A business portfolio allows organizations to bring their Facebook Pages, Instagram accounts, Threads accounts, ad accounts, catalogs and other business assets together so you can manage them, and the people who access them, from one place using business tools such as Meta Business Suite.

Business portfolios help you:

• View and manage all your business assets, such as commerce accounts, datasets and apps, in one place. Learn more about how to set up and manage your business portfolio and business assets.
• Manage many people’s access and permissions to your portfolio and business assets so they only have access to what they need to do their job. Learn more about business portfolio access and business assets permissions.
• Run ads for your business across Facebook, Instagram and Threads.
• Create and manage Shops on Facebook and Instagram.
• Collaborate with business partners, agencies and consultants.
• Add system users and access Meta Business Tools and other APIs.
• Analyze insights across your Pages, Instagram accounts and Threads accounts.
• Identify security risks and how you can address them. Learn more about Security Center.
• View and manage requests and notifications about your business, accounts and assets.

Additionally, you need a business portfolio to do the following:

• Use Meta Business Suite.
• Enroll in monthly invoicing.
• Run ads about social issues, elections or politics.
• Verify your domain.
• Create a publisher block list.

To create a business portfolio, follow the instructions in this article.

• Create a business portfolio
• How Meta Business Suite works
• About users in your business portfolio

When someone is added to a business portfolio, they must be assigned the Facebook Page, ad account, catalog or business assets that you want them to manage before they can access them. You can give them partial access or full control of an asset. If you assign partial access, you must choose the specific permissions to give them based on the tasks you want them to work on.

Learn more about how to add people to a business portfolio and assign a business asset. You can change someone’s permissions for a business asset at any time.

Permissions available for each business asset

• About connected business assets
• Set up and manage your business portfolio and business assets
• About business portfolio access

• You must have access to Meta Business Suite, using either your Facebook profile or a managed Meta account.
• If you have a managed Meta account, you must have organization management permissions in Organization Manager. If you click the link and you are redirected to Home in Meta Business Suite, this means you do not have access to Organization Manager. If you have people migration and/or IT settings access in Organization Manager, but not organization management permissions, then you will not be able to create a business portfolio.

• To keep our platform safe from harm and to prevent advertising abuse, we only grant access to some features when an advertiser has met certain requirements. This means when you create a new business portfolio or ad account, you may not have access to all advertising features. You can see what features you currently have access to, and find out what actions you may need to take to access additional features in Business Support Home.

To create a business portfolio for your organization:

1. Go to business.facebook.com and log in using your Facebook profile or managed Meta account.
2. Click the dropdown menu below Home in the top left.
3. Click Create a business portfolio.
4. Enter a name for the business portfolio. This should match the public name of your business or organization because it will be visible across Meta. The name of your business portfolio cannot contain special characters.
5. If you’re logged into business.facebook.com with your Facebook profile, then you need to enter your first and last name and your business email. Meta will use this email to contact you about your business. It won't be visible to your customers.
   • If you’re logged in with a managed Meta account, then you don’t need to do this.
6. Click Create or Create portfolio. If you’re creating a business portfolio using your Facebook profile, then you’ll get an email asking you to confirm your business email address.

Note: You can personally create up to 2 business portfolios. There is no limit on the number of portfolios you can belong to.

After you’ve created your business portfolio, you get full control of it and you can add business assets, such as:

• A Facebook Page
• An Instagram account
• An ad account
• An app owned by your organization
• A Meta Pixel

Business assets can only belong to 1 business portfolio.

You can also add people in your organization to join your business portfolio and assign them assets to work on. You can also add partners, such as people who work at an agency your organization works with. Your contact information will be visible to people who are added to the business portfolio.

• About business portfolio access
• Best practices for making a business portfolio more secure
• Set up and manage your business portfolio and business assets

Use business asset groups to organize your assets and assign them to people and partners in Meta Business Suite. You can use business asset groups to manage assets for multiple brands, lines of business or regions.

Note: If you use the Business Management APIs, you can edit and manage business asset groups in the API, but you'll need to create business asset groups using your business portfolio.

To create a business asset group:

1. Go to Settings in Meta Business Suite.
2. Below Accounts, click Business asset groups.
3. Click Create Business asset group in Meta Business Suite.
4. Decide how you'd like to organize your assets. For example, you can group them by brand, line, region, agency or something else.
5. Enter a Business asset group name and click Create.
6. Select the assets you'd like to include and click Add assets.
7. (Optional) Select the people who need to work on those assets and assign permissions for each asset type.
8. Use the toggles to set permissions for assets in the business asset group.
   • If you have selected individual people in step 7, note that these permissions will apply to their access as well.
9. Click Done.

Confirmation that you've created your business asset group will appear on your screen.

Now you can add, remove or edit the assets in the business asset group. When you add a new asset, everyone added to the business asset group will be able to access that asset based on the permissions you defined for them.

You can also add, remove or edit the people and partners you share this business asset group with. Any permissions you have previously set to assets in the business asset group will also apply to newly added people or partners.

• About business asset groups
• Share a business asset group with a partner
• Add people to a business asset group

You can connect your organization’s business assets – such as Facebook Pages, Instagram professional accounts and WhatsApp Business accounts – by adding them to the same business portfolio or by directly connecting them to each other.

Adding assets to the same portfolio doesn’t automatically connect them directly to each other. To enable certain features like cross-posting or centralized management of transactions and analytics, a direct connection between assets may be needed.

Connecting business assets lets you access professional features and manage your online presence in one place. Here are some things you can do with connected business assets:

• Promote your content across multiple platforms more easily by crossposting to Facebook, Instagram and Threads, using Meta Business Suite.
• Manage your comments and messages from a centralized place using Inbox in Meta Business Suite.
• Run ads for your business across Facebook, Instagram and Threads.
• Create and manage Shops on Facebook and Instagram.
• Analyze insights across your Pages, Instagram accounts and Threads accounts.
• Bundle your Meta Verified business subscription.
• Enroll in monthly invoicing.
• View and manage all your business assets and the people who access them from Settings in Meta Business Suite.

