Connecting Facebook Business Page with your Switchboard Account – Switchboard Live - Help Center

There's been a Meta update affecting third-party apps that may cause an issue when trying to add a Facebook Business Page to your Switchboard Account. This does not appear to affect regular Facebook pages.

The goal is to have the appropriate person of your organization listed under "People with Facebook access" or "People with Task access" on the Facebook Business page. See the image below.

Topics covered in this page:

1. Check Facebook Page Access

2. Invite a person to have access to the Facebook Business Page

3. Invitee accepts invite

4. Possible issues

Check Facebook Page Access

Here's how to check.

Step 1

Log into Facebook, select Pages on the left menu, and select the desired Facebook Page.

Step 2

Once on the page, select "Switch" so that you are acting as the Facebook Page.

view_facebook_newpage_experience 0.png

Step 3

Select Settings -> New Pages Experience->Page Access

(or use this link https://www.facebook.com/settings/?tab=profile)

You'll see two sections: "People with Facebook Access" and "People with Task Access"

Step 4

Your goal is to have the desired person(s) listed in "People with Facebook Access" or "People with Task Access."

Invite a Person to have Facebook Page Access

Step 5

Click the "Add New" button on the top right to add someone.

Step 6

A search box will appear, prompting you to search for someone to invite.

Type the person's email address or name in the search box.

Click on the person from the list.

invite_facebook_Page_access 3.png

invite_facebook_Page_access 4.png

Step 7

Assign permissions by setting the toggle buttons to blue; click Give Access.

Provide the password to confirm.

invite_facebook_Page_access 5.png invite_facebook_Page_access 6.png

invite_facebook_Page_access 7.png

Accept the Invite

The invited person must log into their Facebook account and accept the invite.

Step 1

Look for the notification located next to the Facebook Profile icon top right.

Note: If a notification doesn't appear, navigate to the page and look for the "Review Invite" under the page banner.

Step 2

Click "Review Invite," click next, then accept.

fb_page_accept_invite_ 3.png

fb_page_accept_invite_ 4.png fb_page_accept_invite_ 5.png

fb_page_accept_invite_ 6.png

Add the Facebook Page to the Switchboard Workflow

Return to Switchboard and add the Facebook Business page to the workflow as usual.

Possible Issues You May Run Into:

A. Not being able to give yourself page access as the Facebook Page Owner or Admin.

If this happens, you may need to add a trusted colleague or friend with temporary "Full Control" to the page, Review and Accept the invite, and finally have them give you page access with Full Control.
- Note: The trusted colleague cannot already have business account access.
Once you have Facebook Page access with Full Control.
Log into Facebook and "switch" into the page so that you're acting as the page.
Adjust the trusted colleague's page access.

B. You don't see the "Add New" button.

You'll need to Adjust the Assets for yourself in the Meta Business Suite.

Open Meta Business Suite or use this link: https://business.facebook.com/latest/
Select Settings > People > Click on your name > Assign assets( Full control)
Set permissions. Save it.