets, including your business’ Facebook Pages or your Facebook advertisements. Business Manager allows you to grant partial or full access to different employees and assign them different roles within the platform.

Essentially, Facebook Business Manager helps your team stay organized and focused while monitoring, creating, and publishing ads, pages, and other business assets on Facebook .

Here, we’ll delve into how to create a Meta Business Manager account; how to add your business pages, ads, and people; how to use the analytics tools in your account; and how to extract the most value from the ads manager tool.

For the purpose of keeping this article easy to follow, we’re going to assume your business is interested in using Business Manager for your own pages and ads rather than for your client’s pages and ads. We’ll also use the names “Meta Business Manager” and “Facebook Business Manager” interchangeably.

(P.S. Already a HubSpot customer? Click here to integrate your HubSpot account with Meta Ads , and become eligible to win $15K to skyrocket your business ads strategy.)

Is meta business manager different from your facebook account.

While Meta Business Manager isn’t tied to your personal account, you do need a personal Facebook account to use Facebook Business Manager.

Don't worry. Your personal Facebook account won’t be visible. Facebook Business Manager only shows you your business assets, including ad accounts, pages related to your business, and advertising or social media analytics. It doesn’t have a newsfeed and won’t send you notifications from your personal account.

How to Set Up Facebook Business Manager

• Go to business.facebook.com and click the 'Create Account' button next to the button that reads 'Log in.'
• Fill in your business name and email in the pop-up screen, and click 'Submit.'
• The pop-up screen will direct you to check your email for confirmation of your account.
• Click the link in your email to confirm your account.

Setting up your Facebook Business Manager account is simple. The Facebook Business Manager account is a different set-up process than a personal Facebook account. The Business Manager set-up simply requires your business name and email to begin. It’s an easy four-step process that took me approximately two minutes.

Here’s what you do:

1. First, go to business.facebook.com and click the blue “Create Account” button.

2. Next, fill in your business name and email in the pop-up, and click “Submit.”

You'll be asked to enter your business name and email on this pop-up screen. Since you are logged in to Facebook already, your name will already be populated in the box.

You'll want to make sure you are using a business email that your employees recognize, as this is the email you'll use to invite and assign roles to your employees. Meta does not allow the use of special characters in the business name field, so you'll want to leave those out.

3. The pop-up screen will then ask you to confirm your email. Go to your inbox and open the email with the subject line, "Confirm your business email."

After entering your information and submitting it, Meta will ask you to confirm your business email. The pop-up screen will direct you to check your email.

You will see an email that reads, "Confirm your business account." If you don't immediately see this email in your inbox, be sure to check your junk, spam, or social folders.

4. Open the email from Facebook and click "Confirm now."

When you click the "Confirm now" button, a new Meta Business Manager window will open. This window will give you access to your Business Manager account. If it looks intimidating at first glance, don’t worry, Facebook Business Manager is actually pretty intuitive.

Let’s delve into how to add pages and ad accounts to your Business Manager account.

How to Add Facebook Business Pages to Your Meta Business Manager Account

On your Meta Business Manager homepage, you’ll immediately see an Ad Account Performance module. You may need to scroll down to see the Pages module in your Business Account.

1. First, scroll to the Pages module and click "Go to business settings."

2. Click the “Add" button in the new window. In the menu, choose "Add a Page."

When you click "Go to business settings," a new window will open. In this window, you will be able to connect your Facebook pages to your Business Manager account. Click the "Add" button to connect a page.

3. In the pop-up screen, type the name of your Facebook Page or enter your URL. Then click the "Add Page" button.

This pop-up screen will prompt you to type your Facebook Page in the bar or paste your Page's URL. If you type your Page name in the bar, your Page should be the first available option. If not, paste the URL. Once you have selected your Page, click the "Add Page" button.

4. If you see this pop-up with a green checkmark, you’re all set! Your page is successfully added.

That's it! Now that you've successfully added your Page, you'll be able to see it in your Meta Business Suite portal.

How to Add Your Facebook Ad Accounts

Adding your Facebook ad account is an almost identical process to adding a page, but I’ll walk you through the steps here so you can see them in action.

It’s important to note you can only add one ad account at first, and then you’ll be able to add additional ad accounts once you start spending money in your first ad account.

However, you can’t host more than five ad accounts at any one time.

1. Click the "Ad accounts” link on the side panel of your homepage.

Underneath Business settings, you'll see the side panel. Click on the "Ad accounts" link to connect your Ad account to your Meta Business Suite.

2. Click the "Add" button. In the pop-up menu, choose "Add an ad account."

After you click "Add an ad account," you'll notice three options. You can add your own account, add someone else's account, or create a new account. For the purpose of this post, we'll assume you already have your own ad account for your Facebook Page. To add the ad account, click "Add an ad account."

3. Enter your “Ad account ID” into the box. When you’re finished, click “Add Ad Account.”

To connect your ad account to your Meta Business Manager, you need your account ID. If you do not know your ID, log into your existing Ads Manager. You should see your ID in the dropdown menu of the search bar. This is the ID you’ll use to connect your account to the Business Manager.

Once you have your ad account ID, enter it into the ad account ID box. Double-check that your ad account ID is the correct account and number sequence. Once you enter your ID and connect it to your Business Manager, you cannot delete it.

How to Add People to Your Business Manager Account

For this example, we’ll focus on adding internal employees to your Business Manager Account, not clients or external advisors.

Adding people to your account is easy, and you can limit the amount of access each employee gets.

Limiting access to “employee only” is helpful if, for instance, you want to assign one employee to handle your Instagram account and monitor those analytics, but then you want another employee on the team to manage your ad accounts and those analytics.

1. First, go to the side panel under Business settings and choose "Users." In the dropdown menu, select "People."

To add an employee to your Business Manager, locate the "Users" tab on the side panel of the main screen. Then, select "People." This will open a new screen.

2. Next, click the blue “Add” button highlighted below.

Adding a user is simple. Click the blue "Add" button to start the process. You'll need to know the email of the employee you are adding to your Business Manager.

3. Type in an employee’s email address (so Facebook can send them an email with access permissions), and then select “on” for either “Employee access” or “Admin access.” Then, click “Next.”

To add an employee, you'll need to enter their email address. Before clicking "Next," decide if you will assign the user to "Employee access" or "Admin access." Setting a user to "Admin access" will give them complete control of your Business Manager account. To assign additional roles, such as Finance Analyst, Finance Editor, or Developer, click the "Show Advanced Options" button.

4. Assign your employee to any of the assets on the right of the pop-up screen. Click on each asset to assign roles and tasks. Once you are finished, click "Invite."

Here, you have a couple of different options. You can assign your employee to any of the assets on the right of the pop-up screen (Pages, Ad Accounts, Catalogs, Apps, Pixels, and Instagram Account). If you click on each asset tab, you can assign different tasks and roles for the employee within the asset. For example, under the Pages asset, you may task your employee with content creation or task them with moderating comments.

Once you have assigned roles and tasks for your employee, click "Invite."

5. Now, your employee has been sent an invitation. Click "Done" or "Add more people."

Great! You've added an employee to your Meta Business Manager account. Make sure your employee knows to check their email and follow the instructions in their email to finish confirming their account. If you are finished adding people to your Business Manager, click "Done." If you have more employees to add to your account, click "Add more people."