Learn more about connecting and disconnecting business assets, and how we use information across connected business assets below.

Connect business assets directly to each other:

• Connect your Instagram account and Facebook Page
• Connect your Facebook Page and WhatsApp account
• Connect your Instagram account and WhatsApp account

If you’re connecting an Instagram account to another business asset, then it must be an Instagram professional account.

Connect business assets by adding them to the same business portfolio:

• Add a Facebook Page to your business portfolio
• Add an Instagram account to your business portfolio
• Add a Threads account to your business portfolio
• Add a Whatsapp account to your business portfolio
• Add business assets to a business portfolio

Business assets need to be in the same business portfolio to be connected.

• If neither business asset you’re connecting is in a business portfolio, then Meta will create a new business portfolio for you.
• If one of the business assets you’re connecting is in a business portfolio, then the other business asset will be added to that business portfolio.

Business portfolios help businesses manage their business assets across Meta and gives them access to more functionality, such as Meta Verified for businesses. Learn more about setting up and managing your business portfolio and business assets.

Disconnect directly-connected business assets:

• Disconnect your Instagram account and Facebook Page
• Disconnect your Facebook Page and WhatsApp account
• Disconnect your Instagram account and WhatsApp account

Disconnect assets by removing them from a business portfolio:

• Remove a Page from your business portfolio
• Remove an Instagram account from your business portfolio
• Remove a Threads account from your business portfolio
• Remove a Whatsapp account from your business portfolio
• Remove business assets from a business portfolio

Other ways to disconnect business assets:

• Switch back to a personal Instagram account
• Switch a Threads account to private
• Delete your business portfolio

Note: You may also need to separately turn off certain features that are enabled via connected business assets, such as multi-placement ads and Meta Verified.

In addition to how we use your information as described in the Privacy Policy, we’ll also use information across your connected business assets to:

• Personalize content, suggestions, and marketing communications across your connected business assets.
• Deliver your ads to more relevant audiences and provide unified performance insights.
• Consolidate payments and manage transactions across profiles for Shops and other commerce features.
• Provide enhanced business tools, like centralized management and cross-posting in Meta Business Suite, and analytics by combining information from all connected assets.

In addition to what’s outlined above, we’ll use information about your connected business assets to provide commercial services and comprehensive customer support, and for internal management and planning of partnerships and sales teams.

• About connecting your professional Instagram account to a Facebook Page
• About linking WhatsApp Business with Facebook and Instagram
• About business portfolios

Read our troubleshooting advice if you’re having issues adding or connecting business assets to your organization’s business portfolio.

Note: You need to have full control of the business portfolio to add business assets. Learn how to submit a request to get full control of a business portfolio if no one in your organization currently has full control of the business portfolio.

Click the dropdowns below to troubleshoot issues you may be having when trying to add a Facebook Page to your business portfolio.

Page is in a different business portfolio than the one selected.

This means the Page you’re trying to connect is in a different business portfolio. Each Page can only be in 1 business portfolio.

In this scenario, you can request shared access to a Facebook Page. You could also be added as a partner to the other business portfolio.

Note: To request access to a Page, your business must not be restricted from advertising by Meta.

Page is not connected to the Commerce Manager account.

You can connect business assets in Commerce Manager.

Learn how to troubleshoot issues with business assets for your shops.

You can’t log in

Find out how to recover your Facebook account.

Find out how to troubleshoot Instagram and business portfolio connection errors in Meta Business Suite.

Find out how to troubleshoot Threads and business portfolio connection errors in Meta Business Suite.

Click the dropdowns below to troubleshoot issues you may be having when trying to add an ad account to your business portfolio.

Learn what to do if you’re having issues creating a new ad account in your business portfolio.

Ad account is in a different business portfolio than the one selected.

This means the ad account you’re trying to connect is in a different business portfolio. Each ad account can only be in 1 business portfolio.

In this scenario, you can request shared access to an ad account. You could also be added as a partner to the other business portfolio.

Your business portfolio is not associated with this ad account.

This means the ad account you’re trying to connect is linked to a different business portfolio.

Ad accounts that have already been linked to a business portfolio can’t be moved to another one. If your ad account is owned by another business portfolio, then you can request access to the ad account or create a new ad account in your business portfolio.

It may be worth checking if the ad account has been added to any other business portfolios in your organization, if applicable. To do this, go to Home in Meta Business Suite, click the dropdown in the top left, then select any other business portfolio that may have been added to your organization. Then, go to Ad accounts in Settings for that business portfolio. If you can’t access this, then you may not have full control of this business portfolio.

Learn how to troubleshoot unrecognized activity on your ad account.

Personal ad account can’t be added to your business portfolio. Please select another ad account or create a new one.

Personal ad accounts can only be added to a business portfolio if they meet certain conditions. If necessary you can create a new ad account in your business portfolio.

Accounts with payment methods managed by a third party can’t be moved.

The ad account you’ve chosen is managed by a third party. Ad accounts managed by third parties can’t be moved by Meta. You’ll need to create a new ad account.

Click the dropdowns below to troubleshoot issues you may be having when trying to add a catalog to your business portfolio.

Catalog is in a different business portfolio than the one selected.

This means the catalog you’re trying to connect is in a different business portfolio.

Learn how to request to transfer a catalog into your business portfolio.

You can also request access to a catalog by going to Catalogs in Meta Business Suite Settings (if you can’t see this, then you may not have full control of the business portfolio), clicking Add, selecting Request access to a catalog and then following on-screen instructions.

