How to Set Up Meta Business Portfolio & Why You Need it
“My organization already has a Facebook page. Why should we bother with Meta Business Portfolio?”
We can answer that question in two words: security and efficiency. Your Facebook page isn’t just a way of connecting with customers, it’s a business asset and needs to be fully under your control.
Setting up your own Meta Business Portfolio secures your page, giving you final ownership of all its content. It also unlocks a host of features that streamline your social media management and help you reach more people across Meta platforms.
Security & Governance
Meta Business Portfolio allows you to manage your Facebook and Instagram accounts from a central dashboard. Your company admin will be able to control who has access to this dashboard and what they can once they’re in there. As an admin, you’ll have full control of everything, from your Facebook Ads account to Instagram post creation and scheduling.
Using the Portfolio helps businesses keep personal profiles separate from their business page and ensures that your Facebook and Instagram accounts aren’t left in the hands of one employee. You can add partner agencies, invite and remove admins, and adjust your settings as needed when employees leave or are onboarded.
Efficiency
The beauty of Meta Business Portfolio is that you can run your Facebook and Instagram accounts together from one central dashboard. This hub provides tools to create ad campaigns, schedule posts, track your page analytics, and manage user permissions in a single location. Get it running perfectly and it will transform your marketing, saving you time, money, and a lot of headaches.
If you’re using other platforms, such as X or LinkedIn, you may want to look into a social media management tool like Buffer, Hootsuite, or my own favourite for multiple clients - Sendible. If you just have Facebook and/or Instagram, all you need is Meta Business Suite’s content planner to schedule everything.
How to set up Meta Business Portfolio
Creating your Meta Business Portfolio is easy. All you need are your company details and a few minutes to go through the following steps:
Click Create account
Enter a name for your business, your name and work email address and click Next
Enter your business details and click Submit
You’ll then need to claim ownership of your page in the Business Manager:
Log into your personal Facebook account and click your profile pic in the top right corner
Select your business page
Click your business profile pic in the top right corner
Navigate to ‘Settings & Privacy”, then select ‘Settings’
Click ‘New Pages Experience’, then ‘Page Transparency’
Go to ‘Claim this page’ and click ‘Manage’, then ‘Assign’
The last step is to connect your Facebook and Instagram accounts. by following these steps; then, add your Instagram account to your Business Manager.
Still lost? Ask the Meta experts!
Meta Business Suite Support offers answers to many basic questions if you’re running into issues with your account, but it’s not all that helpful when trying to resolve a specific roadblock.
I’m available to guide you through setting up your Meta Business Portfolio, customizing your Facebook page to your needs and business goals, and making sure everything operates smoothly. Get in touch today to see how I can help - especially if you are trying to regain control of a “lost” business account, which is something you absolutely can do in most cases; it just requires time and knowing what to do.