How to Delete Facebook Business Manager

• Go to 'Settings' in Facebook Business Manager.
• Select 'Business Info.'
• Click 'Permanently Delete Business' on the upper right-hand corner of the page.

Ads Manager Tools

Now that we’re all set up, you might be curious about some of the additional benefits of creating an ad inside Business Manager.

When creating an ad in Ads Manager, one of the best advantages (as you’ll soon see) is the ability to create a highly-targeted core demographic group with the “create new audience” feature.

You can choose a gender, age, region, and language to reach and dive into the specific interests you want your audience to share.

Then you’re given estimates based on your audience and budget, like how many people you’re expected to reach daily and how many people will click your link. Those performance metrics are critical when deciding whether to increase or decrease audience size or whether your budget is big enough.

Here’s how to create an ad in Ad Manager:

1. On the side panel of the homepage, click "Ads Manager."

Under the Meta Business Suite logo, you'll see the side panel. To access the Ads Manager, click the "Ads Manager" button.

2. To create an ad, click "Create Ad" in the right corner of the screen. Or, click on "Get started."

If you have not previously created Facebook ads, Facebook will prompt you to start. Click the "Get started" button at the bottom of the screen. Or click "Create Ad" in the right-hand corner of the screen. Both buttons will open the ad creation page.

3. Select your goal.

When creating a Facebook ad, you need to choose a goal for your ad. You can create an automated advertisement, drive traffic to your website, promote your Facebook Page, generate more leads, or create an ad to generate inbound messages. For the purpose of this example, we will choose the goal “Promote your Page.”

4. Next, fill in the details to design your Facebook ad.

To promote your Page with a Facebook ad, you need first to write a description for your ad. Next, click "Edit options" to choose a photo for your ad. You can upload an image or select a photo that you already have linked to your pages. The Ad box will give you an idea of what your ad will look like to your audience.

5. Then, scroll down to create your audience. Click the pencil icon to edit the audience description.

In the pop-up window, scroll down to the "Audience" module. Click the pencil icon in the corner of the module to edit the audience description. Fill out the information according to the audience that you wish to reach. You don't need to fill out all of the information, but the more information you include, the more likely you'll reach your target demographic.

6. Once you are finished designing your Facebook ad, enter your payment information and click "Promote now."

Before clicking "Promote now," review your ad. If you are happy with your ad, you've selected your target audience, and you've decided on the timeframe to run your ad, enter your payment information in the Payment Method module. Click "Promote now" to finalize your ad.

7. Congratulations! You have created your first Facebook Ad. To review your ad, click on the Ads Manager tab and click on "All ads."

The Ads Manager tab is the easiest way to review your ads. Click on "All ads" to see a list of your ads. This tab will provide relevant information and analytics such as reach, impressions, cost per result, and relevance score.

Meta Business Manager Insights

Lastly, here’s a general overview of your “Insights” tab and what the Insights page looks like:

We won’t go too in-depth with analytics, or insights, since it’ll vary drastically depending on your business’s advertising goals, budget, and audience.

However, it’s important to note a few significant components of the Business Manager’s insights to ensure you understand the tool’s most impressive functions.

Hot tip : Check out Meta Business’s advertising information page to learn more about Facebook ad functions, read success stories for industry-specific businesses, and get inspiration and ideas to improve your own ads.

Business Manager Insights Functions You’ll Want to Know About

• Facebook Pixel : If you install Facebook Pixel, your website can reach people with ads on Facebook after they’ve visited your site.
• Split testing : Use A/B testing to figure out which ads lead to the highest conversion rate.
• Conversion lift : Use this tool to ensure your ads are actually generating conversions and sales.
• Mobile SDK : If your business has an app, use Mobile SDK to see what actions people are taking within your app and use that information to improve ad campaigns across devices.
• Brand lift : Find out how your ads are impacting your brand image to optimize ads for better brand awareness.

Use Meta Business Manager to Improve Your Reach on Facebook

Meta Business Manager will help you manage your Facebook presence down to the team members who can access your account. Take advantage of this tool to launch effective ads on Facebook, examine your Facebook strategy, and boost your KPIs across Meta’s social platforms.

Editor's note: This post was originally published in May 2018 and has been updated for comprehensiveness.

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A step-by-step guide on how to use Facebook Business Manager

Written by by Jacqueline Zote

Published on  June 14, 2021

Reading time  7 minutes

Still managing your Facebook Pages and ad accounts for your brand through your personal account? Sharing logins is opening the door to security and privacy concerns, and manually adding and assigning roles to teammates on a Facebook Page can be tedious.

This makes it crucial for agencies and businesses alike to use the Facebook Business Manager so they can securely manage their Facebook Pages and ad accounts in one place.

If you haven’t started using the Facebook Business Manager because it seems confusing or intimidating, you’re in luck. This post gives you a detailed guide on how to use the Facebook Business Manager and how it can benefit your marketing on Facebook . Let’s dive in.

What is Facebook Business Manager?

• Benefits of Facebook Business Manager

Who should create a Facebook Business Manager account?

• How to get started with Facebook Business Manager
• Tips and best practices for Facebook Business Manager

As the name suggests, the Facebook Business Manager is a tool that allows you to manage multiple Facebook Pages, business assets and ad accounts, as well as Instagram accounts and product catalogs, in one place.

Think of Facebook business manager as the back-end and Meta Business Suite as the front-end.

It also allows you to grant full or partial access to team members based on their role. This means you can seamlessly delegate tasks between multiple employees securely.

For agencies, this means you can link multiple client Facebook Pages to your Facebook Business Manager account without linking your or your employees’ personal Facebook accounts as administrators.

For businesses, it also means allowing employees to manage your Facebook Page without essentially having over ownership of your Page or assets.

6 benefits of Facebook Business Manager

Now that you know what Facebook Business Manager is, you have some idea of why you should use it. But let’s highlight the tool’s top benefits:

• Separate your personal profile from your business page. This means you no longer have to worry about privacy concerns or accidentally posting something that’s meant for your Facebook Personal Profile to you Facebook Page (or vice versa).
• Effectively manage multiple Facebook Ad Accounts and Pages in one place. This means you have a central location to keep track of your ads and post performance , which makes it easier to organize your efforts.
• Securely share access with multiple people. You can give access to agencies, partners or vendors without giving them ownership of your business assets. We’ll show you how to do this later in the article.
• Control how much access each employee has based on their role. This simplifies the process of delegating tasks and overseeing what your employees are doing without risking security.
• Easily revoke access for people who no longer work for you. Again, because Personal Profiles are not tied to your or your clients’ Facebook Page, it’s easy to maintain an up-to-date roster in Business Manager.
• Build different custom audiences for different ad campaigns. This is particularly useful for agencies that have to run ads for multiple clients, as well as for businesses that are targeting different types of audiences.

If you’re running a small home business and managing your own social accounts, you don’t necessarily need a Facebook Business Manager account. But it’s a must if:

• Your business has a team of people managing your marketing efforts and/or your social media presence.
• You work with vendors who help you run or manage your ads and/or Facebook Page but don’t want to hand over all your assets.
• You’re an agency that manages multiple Facebook or Instagram Pages and/or ad accounts for clients.
• You need to control who has access and permission to your Facebook Page and don’t want to hand over ownership to employees or agencies who manage your business assets.

Get started with Facebook Business Manager

From what we’ve established so far, you have a clear idea of all the reasons why your business or agency should start using the Facebook Business Manager. Now let’s get to the most important part–how to use Facebook Business Manager.