You could also be added as a partner to the other business portfolio.

Catalog is not associated with the shop tied to your Page or Instagram Account.

Learn how to check which catalog is connected to your shop in Commerce Manager.

Catalog is already associated with a shop tied to a different Page or Instagram Account.

Learn how to check which catalog is connected to your shop in Commerce Manager.

You may need to update your payment method.

If your payment method is up to date, then your business portfolio has been disabled because it doesn’t comply with our Advertising Standards. You can request a review of this decision.

• Set up your Meta Pixel with a business portfolio
• Troubleshooting Meta Pixel error and warning messages
• Assign business assets to people in your business portfolio in Meta Business Suite

Once you create a business portfolio in Meta Business Suite, you can add people and assign business assets in Settings.

Within Settings, you can find the following:

• Users: Manage people, partners and system users.
• Accounts: Manage Pages, ad accounts, business asset groups, apps, Instagram accounts, Threads accounts, commerce accounts, Meta Pixels and WhatsApp accounts.
• Data sources: Manage catalogs, Meta Pixels, offline event sets, datasets, custom conversions, properties, event source groups, shared audiences, Page Structures and Business Creative Folders.
• Brand safety: Manage domains and block lists.
• Registrations: Manage news Pages.
• Integrations: Manage compatible third-party integrations.
• Payments: Manage payment methods and credit lines.
• Security center: Manage the two-factor authentication requirement, add a second person with full control of the business portfolio, start the business verification process, manage trusted email domains
• Requests: Manage invitations you've sent and see invitations from others.
• Notifications: Manage your notification settings.
• Business info: Manage your general business info.

• About users
• About accounts
• About data sources
• About Security Center
• About brand safety

Update your information

Business Apps let you to connect your business portfolio to a third-party platform on Meta Business Suite desktop. You can connect to a partner platform you're already using, or discover a partner service that solves business challenges. You can also connect and set up features like Meta Pixel and catalog. To get started:

1. Go to Meta Business Suite desktop.
2. Click All tools in the left menu and select Business Apps.
3. Select your Business App in the relevant category or find it in the search bar.
4. Click Connect.

You can access the third-party app from within Meta Business Suite desktop or from the third-party website. Learn more about connecting to Business Apps

The different types of Business Apps for Meta Business Suite include:

Allow customers to schedule appointments directly on Facebook and Instagram by connecting to these partner platforms. Examples include Appointments for Square and Acquity Scheduling. See all available appointments platforms in Business Apps.

Allow customers to make reservations on Facebook and Instagram by connecting to these partner platforms. Examples include OpenTable and Resy. See all available reservations platforms in Business Apps.

Sell products on Facebook and Instagram by connecting to these partner platforms. Examples include WooCommerce Integration and Cafe24. See all available ecommerce platforms in Business Apps.

Design Facebook and Instagram ads and posts by connecting to these partner platforms. Examples include Canva and Animoto. See all available creative platforms in Business Apps.

Understand how customers interact with your ads and optimize conversions by connecting to these partner platforms. Examples include Airtable Conversions Sync by Zapier Inc. and MailChimp Conversions Sync by LeadsBridge. See all available measurement and optimization platforms in Business Apps.

Sync contact information from your CRM by connecting to these partner platforms. Examples include Asana by Zapier Inc. and Emma Lead Ads Sync by LeadsBridge. See all available lead ads platforms in Business Apps.

Deliver your ads to the right customers by connecting to these partner platforms. Examples include Pardot lead Ads Sync by LeadsBridge and Airtable Custom Audiences by Zapier Inc. See all available ad targeting platforms in Business Apps.

Showcase your menu and manage online orders by connecting to these partner platforms. Examples include BentoBox and Ambassador. See all available food ordering platforms in Business Apps.

• About Business Apps in Meta Business Suite Desktop
• Connect to Business Apps in Meta Business Suite Desktop
• Disconnect Business Apps in Meta Business Suite Desktop

• About Business Apps in Meta Business Suite desktop
• Available Business Apps for Meta Business Suite desktop
• Disconnect Business Apps in Meta Business Suite desktop

Meta Business Support Home provides a centralized way to monitor and resolve issues you might encounter around compliance with our Meta Advertising Standards, Commerce Policies and other policies and terms. These terms and policies help protect against negative and potentially harmful experiences and ensure our platforms are a trustworthy place for people, organizations, and businesses.

In Business Support Home, you can:

• Review the status of your business portfolios, ad accounts, commerce accounts, catalogs and Pages.
• Address issues that may need attention due to not complying with our Advertising Standards, Commerce Policies, or other policies and terms.
• Learn what actions you can take if your account or Page has been disabled or restricted.
• Request a review of ads or assets that you believe may have been incorrectly rejected.
• View and track the status of any rejected ads or items from your product catalog.
• Review your feedback score.
• Contact support.

In the account overview of Business Support Home, you can see whether your accounts or business portfolios are disabled or have any advertising restrictions.

To see your account overview:

1. Go to Business Support Home.
2. Select the dates you want to review by clicking on the calendar icon at the top right of the page. You can choose from the last 14, 30, or 90 days.
3. Select the Outstanding tab in the Recent account issues section of your Account status overview to see current issues and actions you can take.
4. Select Resolved to see issues that have been resolved. You can then click on an account for further detail.

In your account overview, you can also confirm the validity of any emails, text messages, or phone calls you may get saying your business accounts have issues from someone who claims to be a Meta representative. Learn more about what to do if you get contacted by someone who says they’re a Meta representative.

• Facebook account: The status of your Facebook account impacts your personal ad account and access to certain features for managing advertising assets.
• Business portfolio(s): This is the central location for your business assets, such as Facebook Pages, Instagram accounts, ad accounts and product catalogs that you can manage together as a unified online business.The status of your business portfolios impacts the ad accounts, shops and business assets they own.

