Meta Business Portfolio Overview

Overview

Meta Business Portfolio is the central hub for managing all of your business assets across Meta platforms. It brings together Facebook Pages, Instagram accounts, ad accounts, pixels, catalogs, and more under one secure umbrella.

This tool is essential for keeping your business organized, secure, and scalable—whether you’re running ads, assigning permissions, or collaborating with partners.

Key Features of Meta Business Portfolio

Centralized Asset Management

• Connect all your Pages, Instagram accounts, ad accounts, catalogs, and pixels in one place.

User & Partner Permissions

• Assign access to team members or agencies with role-based controls (Admin, Employee, Partner).

Security & Verification

• Protect your assets by requiring Two-Factor Authentication (2FA).

• Verify your business to unlock advanced advertising and commerce features.

Collaboration at Scale

• Manage multiple brands, locations, or clients within one Portfolio.

• Keep assets separate while maintaining easy access.

Ownership & Control

• Assets are owned by the Portfolio itself, not individual admins.

• Provides long-term stability and prevents loss of access.

Why Use Meta Business Portfolio?

• Keep business and personal accounts separate.

• Securely manage who has access to what.

• Simplify collaboration with external agencies or partners.

• Ensure compliance and unlock Meta’s advanced features through business verification.

• Gain full visibility and control across assets without switching between accounts.

Getting Started with Meta Business Portfolio

Step 1: Access Meta Business Portfolio

• Go to business.facebook.com.

• Sign in with your personal Facebook login.

Step 2: Create Your Portfolio

• Click Create Portfolio.

• Enter your business details (name, email, and confirm your identity).

Step 3: Add Assets

• Facebook Pages

• Instagram Accounts

• Ad Accounts

• Pixels and Catalogs

Step 4: Assign People & Partners

• Invite team members and agencies.

• Set permissions by asset: Admin, Employee, or Partner.

Step 5: Secure Your Portfolio

• Require Two-Factor Authentication (2FA) for all users.

• Complete business verification to access higher ad limits and advanced tools.

Best Practices

• Always verify your business to avoid ad disruptions and unlock all features.

• Keep user permissions updated—remove access right away if someone leaves your team.

• Regularly review connected assets to prevent duplicates.

• Work directly from your Portfolio, not individual ad accounts or Pages, to maintain ownership and consistency.