1. Set up your Business Manager account

At this point, we’re assuming you already set up a Facebook business Page . If you haven’t, do that first. Otherwise, you need to create a Business Manager account.

For this, go to the Facebook Business Manager page and click on “Create Account.”

Then fill out the form with basic information such as your business name, your name and your business email address. Then click on “Next.”

After this, you’ll need to enter more information about your business such as physical address, phone number and website. Once complete, click “Submit.”

At this point you should receive a confirmation email. Click “Confirm Now” in that email, and that’s it; you now have a Facebook Business Manager account.

2. Link your Facebook Page(s)

Next, you link your Business Manager account with all the Facebook and Instagram Pages you’re managing. On your dashboard, you have the option to either “Add Page” or “Create Page.”

To link an existing Page, click on “Add Page” and enter the Page name or URL. If you’re an admin of the Page, Facebook will automatically approve the link request.

For agencies that don’t own their clients’ business assets, linking a Page requires sending a request to your clients. In the Business Settings, find “Pages” under “Accounts,” and click on the “Add.” Then select “Request Access to a Page” and choose the Page you need access to.

Once you’ve linked the Pages you’re managing, you can keep track of all your posts and their respective performance metrics in one place. This includes metrics like Facebook reach and clicks/action so you know how well your efforts are paying off.

3. Link your ad account

To run ads using Facebook Business Manager, you’ll also need to link the ad account you’re managing. Like with Pages, you can automatically link an ad account that you own and are an admin of. Click on “Add Ad Account” to link your existing ad account and then enter your account ID. If you don’t have one yet, you also have the option to create a new ad account.

Similar to requesting access to a Page, agencies would request access to a Facebook Ad account the same way. Under “Ad Accounts,” Click “Add” and “Request access to an ad account.” Enter the ID of the client’s ad account you need access to.

4. Add users to your Business Manager account

For businesses and agencies alike, one of the most crucial steps is to learn how to add people to your Business Manager account. In your Business Settings, under “People,” click “Add.”

Enter the email addresses of the people you want to share access with. You’ll also have the option to assign them a business role–whether you want to give them admin access or limit them to employee access.

When you give someone employee access, you get to choose which accounts and tools they have access to. So it’s perfect for agencies that have to delegate accounts, tasks and projects to different team members. That way, they can better manage their client accounts without putting their security at risk.

At Sprout, we often come across users who face problems with the Instagram “Page Owner” accounts . This is usually because these users don’t have admin access on the Facebook Business Manager account that owns the Page even though they have employee access. Note that although one Business Manager account retains ownership of the Page, multiple accounts can have access.

If you work with a vendor or agency, you’ll need to add them as a “Partner.” In your Business Settings, go to “Partners” and add a partner to share your business assets with.

This will give them access to the account assets, although you still have ownership. So they can change the settings, add/remove people, add/remove accounts, decide who has access and to what level and so on. Similarly for agencies and vendors, they’ll need to request access from your clients from the same dashboard.

Tips to make the most of Facebook Business Manager

Once you’ve completed setup, you can use the Facebook Business Manager to keep track of all your Pages and ads or, in the case of agencies, your clients’ Pages and ads. Besides these basic tasks, here’s how you can make the most of Facebook Business Manager:

1. Boost your account security

Facebook Business Manager lets you add an extra layer of protection for your business assets, which is one of the top advantages. You have the option to set up two-factor authentication for your account in your Business Settings under “Security Center.”

2. Set up Facebook Pixels

To effectively collect information that’ll feed your Facebook marketing strategy and ad campaigns, make sure you set up Facebook Pixels right away. In your Business Settings, go to “Data Sources” and find “Pixels.”

You only need to name your Pixel here, but you also have the option to add your website URL to discover easy setup options. Select “Set up Pixel now” and follow the installation instructions in our Facebook ad targeting guide .

3. Set up Locations using Business Manager

If your business has multiple locations, setting up Locations will allow customers to find the most relevant store Pages through search engines. To do this, click on the “Business Manager” button at the top of the page and select “Shop locations” under “Assets.” The “Assets” section will also give you the option to add catalogs, audiences and branded media if you need to add those later.

Click on “Add stores,” then select “Add manually” to fill out the necessary details about your store. Facebook also recommends using a spreadsheet if you need to add more than 10 shops.

Next steps for Facebook Business Manager

Make the most of this guide to learn how to use the Facebook Business Manager–right from setting it up to adding other people to your account. If you’re feeling all set to rev up your Facebook advertising efforts, check out these resources for more inspiration:

• How to foolproof your Facebook advertising strategy
• How to Master Facebook Ad Targeting & Zero-In on Your Audience
• Facebook advertising cost: Everything you need to optimize your ROI
• Facebook Lookalike Audiences: How to optimize ads to reach new customers
• 5 brilliant Facebook campaigns (& why they worked)
• 12 Facebook Ad Examples You Wish You Made
• Social Media Analytics

11 Facebook analytics tools to measure your marketing success in 2024

• Social Media Engagement

Best times to post on Facebook in 2024

13 Strategies to increase Facebook engagement

• Social Media Trends

24 Facebook statistics marketers should know in 2024

• Now on slide

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Apple Business Manager User Guide

• Intro to Apple Business Manager
• Program requirements
• Participate in beta features
• Get support
• Provide feedback
• Edit preferences
• Configure locations
• Link to new domains
• About domain conflicts
• Disconnect federation from a domain
• Intro to federated authentication
• Use federated authentication with Google Workspace
• Use federated authentication with Microsoft Entra ID
• Use federated authentication with your identity provider
• Change a user’s domain information
• Transfer Apple services when federating
• Sync user accounts from Google Workspace
• Sync user accounts from Microsoft Entra ID
• Sync user accounts from your identity provider
• Get notified about user name conflicts
• Resolve Apple ID conflicts
• Resolve Google Workspace sync conflicts
• Resolve Microsoft Entra ID OIDC sync conflicts
• Resolve identity provider OIDC or SCIM sync conflicts
• Use Managed Apple IDs
• Customize user access to certain apps and services
• Use Sign in with Apple
• Intro to users and user groups
• Manually add users
• Manage existing users
• Add user groups
• Create or reset user passwords
• Intro to roles and privileges
• View and assign roles
• Add Content Managers to locations
• Add or reset verification phone numbers
• Intro to buying content
• Review content payment and billing information
• Select and buy content
• Learn about Custom Apps
• Manage content tokens
• Transfer licenses
• Migrate content tokens
• Invite VPP purchasers
• Plan for migration to Apps and Books
• Device workflow
• Manage device suppliers
• View device information
• Get device order progress reports
• Add devices from Apple Configurator
• Intro to MDM servers
• Link to a third-party MDM server
• Edit a third-party MDM server configuration
• Delete a third-party MDM server
• Review device assignments
• Assign, reassign, or unassign devices
• Assign a device that was serviced or replaced
• Release devices
• Create Shared iPad passcodes
• Sign in to Shared iPad
• Shared iPad and Managed Apple IDs
• Sign federated users out of devices
• How to search
• View activity
• Read log files
• Keyboard shortcuts
• Document revision history

Sign up for Apple Business Manager

Organization administrators can sign up for Apple Business Manager or a trial of Apple Business Essentials and access product features within minutes. After verifying your organization, you can access the full feature set, including Automated Device Enrollment and the Apps and Books Store.

