How To Add Users Through Meta Business Portfolio

How To Add Users to Facebook Business Portfolio

If you are a business owner working with a digital marketing team, managing access to your Meta (Facebook, Instagram, etc.) assets is an important part of getting started. The best way to do this is through the Meta Business Portfolio (formerly Business Manager). This method helps you securely share access while keeping full ownership of your accounts.

This guide will walk you through the most effective ways to add users, ensuring smooth collaboration and preventing future access issues.

Why Use This Method

• Industry standard for working with marketing teams and vendors
• Provides access to Pages, ad accounts, pixels, catalogs, and integrations
• Helps avoid repeated access requests and setup delays
• Keeps your business accounts organized and protected

1. Add a Person (Under People) (Easiest)

1. Go to business.facebook.com.
2. Open Business Settings → People → Add People.
3. Enter the email address tied to the person’s Facebook login.
4. Select Admin Access (Full Control) — required for integrations and reporting.
5. Assign Assets:
   • Pages → check the Page(s) → grant “Admin access to Page.”
   • Instagram → check that Instagram → grant Admin access
   • Ad Accounts → check account(s) → grant “Manage Ad Account.”
   • Pixels / Data Sources → check pixel(s) → grant “Manage Pixel.”
   • Catalogs / Other Assets → if applicable, grant “Full Control.”
6. Click Invite. The person will receive an email to accept.

2. Add a Partner Business (Recommended for Ongoing Services)

• Go to Business Settings → Partners → Add Partner.
• Enter the Partner Business ID provided by the agency. (Business Name: Real Digital Marketing and Business ID: 724765951303512)
• Assign assets
  • Facebook Page → Grant Full Control
  • Instagram Account → Grant Full Access
  • Ad Account → Grant Manage Ad Account (if applicable)
  • Pixels / Data Sources → Grant Manage (if applicable)
  • Catalogs / Other Assets → Grant Full Control (if applicable)

Note: Partner access allows us to manage your assets without full ownership of your account.

Why This Setup Matters

Using the Meta Business Portfolio to add people or partner businesses establishes a secure and scalable foundation. This approach gives you full control over who can access your most important assets, from ad accounts to pixels, and ensures that your collaborations run smoothly. By setting up your permissions correctly, you’ll save yourself countless hours of frustration and keep your business assets protected.

Additional Resources:

For more resources, visit META’s Help Center, Add people to a business portfolio and assign a business asset