How to set up a Meta Business portfolio the right way

A Meta Business portfolio (formerly Business Manager) is the container that owns your Facebook page, Instagram account, ad accounts, pixels and WhatsApp numbers. Setting it up correctly avoids the common problem of assets being owned by an employee's or agency's personal account.

Steps

1. Go to Meta Business Suite and create a business portfolio using your business name and a shared business email.
2. Add your Facebook page and Instagram account.
3. Create or claim your ad account, set the currency and time zone correctly (these can't easily be changed later), and add your payment method.
4. Create a dataset (pixel) for your website.
5. Add your website domain and verify it.
6. Add people with the minimum access they need.
7. Add agencies as partners, not as people using personal logins.

Security essentials

• Turn on two-factor authentication for everyone with access.
• Keep at least two admins from your own company.
• Review access every quarter and remove people who have left.

Common mistakes

• Ad accounts created inside an agency's portfolio.
• Pages owned by a former employee's personal profile.
• Wrong time zone or currency on the ad account.