After signing up, Apple recommends verifying your organization as soon as possible to avoid interruption to your service. Verification can take multiple business days depending on application volume and whether Apple can reach your provided contact. If your organization isn’t approved during the verification window, your organization and its data Managed Apple IDs —is deleted.

Learn more about Apple Business Essentials .

Sign up your organization

Go to https://business.apple.com/ .

Select “Sign up now.”

Enter and review the following organization information:

The first and last name of the individual enrolling on behalf of the organization

Important: This must be a legal, human name. First and last names such as “IT Coordinator” or “Apple Deployment” will be returned to you to correct the information.

A work email address that isn’t associated with an App Store or iCloud account, and that hasn’t been used as an Apple ID for any other Apple service or website

Note: This email address becomes your administrator Managed Apple ID . See Initial administrator account email address requirements .

The name of your organization

Note: This name may change when you verify your organization.

The website URL

Note: This is an optional field, but providing it can expedite your organization’s verification process.

Select whether to get news and updates about Apple Business Essentials, then select Continue.

Create and confirm a new password for your new account, then select a region code and enter your phone number.

A one-time verification code is sent to your email address first, then a different code is sent to your phone number.

Follow the remaining steps, then select Get Started to start using Apple Business Manager and Apple Business Essentials.

Verify your enrollment

After you verify enrollment, you can take full advantage of all the features of Apple Business Manager and Apple Business Essentials.

Sign in with your administrator account, then go to your organization settings .

Select Verify, then enter your organization’s Data Universal Numbering System D-U-N-S Number.

To learn more about locating or requesting a D-U-N-S Number, see D-U-N-S® Number on the Apple Developer website.

Enter verification contact information (name, email, and Role/Job title) that Apple can call to verify your organization.

Examples include your CEO, CTO, or CFO.

Check your email for a message from Apple Business Manager with the subject line, “Your enrollment is in review.”

During the review process, your verification contact is contacted by phone and asked to confirm information about you and your organization before your enrollment is approved. Make sure that any filters allow mail from all apple.com domains. Return any missed phone calls quickly so the enrollment process can proceed smoothly.

After your organization is approved, immediately create at least one additional user that has the role of Administrator. See Add administrators .

Important: If you forget or lose your password before the creation of at least one additional administrator, use the iforgot.apple.com website to reset your password.

Feature list

The following table lists some features of Apple Business Manager and Apple Business Essentials and how you can interact with them during your trial and after you’re verified.

• Best for a detailed budget
• Best for tracking investment accounts
• Best for taxes
• Best for a hands-on approach
• Other apps that didn't make the cut and why
• Methodology

Frequently asked questions

Best personal finance management software of 2024.

Affiliate links for the products on this page are from partners that compensate us and terms apply to offers listed (see our advertiser disclosure with our list of partners for more details). However, our opinions are our own. See how we rate banking products to write unbiased product reviews.

The Best Personal Finance Software

• Best for a detailed budget: Quicken Deluxe
• Best for tracking investment accounts: Empower Personal Dashboard
• Best if you like filing your taxes independently: TaxAct
• Best for a hands-on approach: Google Spreadsheets

Ready to get a better understanding of your finances? Personal finance software can be a great tool for building better money habits and learning how to budget in the long term.

If you'd like more guidance when making a budget, consider also downloading a budgeting app .

Here are four excellent options you might consider if you're searching for personal finance software.

Best for a Detailed Budget

Cost: Regular pricing is $5.99 per month

Why it stands out:  Quicken Deluxe is a desktop software program. It's available for download for Mac and Windows computers. 

With the program, you'll be able to connect and keep track of bank accounts, investment accounts, loans, and credit cards . You'll also be able to create a 12-month budget. Usually personal finance software programs only have monthly budget plans.

Quicken Deluxe also has a "what-if" tool that lets you see potential scenarios when you make certain investments or loan decisions to help you build a financial plan .

What to look out for:  Quicken Deluxe primarily focuses on basic finances and investments. If you have a business or prefer more robust features, like priority customer support, you may fare better with Quicken Premier or Quicken Home & Business.

Regular pricing for Quicken software plans varies from $3.99 per month to $10.99 per month.

Best for Tracking Investment Accounts

0.49% to 0.89%

• Check mark icon A check mark. It indicates a confirmation of your intended interaction. Free financial and wealth management tools; fees top that of traditional brick-and mortar-firms
• Check mark icon A check mark. It indicates a confirmation of your intended interaction. Investment selection includes stocks, ETFs, bonds, and private equities; portfolio management for employer-sponsored plans (e.g., 401(k)s or 403(b)s)
• Check mark icon A check mark. It indicates a confirmation of your intended interaction. Socially responsible investment strategies and tax optimization strategies
• Check mark icon A check mark. It indicates a confirmation of your intended interaction. One-on-one financial advisor guidance
• con icon Two crossed lines that form an 'X'. High management fees
• Promotion: None at this time.

Cost:  Free

Why it stands out: The Empower Personal Dashboard is another software tool that's available through a mobile app or website. You might find the Empower Personal Dashboard appealing if you want to use a well-rounded platform that also helps monitor investment accounts and retirement plans .

With the Investment Checkup feature, you can check your current portfolio allocation alongside an ideal target allocation to minimize risk and reduce volatility. It also has a fee analyzer tool that reviews hidden fees for mutual funds , investment accounts, and retirement accounts.

What to look out for:  Some tools are exclusively for Empower advisory clients. For example, clients will have access to a financial roadmap tool that can help them stick with major financial goals.

Sign up for Empower Personal Dashboard

Best for taxes.

$0.00 - $99.99 (+$39.99 or $59.99 for state return, depending on package)

• Check mark icon A check mark. It indicates a confirmation of your intended interaction. Expert help is available with every filing package
• Check mark icon A check mark. It indicates a confirmation of your intended interaction. Free federal and state filing covers student and child tax credits
• Check mark icon A check mark. It indicates a confirmation of your intended interaction. Pay less than H&R Block and TurboTax and get a comparable experience
• Check mark icon A check mark. It indicates a confirmation of your intended interaction. Efficient and streamlined interface
• Check mark icon A check mark. It indicates a confirmation of your intended interaction. Tax document upload and import for easy data entry
• Check mark icon A check mark. It indicates a confirmation of your intended interaction. Handy "double check" tool flags common errors
• con icon Two crossed lines that form an 'X'. State returns aren't free, even when you qualify for free federal filing
• con icon Two crossed lines that form an 'X'. Middle-of-the road option when it comes to cost

TaxAct gets the job done with fewer bells and whistles than H&R Block or TurboTax, though costs can still add up. It's best for someone who appreciates a simple, streamlined interface.

• 4 plans, including a free federal option
• Simple, intuitive interface
• Free, instant access to a tax expert at all plan levels
• Good middle-of-the road option on price and efficiency
• Option to have a professional file your taxes at an additional cost

Cost:  $0.00 - $99.99 (+$39.99 or $59.99 for state return, depending on package)

Why it stands out: TaxAct is one of our best tax software picks. TaxAct has four DIY online options: Free, Deluxe, Premier, and Self-Employed plans. You'll pay one price for a federal tax return, and if you have to file a state tax return you'll pay an additional fee. 

TaxAct stands out from other tax software companies because it offers free expert support, regardless of which DIY plan you have. If you have questions while filing your tax returns, all you'll need to do is submit questions, and an expert will reach out to you over the phone.

