How to Create a Business Portfolio Account: Your Step-by-Step Guide

In today’s fast-paced digital world, managing multiple assets under one roof is crucial for agencies, brands, and businesses. That’s where a Business Portfolio Account (formerly called Business Manager) comes into play.

If you're wondering how to create a Business Portfolio Account, this beginner-friendly guide will walk you through the process and help you get started efficien

 What Is a Business Portfolio Account?

A Business Portfolio Account in Meta Business Suite is a central hub where you can manage:

• Multiple Facebook Pages
• Ad Accounts
• Instagram Accounts
• Pixels and Catalogs
• Permissions and User Roles
•  Why Use a Business Portfolio Account?

• Keep business and personal activities separate
• Manage assets for clients or multiple brands
• Assign and manage team access efficiently

 Benefits of Creating a Business Portfolio Account

 Centralized Control

Control all your marketing assets from a single dashboard.

Improved Security

Assign user roles and limit access to sensitive areas.

 Better Collaboration

Invite partners, agencies, and team members with specific permissions.

 Step-by-Step: How to Create a Business Portfolio Account:

Step 1 – Go to Meta Business Portal

Visit the official meta business suite.

 

 Step 2 – Click on ‘Create Account’

1. On the top right, click the Create Account button.
2. You’ll be asked to log in to your Facebook account.

Step 3 – Fill Out Your Business Info

Enter the following details:

• Business Name
• Your Name
• Business Email

Then click Submit.

Pro Tip:

Use a professional email like yourname@yourbusiness.com for credibility.

 Step 4 – Confirm via Email

Meta will send a confirmation link to your email. Click the link to verify and activate your Business Portfolio Account.

 Step 5 – Add Your Facebook Page(s)

Once your account is active:

• Go to Business Settings
• Click Pages > Add Page

You can claim or request access to existing pages.

Step 6 – Add Ad Accounts

• Click Ad Accounts > Add Ad Account
• Enter the ad account ID or create a new one

  Ready to run ads?

 Check out my  guide on How to Run a Profitable Facebook Ads Campaign

 Step 7 – Add People & Assign Roles

Invite team members:

• Go to Users > People
• Add their email and assign roles (Admin, Editor, Advertiser, etc.)

 Step 8 – Add Other Assets (Optional)

Depending on your needs, you can add:

• Instagram Accounts
• WhatsApp Business Numbers
• Pixels, Catalogs, and Domains

 Security & Settings Checklist

 Enable Two-Factor Authentication

Add an extra layer of protection for all team members.

 Use Business Verification

Get your account verified to access advanced ad tools and avoid restrictions.

 Manage Permissions Carefully

Regularly review who has access to what. Remove unused or risky accounts.

 To Conclude : Creating a Business Portfolio Account is essential for managing multiple assets, boosting collaboration, and securing your business operations on Meta. With just a few steps, you can unlock more efficient workflows and take control of your online presence.

 Frequently Asked Questions:

 Is a Business Portfolio Account free?

Yes, creating and managing a portfolio account is completely free.

 Can I have more than one Business Portfolio Account?

Yes, but Meta recommends limiting it to business needs to avoid confusion.

 Can I manage Instagram from the same account?

Absolutely. You can connect Instagram accounts and run ads or posts directly from Meta Business Suite.

 Is verification necessary?

It’s optional for basic usage, but recommended if you're running ads or working with clients.

 Ready to grow your brand efficiently. Set up your Business Portfolio Account today!

Thank  you