Module

Facebook Accounts

Managing connected Facebook accounts and their ad accounts: connection, statuses, balances, agent assignment.

Access

AdminNoneManagerNoneTeam Lead BuyerOwnBuyerOwn

Available to buyers and team leads. The token does NOT auto-refresh — on “Token Expired” the account must be reconnected manually.

Screen blocks

Accounts list — Name, ID, ad accounts, status, agent, Spend, key-renewal date, connection date.
Connect new FB account — OAuth via the Facebook Auth Proxy → ad accounts are pulled after saving.
Ad account editing — assign an agent to compute commission on spend.
Analytics tab — a second tab with a Facebook-Ads-only analytics table — spend, impressions, reach, CPC, CTR, CPM, clicks, leads, registrations, purchases, video views… from the Facebook Ads API. Pick a date range, filters and columns.
Bundles — saved sets of highlighting rules for the analytics table; they color metric cells so good and bad performance stand out. Create, edit, delete and apply from the Bundles button.

Functions

Function	Description	Admin	Manager	Team Lead Buyer	Buyer
Accounts & statuses list	Account and ad-account state (pulled from Facebook), balance, owner.	None	None	Own	Own
Connect account (OAuth)	Facebook authorization; the token is stored encrypted.	None	None	Own	Own
Assign agent	At the social-account level or per ad account (override wins) → commission.	None	None	Own	Own
Ad accounts sync	Every 30 min new ad accounts and statuses are pulled from Facebook.	None	None	Own	Own

Statuses

Active — the account is healthy.
Token Expired — access token expired — reconnect the account manually.
Session Expired — the Facebook session ended — re-authorize.
Checkpoint Required — Facebook requires a checkpoint / verification on the account.
Password Changed — the Facebook password was changed — reconnect.
Unknown Error — unidentified error reported by Facebook.

Scenario — «Connect an account and put it under commission»

“Connect new FB account” → complete Facebook OAuth.
After saving — open the pulled ad accounts.
Assign an agent (social level or a specific ad account).
Watch the “Date to renew the key” column to reconnect before it breaks.

Good to know

Only the account owner is notified about token expiry (not the whole team).
While the token is expired new Facebook spend isn't pulled; history stays.
Agent priority: ad-account's own agent → social account's agent → none (commission $0).
“Not connected” (tracker-only) ≠ “Disabled” (in CRM, disabled by Facebook).
Two ways to connect: Redirect (this browser goes to Facebook — use when already logged into the right account) or Copy link (a link to open on another device, e.g. the buyer's phone).
Reconnect validates identity — authorizing a different Facebook user fails; the token must belong to the same Facebook User ID.
The “Checked” column is a read-only verification status from Facebook, flagging accounts under review or needing attention.
Individual ad accounts also carry their own Facebook statuses (Active, Unsettled, Pending Risk Review, In Grace Period, Disabled, Closed…) and disable reasons — all read-only, mirrored from Facebook.
An analytics Bundle rule watches a metric, sets whether lower or higher is better, the lower / upper thresholds that decide the color, and the drill-down levels it applies on.
Bundles are visual aids over the same Facebook data — they never change any numbers.

Screen blocks

Accounts list — Name, ID, ad accounts, status, agent, Spend, key-renewal date, connection date.

Connect new FB account — OAuth via the Facebook Auth Proxy → ad accounts are pulled after saving.

Ad account editing — assign an agent to compute commission on spend.

Analytics tab — a second tab with a Facebook-Ads-only analytics table — spend, impressions, reach, CPC, CTR, CPM, clicks, leads, registrations, purchases, video views… from the Facebook Ads API. Pick a date range, filters and columns.

Bundles — saved sets of highlighting rules for the analytics table; they color metric cells so good and bad performance stand out. Create, edit, delete and apply from the Bundles button.

Functions

Function	Description	Admin	Manager	Team Lead Buyer	Buyer
Accounts & statuses list	Account and ad-account state (pulled from Facebook), balance, owner.	None	None	Own	Own
Connect account (OAuth)	Facebook authorization; the token is stored encrypted.	None	None	Own	Own
Assign agent	At the social-account level or per ad account (override wins) → commission.	None	None	Own	Own
Ad accounts sync	Every 30 min new ad accounts and statuses are pulled from Facebook.	None	None	Own	Own

Statuses

Active — the account is healthy.

Token Expired — access token expired — reconnect the account manually.

Session Expired — the Facebook session ended — re-authorize.

Checkpoint Required — Facebook requires a checkpoint / verification on the account.

Password Changed — the Facebook password was changed — reconnect.

Unknown Error — unidentified error reported by Facebook.

Good to know

Only the account owner is notified about token expiry (not the whole team).

While the token is expired new Facebook spend isn't pulled; history stays.

Agent priority: ad-account's own agent → social account's agent → none (commission $0).

“Not connected” (tracker-only) ≠ “Disabled” (in CRM, disabled by Facebook).

Two ways to connect: Redirect (this browser goes to Facebook — use when already logged into the right account) or Copy link (a link to open on another device, e.g. the buyer's phone).

Reconnect validates identity — authorizing a different Facebook user fails; the token must belong to the same Facebook User ID.

The “Checked” column is a read-only verification status from Facebook, flagging accounts under review or needing attention.

Individual ad accounts also carry their own Facebook statuses (Active, Unsettled, Pending Risk Review, In Grace Period, Disabled, Closed…) and disable reasons — all read-only, mirrored from Facebook.

An analytics Bundle rule watches a metric, sets whether lower or higher is better, the lower / upper thresholds that decide the color, and the drill-down levels it applies on.

Bundles are visual aids over the same Facebook data — they never change any numbers.