What to look out for: Other tax software companies do not charge a fee for state returns, and they have lower fees for filing federal tax returns (although, their features may not be as robust). 

File with TaxAct

Best for a hands-on approach, google sheets.

Why it stands out: Perhaps you don't want to link all of your bank accounts or credit cards, and you don't mind taking a more active approach to money management. Then, you might consider using Google Sheets for a straightforward way of analyzing your spending and savings goals . 

Even those who aren't as tech-savvy will find that Google Sheets has a simple, no-fuss setup process. All you need to do is set up a Google account and open the Google Spreadsheets tab. Then, you can select a general template for budgets or investment tracking and follow the steps listed on the spreadsheet.

Keep in mind that you'll have to update your spreadsheet regularly to have an effective spreadsheet.

What to look out for: Creating and maintaining your budget fully depends on whether you're willing to manually input all your data. Some may like having a closer, more hands-on approach to tallying expenses or tracking changes. But if you're worried that it might become too overwhelming to make updates every month, consider one of our other options. 

Other Personal Finance Software We Considered That Didn't Make the Cut and Why

• Tiller: Tiller might be worthwhile if you prefer tracking money in a spreadsheet, but don't want to update it manually. It links your bank accounts and credit cards to Google Sheets or Microsoft sheets so your transaction and balance information automatically update. It wasn't a top pick because Tiller only has a 30-day free trial, then costs $79 per year.
• YNAB App : You may use YNAB App through the web or on an app. While it could be a good choice if you struggle with your spending in specific categories, Quicken Deluxe have more robust features. It also has a 34-day free trial, then you'll have to pay $14.99 per month or $99 annually.
• Monarch Money : Monarch Money is a personal finance app and online platform. The plan costs $14.99 per month or $99.99 per year and allows you to track investment accounts or use customizable budget categories.
• GNU Cash : This is a free accounting software for personal and small business finances. You may download the program for Windows and Mac devices. With GNU Cash, you manage your finances through a traditional checkbook system. It could be worth considering if you have a business, but for those who don't, it likely won't be an easy-to-use interface.
• Quicken Simplifi : Simplifi by Quicken is a cloud-based software program, which means you'll need to have an internet connection to use its services. In comparison, other Quicken programs can be downloaded onto your computer. Simplifi by Quicken also isn't as robust as Quicken's desktop programs.
• Quicken Starter: Quicken Starter could be worthwhile if you want a basic overview of your finances. But if you want to be able to create a 12-month budget or keep track of investment accounts, Quicken Deluxe will be a more compelling option. 
• Rocket Money : Rocket Money has an app and online platform. Its premium plan has concierge services to review bills, premium customer support, unlimited budgets, and customizable budget categories. 
• TaxSlayer : TaxSlayer was featured as the best budget pick in our best tax software guide. However, to qualify for the Simply Free Plan, you must have taxable income under $100,000, and you won't be able to claim dependents. TaxAct's free plan allows you to claim dependents. It also offers expert help with all filing packages.
• H&R Block Tax Software : H&R Block is also featured in our best tax software guide. If you want to choose a more affordable option, you may prefer TaxAct, though.
• TurboTax : TurboTax is featured in our best tax software guide and might be worth considering if you have a complex tax situation. However, TurboTax Premium plan cost more than TaxAct options. 

Methodology: How did we choose the best personal finance software?

Research is an important part of choosing a personal finance software program that fits your needs. First, we compiled a list of 13 personal finance software programs. Then, we compared each program by analyzing the following criteria: platform accessibility, pricing, money management features, and user experience. With tax software programs, we only considered the DIY online filing options. We did not consider full-service packages where an expert helps with taxes.

The best personal finance software for you depends on your financial goals and habits. Someone new to money management will likely want different features than someone who is seasoned in making budgets or prefers filing their taxes.To help you figure out which personal finance software program could be a good option for you, we highlighted the benefits and limitations of each product. 

There are free personal finance tools that you may use online. For example, Empower, GNU Cash, and Google Spreadsheets are free. Rocket Money also has free option.

What personal finance software is easiest for you will largely depend on your needs and level of comfort with technology and finance. Google Sheets is by far the easiest to set up, but it won't help you with the finance side of things. Conversely, something like Quicken Deluxe might not be as easy to set up, but it is far more helpful for your finance needs.

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Editorial Note: Any opinions, analyses, reviews, or recommendations expressed in this article are the author’s alone, and have not been reviewed, approved, or otherwise endorsed by any card issuer. Read our editorial standards .

Please note: While the offers mentioned above are accurate at the time of publication, they're subject to change at any time and may have changed, or may no longer be available.

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• The Workstream
• Project management
• Process Flow Chart

Process flow chart: what it is & how to create one

Browse topics.

Keeping your business organized can be a tall order — especially as it grows. Process flow charts are one way to organize business processes by visualizing the steps of a process or workflow . As you dive deeper into the individual steps of a process, you can discover opportunities to improve teamwork and productivity.

Visualizing processes with a flowchart can help you organize important details and improve your operations. As you develop your process flow chart, you can discover non-value-added processes and optimize your workflow.

In this guide, we’ll discuss what a process flow chart is and how you can create one for your business. Keep reading to learn more.

What is a process flow chart?

Process flow charts are a way of visually organizing your workflow. They use different shapes connected by lines, each representing an individual step.

A process flow chart aids in project management by helping you outline and visualize your workflows. An example could be a chart showing how you process and fulfill customer orders from the moment an order is placed to delivery.

Importance of process flow charts

Visualizing your workflow allows you to understand your project scope better so you can plan your project based on your goals and deadlines.

Having a clear visual representation of your processes helps improve teamwork and keep everyone on the same page. This way, everyone can understand your business processes from start to finish and the role they play in those processes.

Creating a flow process chart can improve productivity by weeding out non-value-added activities. You have ample room to grow and improve if you’re not wasting precious time on unnecessary steps.

Types of flow charts

There are several types of flow charts, each serving a different purpose. You can learn more about some of the different flow charts below:

• Basic flow chart: Simple flow charts are ideal for visualizing basic steps without many complexities or details.
• System flow chart: System flow charts show how every part of a system interacts with the other parts.
• Workflow diagram: Workflow diagrams visualize steps or processes required to complete a project, which can help you minimize waste.
• Data flow chart: Data flow charts show how data moves throughout your system and other connected systems.
• Decision flow chart: These flow charts play a vital role in the decision-making process , answering simple questions to arrive at a final decision.
• Swimlane flow chart: Swimlane flow charts allow you to visualize who’s responsible for each part of a process or project, whether that’s an individual or a group.

Components of a process flow chart

Process flow charts have a few key symbols used to contextualize the information in the chart. Different symbols are used for different steps within a process flow chart with connecting lines in between.

Different shapes and symbols—including diamonds and rectangles—are used for each process or step, with lines connecting the symbols. Different types of lines denote the beginning and end of the flow chart, and directional arrows indicate the flow direction of the chart.

Visualizing information with flow charts can play a crucial role in project planning , and it’s easy once you understand what the symbols represent.

Steps to create a process flow chart

Creating a process flow chart isn’t rocket science, but there are some basic guidelines you need to follow. Below is a step-by-step guide to help you create your next process flow chart.

Identify the process

Start by clearly defining the process or workflow you’re going to outline. Choosing which projects to visualize and optimize is critical to strategic planning . Once you have a good idea of what you want your flow chart to represent, you can start building it out.