Learn more about advertising restrictions for Facebook accounts, Pages and business portfolios.

• Troubleshoot a rejected ad
• Troubleshoot a disabled or restricted account
• How to troubleshoot a disabled ad account due to payment failure
• About Advertising Restrictions
• About Page and professional profile demonetization

A business portfolio allows organizations to bring together Facebook Pages, Instagram accounts and other business assets so they can manage them in one place. It also allows them to manage the access and permissions of people who work on these assets.

In Meta Business Suite, there are 2 levels of access: full control and partial access. These levels apply to both business portfolios and business assets in a portfolio, such as Facebook Pages, Instagram accounts and ad accounts.

• Full control: This is the highest level of access people can have.
• Partial access: People’s permissions are limited to working only on the assets or tasks they’ve been assigned.

Giving people only the permissions they need to do their work helps keep business portfolios and business assets more secure. You can change someone’s permissions for a business portfolio or business asset at any time.

For detailed descriptions of what having full control of or partial access to a portfolio or asset entails, refer to the sections below.

People in your business portfolio can have full control or partial access. They can also be assigned advanced options for finance access.

Full control

People with full control (formerly the business admin role) can manage everything in the business portfolio. This includes settings, people, tools and business assets. They can claim or remove assets or people from the portfolio, manage access to shared assets and see all the assets in the portfolio. They can also delete the business portfolio and assign themselves an advanced option (advanced options aren’t included by default).

People with full control can be automatically assigned access to any business asset in the portfolio to allow them to complete a task, such as publishing an ad or updating payment information.

Partial access

• Basic: People with basic access (formerly the employee role) can work only on the business assets they’re assigned. This is the default access given when people are added to a business portfolio. People with basic access can view which people have full control of the business portfolio.
• Apps and integrations: People with apps and integrations permissions (formerly the developer role) can set up the Conversions API, monitor events, edit applications and create access tokens.

Advanced options

People can be given finance access in addition to their full control or partial access permissions.

People with finance access can either view or manage financial information for the business portfolio, such as transactions, invoices, account spend and payment methods.

Temporary access

You can choose to give people temporary access when adding them to a business portfolio.

Temporary access provides only basic access for a minimum of 3 days and a maximum of 75 days. Permissions will be automatically revoked when the access expires and the person will be removed from the business portfolio and any assigned business assets.

People can have full control of or partial access to a business asset. Note: They can have full control of a business asset without having full control of the business portfolio.

Learn more about business assets and their permissions.

Full control

People with full control of a business asset have all permissions available for that asset, including the ability to delete it. They can manage the access of people who are already assigned to the asset. And for certain assets (Pages, Instagram profiles, WhatsApp accounts, commerce accounts and catalogs), they can give access to people already in the portfolio, even without full control of the portfolio.

Note: People with full control of a Page (business tools and Facebook) can manage Page access through the business portfolio in Meta Business Suite and also switch into the Page to manage access on Facebook.

Partial access

People with partial access can complete specific tasks they’ve been assigned to work on, such as creating content, managing ads and responding to messages. You can assign or remove their permissions as needed.

Note: If you work for a partner business and have partial access to a shared asset, then you can only assign permissions for the specific tasks your business was assigned to people in your organization’s business portfolio.

• Add people to a business portfolio and assign a business asset
• Assign business assets to people in your business portfolio
• Change a person’s permissions for a business portfolio or business asset
• Remove people from a business portfolio
• Connect or disconnect your Instagram account and Facebook Page

People with partial access to a Page for business tools only can’t switch into the Page on Facebook, but they can use Meta Business Suite and Ads Manager to manage the features you give them access to. You can give people access to manage:

• Content: Create, manage or delete posts, any content on the Page. Protect your copyright content.
• Community activity: Review and respond to comments, remove unwanted comments and report activity.
• Messages and calls: Send and respond to messages and calls as the Page.
• Ads: Create, manage and delete ads for the Page.
• Insights: See how the Page, content and ads perform.
• Leads: Access and manage leads, including downloading leads, creating lead ads and more.

People with partial access to a Page for business tools and Facebook can switch into the Page and manage it from Facebook, Meta Business Suite and Ads Manager. You can give people access to manage:

• Content: Create, manage or delete posts, any content on the Page. Protect your copyright content.
• Community activity: Review and respond to comments, remove unwanted comments and report activity.
• Messages and calls: Send and respond to messages and calls as the Page.
• Ads: Create, manage and delete ads for the Page.
• Insights: See how the Page, content and ads perform.
• Leads: Access and manage leads, including downloading leads, creating lead ads and more.

Only people with full control can switch into the Page to manage everything, including:

• Settings: Manage and edit all settings, like Page info and the ability to delete the Page.
• Access: Give or remove people’s access to the Page or linked Instagram account, including others with full control.

At least one person must have full control over a Page for it to remain active. If there is no longer anyone with full control over a Page, it will be automatically deactivated and scheduled for deletion.

• How to give someone access to a Page
• How to remove someone’s Page access

The below articles may be a helpful starting point for setting up or managing your organization’s business portfolio, including adding business assets such as Facebook Pages, ad accounts, Instagram accounts, apps and data sources.

