Meta Business Portfolio (previously Meta Business Manager) Help

Meta Business Portfolio (previously Meta Business Manager) Help

How to Create a NEW Meta Business Portfolio (previously named Meta Business Manager) and Add Pages/Accounts to it

Before you can engage with potential customers on Facebook and Instagram, make sure your profile is set up and verified in Meta.

What is a Business Portfolio?

A business portfolio allows organizations to bring their Facebook Pages, Instagram accounts, ad accounts, product catalogs and other business assets together, so they can manage them from one place with business tools such as Meta Business Suite and Business Manager. 

Before you start:

You must have a personal Facebook account. You'll use it to log into Meta Business Suite or Business Manager, where you can create your business portfolio.

If you are planning to add an Instagram account to your Business Portfolio, make sure you have the Instagram login information, it is linked to a Facebook page, and it is a Professional Instagram Account.

Step-by-Step Instructions:

  1. On your computer, go to business.facebook.com.
    1. If you already have access to Meta Business Suite, it will display the pages/portfolios you have access to from your personal Facebook account. Skip to STEP 4 if so!
  2. Click ‘Create an Account’
  3. Log into your personal Facebook account or sign up for one.
  4. Enter your business details
    1. Business Portfolio Name: You must have a personal Facebook account. You'll use it to log into Meta Business Suite or Business Manager, where you can create your business portfolio.
    2. Your Name
    3. Business Email: Meta will use this email to contact you about your Portfolio. It won’t be visible to your customers on Facebook.
  5. Click ‘Submit’ or ‘Create’ to make your Meta Business Portfolio. You’ll get an email asking to confirm your business email address.

Adding your Existing Facebook Page(s) to your Portfolio:

  1. On the left-side menu, click ‘Settings’
  2. Select ‘Pages’ underneath Accounts.
  3. Click the blue ‘Add’ button in the upper right-hand corner
  4. Select ‘Claim an existing Facebook Page’ from the menu
  5. Enter the Facebook Page name or URL and click ‘Next’
  6. Go through the remaining steps in the pop up modal to save the page to your Portfolio
    1. From here, you can add people to manage this Page who also have access to your Business Portfolio.
    2. Anyone who had access to the Page before it was added to your Business Portfolio will still be able to access and manage the Page unless you manually remove them.

Adding your existing Instagram Account to your Portfolio:

  1. In a different browser tab, be sure to log into your Instagram Account.
  2. On the left-side menu, click ‘Settings’
  3. Select ‘Instagram Accounts’ underneath Accounts.
  4. Click the blue ‘Add’ button in the upper right-hand corner
  5. Read and acknowledge the Instagram terms and conditions details in the popup message before proceeding.
  6. Walk through the Instagram steps to connect your Instagram account to your Portfolio.

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