Define boundaries

When it comes to process flow charts for businesses, you can always add more details or break a process down further by adding more steps. However, when creating a flow chart, you only want to include the necessary details.

Figure out the scope and boundaries of your flow chart before you start fleshing it out. That way, you’ll avoid wasting time adding information that complicates the main objective. Details are good, but you don’t want to go overboard.

Gather information

This is where knowledge sharing comes into play. Now, it’s time to collect detailed information about the steps, inputs, and outputs contributing to the process. Ensure you track the process from start to finish to avoid missing crucial steps.

Identify the sequence of steps

Now that you know the steps involved in the process you’re outlining, you can put them in the correct sequence to start organizing your flow chart. Your flow chart should move in one consistent direction from beginning to end, with each step bringing you closer to completing the process.

Draw the flow chart

With process flow charts, the individual steps only tell part of the story—you need to connect them to tell the whole story. Complete your flow chart by using symbols and connectors to connect individual steps and create an accurate visual representation of the process from start to finish.

Review and revise

Once you’ve organized and drawn everything out, review your flow chart to ensure it’s accurate, complete, and clear. If there are any issues, you can revise your flow chart.

Reviewing and revising is a never-ending battle. Even after completing a flow chart, you must review and update it regularly to ensure accuracy. Make sure to reflect any changes in your flow charts as they occur.

Uses of process flow charts

A good process flow chart can provide several benefits for businesses. Here are some of the common uses of process flow charts:

• Process improvement: Visualizing processes helps you understand how to optimize them, saving you time and money.
• Training and onboarding: When you clearly understand your training and onboarding process, you can streamline it and ensure everyone receives the same training.
• Communication: Flow charts can help you identify communication gaps in different project stages to keep everyone on the same page.
• Documentation: Using visuals helps everyone follow documentation best practices — from project documentation to team documentation.
• Compliance and quality assurance: Creating a step-by-step visual representation of a process helps you identify potential compliance or quality assurance issues before it’s too late.

Best practices for creating effective process flow charts

An effective flow chart can help you optimize business processes and improve productivity and project collaboration . Here are some guidelines to follow to ensure you’re doing it right.

Keep your process flow chart simple. Focus on adding key steps and information only.

Using consistent symbols and connecting lines adds clarity to your process flow charts, making it easier to collaborate with your team and boost productivity. You can even involve stakeholders in the process.

Once your flow chart is complete, there’s still work to do. Updating and maintaining flow charts helps you keep a constant visualization of the processes that your business relies on.

Create process flow charts with Confluence Whiteboards

Process flow charts can offer several benefits for businesses, improving productivity and teamwork while eliminating unnecessary steps. With Confluence Whiteboards, you can visualize and turn ideas into tasks.

Confluence brings everyone together in a connected workspace to move projects forward. Teams can create, edit, and share project plans in a connected workspace so everyone is on the same page.

Confluence flow chart templates make it easy to create effective flow charts quickly, plus you can convert stickies into Jira issues with a few clicks.

Use Confluence Whiteboards to visualize your workflow and optimize your business with process flow charts.

Process flow chart: Frequently Asked Questions

What is an example of a process flow chart.

A great process flow chart example is product delivery. You can use a process flow chart to visualize the delivery of a product from the moment the customer contacts you to the moment you finish the job. The first step may be the customer contacting you (or vice versa), eventually leading to the point where you fulfill the order, and the customer receives an email letting them know their order arrived.

You can use process flow charts for almost anything, including manufacturing, service delivery, product delivery, and project management processes.

What tools can you use to create process flow charts?

Confluence allows you to create process flow charts that visualize your business processes accurately. Confluence is easy to use, and you can start with a flow chart template so you don’t have to do all the work. Once you’ve chosen a template, you can add individual steps and symbols to clarify the chart. Confluence also integrates seamlessly with Jira and various third-party tools.

How often should process flow charts be updated?

If you modify a workflow or process outlined in a flow chart, update the chart accordingly. Flow charts don’t provide much value if they’re inaccurate, and you probably add or remove steps from various processes and workflows more than you think. You should regularly review and update your process flow charts to ensure they continuously add value to your business.

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Altisource Asset Management Corporation (“AAMC” or the “Company”) (NYSE American: AAMC) posts the attached progress report for May 2024 concerning Project Alpha, Phase II, presented by Seabird Technologies Limited in connection with that certain Non-Exclusive Patent and Technology Licensing Agreement between the Company and System73 Limited, entered into on October 6, 2023. Elements of the Commercial and Engineering reports are redacted to protect sensitive proprietary information that the parties deem confidential, as well as additional claims to extend the patents.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20240510511270/en/

AAMC is a private credit provider that originates alternative assets to provide liquidity and capital to under-served markets. AAMC works to employ capital light operating strategies that have historically been implemented across a variety of industry sectors. The Company’s principal line of business going forward is the development and licensing of a control system which increases the efficiency of electric vehicles. Under the PTLA, the Company acquired a non-exclusive license for a set of patents for a control system which seeks to optimize the efficiency of electric vehicles. Additional information is available at www.altisourceamc.com .

Forward-looking Statements

This press release and the attachments thereto contain “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended (the “Securities Act”), and Section 21E of the Securities Exchange Act of 1934, as amended (the “Exchange Act”). In some cases, you can identify forward-looking statements by the use of forward-looking terminology such as “may,” “will,” “should,” “expects,” “intends,” “plans,” “anticipates,” “believes,” “estimates,” “targets,” “predicts,” or “potential,” or the negative of these words and phrases or similar words or phrases that are predictions of or indicate future events or trends and that do not relate solely to historical matters. You can also identify forward-looking statements by discussions of strategy, plans or intentions. The forward-looking statements contained in this release reflect our current views about future events and are subject to numerous known and unknown risks, uncertainties, assumptions and changes in circumstances that may cause our actual business, operations, results or financial condition to differ significantly from those expressed in any forward-looking statement.

Factors that may materially affect such forward-looking statements include, but are not limited to:

• Our ability to develop and implement new businesses or, to the extent such businesses are developed, our ability to make them successful or sustain the performance of any such businesses;
• Current inflationary economic and macro-economic and geopolitical events, and market conditions that can affect our businesses;
• Our ability to develop and implement a new business with respect to the PTLA and that the Company will achieve its expectations with respect to the patents and other intellectual property associated therewith;
• Our ability to monetize our existing loan portfolio; and
• The failure of our information technology systems, a breach thereto, and our ability to integrate and improve those systems at a pace fast enough to keep up with competitors and security threats.

While forward-looking statements reflect our good faith beliefs, assumptions, and expectations, they are not guarantees of future performance. Such forward-looking statements speak only as of their respective dates, and we assume no obligation to update them to reflect changes in underlying assumptions, new information or otherwise. For a further discussion of these and other factors that could cause our future results to differ materially from any forward-looking statements contained herein, please refer to the section “Item 1A. Risk Factors” contained in the Company’s 2023 Annual Report on Form 10-K.

Charles Frischer T: +1-813-474-9047 E: [email protected]

View source version on businesswire.com: https://www.businesswire.com/news/home/20240510511270/en/

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The U.S. Economy’s Soft Landing Is Still on Track

• Philipp Carlsson-Szlezak,
• Paul Swartz,
• Martin Reeves

A close look at consumer trends, monetary policy, and other trends gives reason for optimism — not pessimism.