• About business portfolios
• Business portfolio assets and their task-based permissions

• Create a business portfolio in Meta Business Suite
• About Settings in Meta Business Suite
• Edit your information in Meta Business Suite
• Delete your business portfolio
• About Meta Business Support Home

• Add an Instagram account
• Add a Threads account
• Add an app
• Add an ad account
• Create a WhatsApp Business account on the WhatsApp Business Platform as a Solution Partner
• Create a catalog
• Set up your Meta Pixel with a business portfolio
• About data sources in your business portfolio
• Create a business asset group in Meta Business Suite
• Troubleshoot why you can’t add or connect business assets to your business portfolio in Meta Business Suite

• About connected business assets

• About business portfolio and business asset permissions
• Add people to a business portfolio and assign business assets
• Assign business assets to people in your business portfolio
• Change a person’s permissions for a business portfolio or business asset
• Remove people from your business portfolio
• About Page access

• Add partners to your business portfolio
• Share your domain with a partner

• Available Business Apps for Meta Business Suite Desktop
• Connect to Business Apps

• Add a payment method
• About monthly invoicing
• Apply for monthly invoicing
• View and manage monthly invoices

• About brand suitability on Facebook, Instagram, WhatsApp and Meta Audience Network
• About block lists
• About inventory filter

• When to verify your organization
• Verify your organization

This article covers how to add people to a business portfolio and assign business assets, as well as some troubleshooting advice.

You can add people to your organization’s business portfolio and assign business assets – such as an ad account, Facebook Page or Instagram account – in Meta Business Suite.

This is different to adding partners to your business portfolio.

Note: When people join a business portfolio, their name, work email address and the business assets they’re assigned will be visible to people with full control of the portfolio and to the people with full control of the assigned assets.

This article covers how to give people permissions to manage or complete specific tasks for business assets – such as Pages, Instagram accounts and ad accounts – that have been added to a business portfolio.

You can assign assets when adding someone to a business portfolio. The below instructions cover assigning business assets to people who are already in the business portfolio.

Note: If a partner (example: an agency you work with) shares a business asset with your organization, then you're limited to the specific permissions that your partner assigned. This may prevent you from giving someone full control of that particular business asset.

• To assign most business assets you need to have full control of the business portfolio.

  • For Pages, Instagram accounts, WhatsApp accounts, Commerce accounts and catalogs, you can assign people already in the portfolio access if you have full control of the asset.
• You need to add the business assets to your business portfolio before you can assign access. Learn how to add a Page, an ad account, an Instagram account or an app.
• Consider enabling two-factor authentication to help protect your business portfolio and assets from unauthorized access.
• Note: If your organization needs to regain full control of a business portfolio, you can submit a request.

There are 2 ways to assign business assets in Meta Business Suite.

• Assign assets: First choose a person, then assign them one or more assets. (You might do this after a new person joins your portfolio.)
• Assign people: First choose an asset, then assign people access to it. (You might do this after you add a new asset to your portfolio.)

To assign business assets to people in your business portfolio:

1. Go to Settings in Meta Business Suite.
2. Click People in the left menu.
   • If you cannot see People, then you may not have full control of the business portfolio.
3. Click the name of the person you want to assign assets to.
4. Click Assign assets near the top right.
5. Select the asset you want to assign.
6. Assign the person’s permissions.
   • Assign only the level of access that people need to complete their work.
7. Click Assign assets to grant access.

To assign people access to a business asset in your business portfolio:

1. Go to Settings in Meta Business Suite.
2. Select the type of business asset you want to assign from the left menu. Locate the specific asset you want to assign and select it.
3. Click Assign people.
4. Select the people you want to assign the asset to.
5. Assign the person’s permissions.
   • Assign only the level of access that people need to complete their work.
6. Click Assign. Then click Done.

Learn how to change or remove someone’s access to a business asset.

• Create a business portfolio
• Add people to a business portfolio and assign a business asset
• About business asset groups
• Add people to business asset groups

You can edit the permissions that people have to a business portfolio or business asset (examples: Facebook Page, Instagram account, ad account), provided you have full control of the business portfolio.

You can’t edit people’s permissions in Meta Business Suite if you have full control of a business asset but not the business portfolio.

Note: People with full control (business tools and Facebook) of a Facebook Page can switch into the Page on Facebook to manage access – this is different from managing access in the business portfolio in Meta Business Suite.

• You have full control of the business portfolio.

  • Learn how to submit a request to get full control of a business portfolio if no one in your organization currently has full control of the business portfolio.
• The person whose permissions you want to change (for either the business portfolio or the business asset) must be in the business portfolio.

To change a person’s permissions for a business portfolio in Meta Business Suite:

1. Go to Settings in Meta Business Suite for your business portfolio.
2. Click People in the left menu.
   • If you cannot see People, then you may not have full control of the business portfolio.
3. Click the name of the person whose permissions you want to change.
4. From here, you can:
   • Click Manage in the Business portfolio access section, make changes to the person’s permissions, then click Save.
   • Click Remove, then confirm you want to remove the person from the business portfolio.
   • Click Manage to the right of the business asset you want to change the person’s permissions for. Then, you can either make changes and click Save, or click Remove access and confirm you want to remove this person from the business asset.

You can also edit someone’s permissions to a business asset in the Accounts section in the left menu of Settings.

Note: If a partner (example: an agency you work with) shares a business asset with your organization, then you're limited to the specific permissions that your partner assigned. This may prevent you from giving someone full control of that particular business asset.

• About business portfolio and business asset permissions
• Add people to a business portfolio and assign business assets in Meta Business Suite
• Add partners to your business portfolio

You can remove someone from a business portfolio, provided you have full control of the business portfolio.

Removing a person revokes their access to the business portfolio and any business assets (examples: Facebook Page, Instagram account, ad account) they have access to.

Note: Removing people from a business portfolio is different to removing partners.

• You have full control of the business portfolio.

  • Learn how to submit a request to get full control of a business portfolio if no one in your organization currently has full control of the business portfolio.
• The person you’re removing is in your organization’s business portfolio. If you want to remove someone from a business asset that isn’t part of your organization’s business portfolio, learn how to:

  • Remove someone from a Facebook Page
  • Manage shared access on Instagram
  • Remove someone from your ad account in Meta Ads Manager
• Learn other best practices for keeping your business portfolio secure.