While there’s been a recent string of disappointing macroeconomic data, in reality, these developments are signs of the U.S. economy’s strengths, not weaknesses. The economic pessimism of the last few years has often been rooted in a misreading of the U.S. consumer. Too often, they are cast as financially squeezed, burning through their pandemic-era savings, and reeling from the real income cut that inflation has inflicted on them. In this telling, demand is artificially high, and its collapse has been delayed, not averted. Consumption is also still distorted by post-pandemic gyrations, but aggregate consumption sits more than $1.5 trillion above 2019 levels in real terms. This strength, however, is not an unalloyed good for all firms — while high interest rates have been absorbed successfully in aggregate, they still create existential struggle for some firms and households. Executives need to resist the temptation to respond to every wrinkle in the volatile data and adjust their mental models to lead in an era of tightness.

Less than a year ago, many pessimists rejected the possibility of a soft landing for the U.S. economy. They argued that U.S. resilience was a confluence of lucky factors, such as pandemic-era savings that would eventually run out. As inflation moderated and growth remained remarkably strong, they grudgingly had to accept that the economy is far more resilient than they had thought.

• Philipp Carlsson-Szlezak is a managing director and partner in BCG’s New York office and the firm’s global chief economist. He is a coauthor of Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk (Harvard Business Review Press, 2024).
• Paul Swartz  is an executive director and senior economist in the BCG Henderson Institute, based in BCG’s New York office. He is a coauthor of Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk (Harvard Business Review Press, 2024).
• Martin Reeves is the chairman of Boston Consulting Group’s BCG Henderson Institute in San Francisco and a coauthor of The Imagination Machine (Harvard Business Review Press, 2021).

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Join us for Oracle DatabaseWorld AI Edition —May 14, 2024

May 14, 2024 | 9 a.m. PT

Oracle DatabaseWorld AI Edition—Oracle’s biggest virtual event of 2024—is designed to help attendees learn how to use Oracle Database 23ai, Autonomous Database, and Exadata Cloud to realize their AI goals. The event will equip participants with the knowledge and tools to manage their database estates, eliminate the complexities of developing modern data-driven applications, run mission-critical databases, and gain new insights using cutting-edge analytics. It all starts by upgrading to Oracle Database 23ai, Autonomous Database, and Exadata Cloud.

Keynote: AI for Data Made Simple with Oracle Database 23ai

With the introduction of Oracle Database 23ai, the latest long-term release of Oracle’s flagship database, comes cutting-edge technologies, such as machine learning, artificial intelligence (AI), and generative AI to enhance data-driven decisions. These capabilities are uniquely embedded into Oracle Database, enabling you to quickly and securely apply AI to solve your most complex challenges, achieve your most important business goals, and deliver exceptional customer and employee experiences. Join Juan Loaiza as he explains how you can leverage all the new capabilities to get started on your AI journey to unlock unprecedented innovation and productivity.

Track details

Accelerate app development, modern data analytics and ai.

• Oracle Database 23ai and AI

Accelerate App Development sessions

Oracle Database 23ai changes the game with revolutionary new capabilities for vector search, AI-generated SQL, and must-know productivity enhancers, such as GROUP BY alias, IF [NOT] EXISTS, and more.

Build Natural Language-Powered Apps That Can Transform Your Business

Discover how AI can transform your organization—helping you leverage natural language for business insights, create personalized promotions, summarize content, and much more.

AI Vector Search: Powering the Modern Enterprise

AI vector search has become ubiquitous in modern AI applications. It can be utilized in search engines to enhance result quality, in recommendation systems for personalized content delivery, in chat assistants to facilitate context-aware interactions, and in social media for sentiment analysis.

Accelerate Your Applications with True Cache

Many business applications use a caching tier to improve performance by adding a new object caching tier in front of a relational database.

Unlocking the Power of Oracle Database 23ai: JSON Relational Duality Views

As organizations increasingly adopt JSON as a preferred data interchange format, the need for seamless integration with relational databases becomes paramount.

Oracle APEX with AI—Building Next-Gen AI-Powered Apps

Learn how to build secure enterprise cloud and mobile apps 20X faster with 100X less code by using low-code with AI.

Learn how Oracle Autonomous Database unlocks the value of your data and spurs innovation.

Streamline the Analytics Workflow with Oracle Autonomous Database Data Studio

Data analysts don’t want to acquire, deploy, integrate, and maintain a disjointed collection of tools to support their work, so get up to speed with the essential capabilities of Data Studio.

Keep It Real (Time) with OCI GoldenGate Stream Analytics

Learn about Oracle Cloud Infrastructure (OCI) GoldenGate Stream Analytics, a cloud native service to process and analyze real-time events.

Distributed AI Processing with Oracle GoldenGate 23ai

A discussion about new features in Oracle GoldenGate 23ai, including tighter integration with Oracle Database 23ai. Learn about new features that allow vector replication in both homogeneous and heterogenous environments, including functionality that enables real-time AI processing in a distributed environment.

Is A Connected to B? Oracle Database 23ai SQL Syntax Makes It Easy to Find Out.

Oracle Database 23ai includes new SQL syntax from the SQL:2023 standard to work with graphs—helping you easily create a graph view of data and use simple queries to check connectedness between data entities and making it easy to navigate implicit and explicit relationships in your data.

Make Your Applications Smarter with Oracle Machine Learning and AutoML

Making your applications smarter means you need to have a specific data architecture with the agility to provide data scientists and data analysts with what they need to conduct their analysis—a platform that can avoid data duplication and movement to maintain consistency and security and a simple way to deploy machine learning (ML) models into production.

Oracle Database 23ai and AI: Transform Your Future

Oracle database 23ai and ai: transform your future.

With data constantly growing in volume and complexity, DBAs are on the hunt for solutions that streamline their processes and boost productivity.

Oracle Autonomous Database: Hands-Free Operation

Oracle Autonomous Database is a fully-managed database service that simplifies all aspects of database management, helping you deliver successful projects faster and with lower risk.

Multicloud Development with Microsoft Azure and Oracle Database Cloud

Oracle and Microsoft are working together to enable customer workloads to run seamlessly across Azure and Oracle Cloud.

Build Global-Scale Applications Using Globally Distributed Autonomous Databases

Data and transaction volume in enterprises is exploding, and applications are often required to be available 24/7 and must comply with data sovereignty regulations.

Protect Against Common Database Attacks with Oracle SQL Firewall

Protect against risks such as SQL injection attacks or compromised accounts with Oracle SQL Firewall—a new security capability built into the Oracle Database 23ai kernel that offers best-in-class protection against these risks.

Business Continuity the Smart Way

While Oracle Database 23ai continues to provide the highest levels of high availability, scalability, and disaster recovery, it has an added focus on hiding outages from applications and making high availability features smarter and more accessible.

Oracle Database 23ai changes the game with revolutionary new capabilities for vector search, AI-generated SQL, and must-know productivity enhancers, such as GROUP BY alias, IF [NOT] EXISTS, and more. Our latest database release makes data-driven application development faster, better, and easier. Learn how you can unleash the power of Oracle Database for your data-driven application needs and become more productive than ever.

Discover how AI can transform your organization—helping you leverage natural language for business insights, create personalized promotions, summarize content, and much more. Oracle Autonomous Database Select AI simplifies building apps that apply large language models to your data. Explore SQL advancements that enable answering of questions using natural language and learn to develop RESTful AI services that generate innovative, personalized content based on your Autonomous Database data.