To remove someone from your business portfolio in Meta Business Suite:

1. Go to Settings in Meta Business Suite for your business portfolio.
2. Click People in the left menu.
   • If you cannot see People, then you may not have full control of the business portfolio.
3. Click the name of the person you want to remove.
4. Click Remove, then confirm you want to remove the person from the business portfolio.

Note: If someone else with full control of the business portfolio needs to approve the removal of this person, then they can do this in Requests in Meta Business Suite’s Settings.

Add your business’s Instagram account to your business portfolio to efficiently manage its activity and online presence in Meta Business Suite . If you want to add your Instagram account on the mobile app, follow these instructions.

• Make sure you have an Instagram professional account for your business.
• Make sure you have full control of the business portfolio. Learn how to submit a request to get full control of the business portfolio if no one in your organization currently has full control of the business portfolio.
• Make sure your Instagram account is not linked to another business portfolio. Each Instagram account can only link to one business portfolio. You’ll need to remove it from any existing portfolio before linking it to a new one. However, you can allow partners to manage your business assets by giving access to partners or adding your Instagram account to their business portfolio.

Note: Adding an Instagram account to your business portfolio doesn't automatically link it to a Facebook Page. Learn how to connect your Instagram account to a Facebook Page.

To add an Instagram account to your organization’s business portfolio:

1. Go to Meta Business Suite.
2. Click Settings on the left.
3. Click the arrow next to Accounts, and select Instagram accounts.
4. Click + Add.
5. Review and check the box to agree to our terms for connecting your Instagram account.
6. Click Add Instagram account.
7. A new window will open for you to enter your Instagram username and password. Then click Log In.
   • You may be asked whether you want to allow the use of cookies by Instagram. Read more about the types of cookies and how they work. Then click Decline optional cookies or Allow all cookies.
8. You may be asked whether you want to save your login info if you weren't already logged in. Click Save info or Not now.
9. You may be asked to set up your professional account if your Instagram is a personal account. Learn more about professional accounts on Instagram.
10. If you use two-factor Authentication, we’ll ask you to enter in your security code.
11. Click Confirm.

A confirmation message will appear once your Instagram account is successfully added. New campaigns and ad sets will automatically include Instagram as a placement, and you can link new ads to this account.

If your Instagram account is not successfuly added, troubleshoot possible connection errors.

Note: Only people with access to this Instagram account's ad accounts can use it to advertise.

Before removing an Instagram account from your business portfolio, disconnect the Instagram account from any linked Pages.

1. From Meta Business Suite desktop, click Settings.
2. Click the arrow next to Accounts, and select Instagram accounts from the dropdown menu.
3. Click the Instagram account you want to remove.
4. Click Remove next to the Instagram account name.
5. Click Remove to confirm.

Your Instagram account will be removed from your business portfolio. People with prior access to manage the Instagram account will retain their access.

• Assign business assets to people in your business portfolio
• Change a person’s permissions for a business portfolio or business asset
• Create an ad on Meta Business Suite desktop

You can add a Threads account to your business portfolio to efficiently manage people access and online presence in Meta Business Suite.

You'll need:

• An Instagram professional account.
• Full control of the business portfolio. If no one in your business has full control, submit a request.
• A Threads account set to public.

To remove a Threads account from your business portfolio on desktop:

1. Go to Meta Business Suite and click Settings on the left.
2. Below Accounts, click Threads accounts.
3. Click the Threads account you want to remove.
4. (Optional) Click View on Threads to check the Threads account.
5. Click Remove.
6. Review the notification about removing Threads account from your business portfolio, then click Remove to confirm.
7. When you see the confirmation message, click Done.

After removal, people in the business portfolio will no longer have access to manage the Threads account.

Once your Threads account has been added in your business portfolio, make sure your Threads and Instagram usernames match in order to:

• Run ads on Threads in Ads Manager using your Threads account.
• Cross-post to Threads in Meta Business Suite.
• Manage access and permissions for your Threads account.

Note: You can only update the user access and permissions settings for your Threads account in the associated Instagram account in the business portfolio.

If the usernames don’t match, any existing Threads ads will be paused and cross-posting to Threads will be disabled.

You can see if your usernames match in the Instagram and Threads apps. If they don’t match, you can update your Instagram username. When your usernames match, your ads will start again automatically and cross-posting will be available.

• Troubleshoot Threads and Meta Business Suite business portfolio connection issues
• Assign business assets to people in your business portfolio
• Change a person’s permissions for a business portfolio or business asset

This article explains how to add an app owned by your organization on Meta for Developers to your business portfolio, as well as how to request access to an app ID that’s owned by another organization. This is different to connecting a third-party app to your business portfolio.

You can add an app to your business portfolio and manage its activity, including advertising settings, in Meta Business Suite provided you have full control of the business portfolio.

If the app is owned by a partner (example: an agency you work with), then you can also ask your partner to share it with your organization.

• You need to have full control of the business portfolio.

  • Learn how to submit a request to get full control of a business portfolio if no one in your organization currently has full control of the business portfolio.
• You need the App ID for the app you want to add. This is found in the Basic settings page of the App Dashboard on https://developers.facebook.com.

To add an app to your business portfolio in Meta Business Suite:

1. Go to Settings in Meta Business Suite for your business portfolio.
2. Click Apps below Accounts in the left menu.
   • If you can’t see this, then you may not have full control of the business portfolio.
3. Click Add.
4. From here, you can click:
   • Create a new app ID: If you click this, then you are taken to Meta for Developers to create an app. If you cannot click Create a new app ID, then you will be prompted to sign up for Meta for Developers first.
   • Connect an app ID: If you click this, then you need to add the App ID (found in the Basic settings page of the App Dashboard on https://developers.facebook.com) and then click Add app.
   • Request access to an app ID: If you click this, then you need to add the App ID and then click Request app. Since you’re requesting access to an app ID that’s owned by another organization, you may need to ask this organization for the app ID.

If you connect or request access to an app ID, a request will be sent to the app owner to give your business portfolio ownership or access.

• Assign business assets to people in your business portfolio
• Available Business Apps for Meta Business Suite Desktop
• What to do if you can’t add or connect your business asset

If you want to add an ad account to your business portfolio in Meta Business Suite, you have 3 options.

• Create a new ad account: Use this option if you need a new ad account for your business.
• Claim an existing ad account: Use this option to claim an existing ad account and move it into your business portfolio.
• Request to share an ad account: Use this option if your business needs to use an ad account on behalf of another business. For example, you work for an agency, and the ad account belongs to a client. The account will remain in their portfolio, but access will be shared with your portfolio.

Once an ad account has been added to a business portfolio, you'll only be able to assign people access to manage the ad account through that portfolio. This can be done in Settings using either the Ad accounts tab or People tab. Note: Permissions assigned at the portfolio level override asset-level permissions.

• Close an ad account that's in a business portfolio
• Troubleshoot ad account creation issues
• Make a closed ad account active in Meta Business Suite

To access certain product and features, you may need to verify your business in Meta Business Suite to help us confirm that your business portfolio belongs to a legitimate business or organization.

Verifying your business helps:

• Ensure your business is a legal entity. Your business needs to be registered with local authorities and you’ll need an official phone number or mailing address for your business.
• Demonstrate you’re an authorized representation of your business. You’ll need to be able to receive a verification code sent to the phone number or email address of your business, or verify your business portfolio’s domain.

Verifying your business may also give you access to select advertising, developer, billing or spending options.

Note: Verifying your business in Meta Business Suite is different from Meta Verified for businesses and won’t give you a verified badge.

Not all businesses need to or have the option to complete verification.

Go to Security Center in Meta Business Suite for your business. You’ll see either Start verification or Ineligible for verification.

However, depending on the product or feature you want to access that requires you to verify your business, you may be emailed or notified from a platform other than Security Center to complete the verification process.

Use the dropdowns below to learn more about some common products or features you may want to use that may require verification. This may not be an exhaustive list.

Daily spending limit

Meta may allow some advertisers to increase their daily spending limit more quickly by completing verification.

Eligible developer features

Verification is required to obtain Advanced Access for any permission on Meta for Developers.

Meta Quest developers can also verify their organization from the Developer Dashboard.

Meta Business Partners (MBPs)

If you want your business to be a badged Meta Business Partner (MBP), then you must complete verification.

News Page index

Publishers who want to register their Facebook Page in the News Page Index must complete verification.

WhatsApp Business Platform

Businesses using the WhatsApp Business Platform may need to complete verification to access certain features.

Page transparency

Businesses that have a large audience in the United States or runs ads about social issues, elections or politics in the United States need to complete verification and claim responsibility for their Page. Learn more about Page transparency.

Agencies based in China

If you want to access accounts shared with your business portfolio, you’ll need to complete business verification. Learn more about business verification agencies based in China.

Shops

If you have a shop on Facebook or Instagram, you may be required to confirm your business identity in Commerce Manager.

Financial services Advertisers

Find out about verification requirements that may impact financial services advertisers.

Note: If you provide false or misleading information during your verification process, attempt to claim and verify a business you aren’t authorized to represent, or otherwise attempt to circumvent our verification review systems, Meta may prevent your business from being verified, remove your business's verification status or take additional action on the account.

• Verify your business in Meta Business Suite
• Troubleshoot issues with verifying your business in Meta Business Suite

You may need to verify your business in Meta Business Suite to access certain advertising, developer, billing or spending options. Learn more about when you may need to verify your organization.

• You can only start the verification process if your business portfolio is eligible for verification.
• You must have full control of the business portfolio.
• Depending on the product or feature you want to access that requires you to verify your business, you may be emailed or notified from a platform other than Security Center to complete the verification process. In this case, refer to that email or notification for instructions.
• If you use monthly invoicing to pay for ads, then you don't need to submit documentation for business verification. When you start the business verification process, you can fill out the form with your credit line information and submit it. If you don't see that option, make sure that the business portfolio you're trying to verify is linked to a credit line that you own, not one that is shared with another business.
• If you provide false or misleading information during the verification process, attempt to claim and verify a business you’re not authorized to represent, or otherwise attempt to circumvent Meta’s verification review system, Meta may prevent your business from being verified, remove your business's verified status or take additional action on the account.
• Verifying your business in Meta Business Suite is different from Meta Verified for businesses and won’t give you a verified badge.

To verify your business in Meta Business Suite:

1. Go to Security Center in Meta Business Suite.
   • If you cannot access this, then you may not have full control of the business portfolio.
2. Click Start verification.
   • If you see Ineligible for verification, then you don’t need to complete verification in Security Center. However, depending on the product or feature you want to access that requires you to verify your business, you may be emailed or notified from a platform other than Security Center to complete the verification process. In this case, refer to that email or notification for instructions.
3. Provide your business details, including the legal business name, address, phone number and website. Check that the details you enter exactly match the details of your legal business entity. Also make sure your business website loads and is HTTPS compliant.
4. Confirm your business details. If no matching record is found, then you can select My business isn’t listed or None of these match. In this case, you may be asked to upload official documents, such as a business license or articles of incorporation, to confirm the details you entered.
5. Choose a method (email, phone, text message, WhatsApp message or domain verification) to confirm your connection. To confirm via domain verification, follow these steps.
   • Learn how to edit your business details such as business phone number.
6. Confirm your connection, then click Done.