AI vector search has become ubiquitous in modern AI applications. It can be utilized in search engines to enhance result quality, in recommendation systems for personalized content delivery, in chat assistants to facilitate context-aware interactions, and in social media for sentiment analysis. With Oracle Database 23ai, enterprises can harness the power of AI Vector Search directly within their business database to build cutting-edge generative AI applications without sacrificing security, data integrity, consistency, or performance. This session explores how enterprises can leverage the full power of Oracle’s converged database, including JSON, graph, text, spatial, relational, and vector, to derive powerful insights from their data with just a single query. Discover how developers and administrators can quickly learn the capabilities of AI Vector Search within Oracle Database 23ai in less than 30 minutes.

Many business applications use a caching tier to improve performance by adding a new object caching tier in front of a relational database. Applications are responsible for loading the data in the cache and invalidation using a separate API. A separate caching layer is required, which adds licensing, operational, and resource costs in addition to reducing data protection, data security, and availability based on the chosen caching tier’s features. In this session we'll explain how Oracle True Cache, an in-memory SQL cache, automatically synchronizes with the backend database to address these concerns and remove the need for the application to keep the cache in sync.

As organizations increasingly adopt JSON as a preferred data interchange format, the need for seamless integration with relational databases becomes paramount. Oracle Database 23ai introduces a groundbreaking feature—JSON Relational Duality Views—offering a novel approach to efficiently store and process JSON data within a relational database environment. This session aims to drill down into the intricacies of leveraging Relational Duality Views in Oracle 23ai to bridge the gap between relational and JSON data models. Attendees will gain insights into the underlying architecture and learn practical strategies for optimizing JSON storage, retrieval, and processing including all new features.

Learn how to build secure enterprise cloud and mobile apps 20X faster with 100X less code by using low-code with AI. See a live demo of how to build a cloud-based mobile app that uses generative AI with Oracle APEX and Oracle Cloud AI services, discover common use cases for low-code and AI, and see how to incorporate them into your application development process. Plus, learn about new trends in low-code with AI application development.

Learn how Oracle Autonomous Database unlocks the value of your data and spurs innovation. With an all-in-one data platform, Autonomous Database serves the needs of your data analysts, data scientists, data engineers, and application developers with persona-specific tools underpinned by unified data and metadata. See how you can build a new analytics platform in the cloud or easily modernize your on-premises data warehouses into a cloud native service while maintaining compatibility with your existing analytic applications and pipelines. Plus, find out how AI is augmenting the data management experience and simplifying development.

Data analysts don’t want to acquire, deploy, integrate, and maintain a disjointed collection of tools to support their work, so get up to speed with the essential capabilities of Data Studio. Learn how data analysts can become productive sooner and deliver more reliable results faster.

Learn about Oracle Cloud Infrastructure (OCI) GoldenGate Stream Analytics, a cloud native service to process and analyze real-time events. Use an intuitive designer to process database transactions from OCI GoldenGate, enrich it with historical data, perform machine learning scoring, and make automated decisions on offering promotions based on geographical information.

A discussion about new features in Oracle GoldenGate 23ai, including tighter integration with Oracle Database 23ai. Learn about new features that allow vector replication in both homogeneous and heterogenous environments, including functionality that enables real-time AI processing in a distributed environment. Additional key features in Oracle GoldenGate 23ai allow for data streams using AsyncAPI and CloudEvents, built-in high availability for Oracle GoldenGate Microservices, and improved observability of Oracle GoldenGate using StatsD and Telegraf.

Oracle Database 23ai includes new SQL syntax from the SQL:2023 standard to work with graphs—helping you easily create a graph view of data and use simple queries to check connectedness between data entities and making it easy to navigate implicit and explicit relationships in your data. Discover how identifying connections in data helps uncover new relationships that can enhance machine learning models and retrieval-augmented generation (RAG) for generative AI. Learn more about this new syntax and look at code samples to create graphs from tables, query graphs, use graphs with JSON functions, and more—all using one language: SQL.

Making your applications smarter means you need to have a specific data architecture with the agility to provide data scientists and data analysts with what they need to conduct their analysis—a platform that can avoid data duplication and movement to maintain consistency and security and a simple way to deploy machine learning (ML) models into production. Explore a fictional movie streaming service use case, where we need to be able to avoid having customers leave our platform. Plus, watch as we build a churn prediction model using AutoML UI and deploy it directly into the database, where it can be used by the AppDev team right away.

With data constantly growing in volume and complexity, DBAs are on the hunt for solutions that streamline their processes and boost productivity. Dive into how Oracle Database 23ai is transforming the game by integrating AI directly into the database—enhancing the developer experience. Discover the latest SQL enhancements, new security features (including SQL firewall), roles for better duty separation, and the True Cache feature for peak performance. Learn how 23ai enhances database management, making it more efficient, secure, and forward-thinking. Elevate your data strategy with us.

Oracle Autonomous Database is a fully-managed database service that simplifies all aspects of database management, helping you deliver successful projects faster and with lower risk. Dive into how it automates essential and often time-consuming tasks (including data security and compliance) with automatic encryption, patching, and upgrades. Discover options for ensuring high availability using disaster recovery and backups. Learn about elastic scaling of CPU and storage as well as cloning or moving your database across regions. And learn how Oracle Autonomous Database helps access external data sources from multiple clouds—enabling performance monitoring, event notifications, and metric alerts.

Oracle and Microsoft are working together to enable customer workloads to run seamlessly across Azure and Oracle Cloud. Learn how single sign-on and automated token management are available with popular Oracle drivers using Azure Active Directory and Oracle Cloud Infrastructure Identity and Access Management. Plus, see how developers familiar with Azure can deploy Oracle Databases from the Azure Portal and use Oracle Database Service for Azure’s automated cross-cloud network provisioning and identity federation with a single pane of glass for observability.

Data and transaction volume in enterprises is exploding, and applications are often required to be available 24/7 and must comply with data sovereignty regulations. As a result, enterprise applications are adopting design patterns, such as the distributed databases used by internet-scale applications. Hear how customers are building global-scale applications that can scale to millions of transactions per second with petabytes of data, eliminate downtime, and comply with data sovereignty regulations. Discover how Oracle Globally Distributed Autonomous Database achieves all of this seamlessly while rendering strong data consistency, the full power of SQL, and support for structured and unstructured data and generative AI.

Protect against risks such as SQL injection attacks or compromised accounts with Oracle SQL Firewall—a new security capability built into the Oracle Database 23ai kernel that offers best-in-class protection against these risks. Learn how the SQL Firewall feature in Oracle Data Safe lets you centrally manage and monitor the SQL Firewall policies for your target databases. Review how Data Safe lets you collect authorized SQL activities of a database user, generate and enable the policy with allowlists of approved SQL statements and database connection paths, and get a comprehensive view of any SQL Firewall violations across the fleet of your target databases.

While Oracle Database 23ai continues to provide the highest levels of high availability, scalability, and disaster recovery, it has an added focus on hiding outages from applications and making high availability features smarter and more accessible. Learn how Oracle Database 23ai can help you ensure business continuity effectively by preventing the need for recovery whenever possible, utilizing performance data to transparently optimize workload distribution, providing intelligently enriched analysis and diagnostic data, and more.

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