A decision on your verification submission may take up to 14 business days. You’ll receive a notification when the review is complete. If you receive confirmation that your business is verified, then no further action is needed. Learn what to do if your application was rejected.

Note: If you edit your business details, then you need to complete the verification process again.

• About business verification
• Troubleshoot issues with verifying your business
• Edit your business details

To help keep your business portfolio secure and protect your business and accounts from bad actors or unauthorized activity, follow these best practices and recommendations.

If you have full control of the business portfolio, you can go to the Security Center to see if you’ve been urged to take action on any of the following security improvements. You can also track the progress of completing these recommended tasks.

Remove inactive users

Bad actors often target inactive accounts in an effort to gain access to a business portfolio. Remove people who haven't logged into the portfolio within the past 90 days, especially those with full control of the portfolio. Learn more about how to remove people from your business portfolio.

Close or remove inactive ad accounts

Bad actors are more likely to target ad accounts that haven’t run ads within the last year. Close or remove ad accounts you no longer need. Note: Ad accounts can’t be deleted from the portfolio. Learn more about how to close an ad account that's in a business portfolio.

Remove users without two-factor authentication

People who don’t have two-factor authentication set up pose a security risk. Remove them from the portfolio until they have set it up using their Facebook account.

Remove users with public email domains

Bad actors often use public email domains to create email addresses anyone can get in order to gain access to a business portfolio. Remove users whose email addresses aren’t related to your business.

Limit number of users with full control of the business portfolio

Having too many users with full control of the business portfolio may pose a security risk. Limit full control to only those who need it, ideally 10 or fewer people.

Learn more about how to change people’s access to a business portfolio.

Add another review of your ads with peer approval

Bad actors often run unauthorized ads, and these ads may be published without requiring a peer review. To require a review by a trusted user before ads are published, set up ad account and domain security in peer approval.

Learn more about how to add a second review with peer approval

Remove users detected with possible malware

Malware is malicious software that could lead to harmful activity in a business portfolio. Remove people from the portfolio who may have malware on one of their devices.

Learn more about protecting your accounts from malware.

Review shared credit lines with suspicious activity

Bad actors may gain access to shared credit lines to run their own ads. Review your credit lines and the businesses they’re shared with. Remove any that have suspicious or unauthorized activity.

Learn more about billing and payments.

Here are some additional actions you can take to help make your business portfolio more secure.

Set up passkeys

Set up passkeys for every Facebook user in your business portfolio, particularly admins. Passkeys are a stronger, more secure two-factor authentication method than SMS codes, helping protect access to your portfolio settings.

Learn more about how to create a passkey to access your portfolio settings.

Avoid two-factor authentication issues

To avoid login issues with two-factor authentication:

• Use an authenticator app. Remember to back up your authenticator app in case you lose access to, or switch, your device.
• Set up multiple methods, including saving your recovery codes. This way you can still access your business portfolio, even if you lose one of the recovery methods.
• Update your phone number in your Facebook account settings after changing your mobile phone number to make sure you can receive security codes by text message or SMS.

Learn more about how two-factor authentication works on Facebook.

Make sure 2 people have full control of the business portfolio

It’s recommended (but not required) that 2 active people have full control of a business portfolio. Also known as “second admin approval,” this provides additional security by adding a second layer of approval to sensitive actions, such as requests to share credit lines or change the access of someone with full control of the portfolio.

Having more than one person with full control also ensures someone else has top-level access to the portfolio in the event that one of your accounts or business assets shows suspicious activity.

Learn more about how to change people’s access to a business portfolio.

Report suspicious or unauthorized activity

If you notice suspicious or unauthorized activity, contact our support team.

Audit people’s level of access

Perform an audit of people in your portfolio to make sure they don’t have more permissions than they need. People with full control of the portfolio can export a file with users’ permissions from the People tab in Meta Business Suite's Settings. You’ll also find information on when they were last active and whether they have two-factor authentication turned on. Note: People who have been invited to join your portfolio but have not yet accepted are not included in this report.

Learn more about how to download people permissions.

Monitor business portfolio activity

Review your business history, a file of important events that occurred in your portfolio, to look for any unauthorized activity, such as changes to portfolio details, business assets and people. You can download your business history from the People tab or Business info tab in Meta Business Suite's Settings.

Learn more about how to download your business history.

Before you begin

Turn on the two-factor authentication requirement

• You must have a business portfolio
• The intended partner must have a business portfolio.
• You can only share a verified domain. Learn more about how to verify your domain.

To share your domain with a partner's business portfolio in Meta Business Suite:

1. Go to Settings in Meta Business Suite.
2. Select the Brand Safety tab from the left navigation menu. Then select Domains.
3. Select the verified domain you want to share.
4. Click Assign partner.
5. Enter your partner’s business portfolio ID. The business portfolio ID can be found in the Business Info tab.
6. Select whether you’d like to give your partner Partial access or Full control of your domain.
7. Click Next.
8. Click Done to finish.

You should see your partner’s information under the Partners tab. You can stop sharing your domain with a partner at any time by clicking the trash icon and removing the partner.

• Manage ad link editing permissions

Meta Community Standards

Monetization Policies

Brand suitability controls

Learn more

Learn more

Learn more

You must own a Facebook app that's associated with your business portfolio to add system users. Learn how to add an app to your business portfolio.

To add a new system user:

1. Go to Settings in Meta Business Suite.
2. In the Users tab in the left sidebar, select System users.
3. Click Add new system user.
4. Give a name to the system user and click Create system user.
5. Assign assets such as your Pages, ad accounts and catalogs.
6. Click Generate new token.
7. Select your app and your permissions, then click Generate token.
8. Copy and save your token.

Remember, you can only share a token once. Each new system user requires a new generated token.

• About system users
• Developer documentation: System users

You must have full control of the business portfolio you want to delete.