A D P
Logo

How to Easily Create
and Manage a Facebook Business Portfolio?

Published Date ( June 14, 2026 )

Author: ADP Team

News Banner

Managing multiple digital assets across Meta platforms like Facebook and Instagram can become complicated when handled separately. To solve this problem, Meta introduced the Facebook Business Portfolio (formerly Business Manager) — a centralized system that allows businesses to manage all marketing assets in one place.

Whether you are a business owner, marketer, or agency, setting up a Business Portfolio is essential for running ads, managing pages, and controlling permissions professionally.

What is a Meta Business Account?

A Meta Business Suite, sometimes used interchangeably to refer to a Meta Business Portfolio, is where you keep and manage your Facebook pages, Instagram profiles and other business assets. It’s also where you can give and revoke user permissions for those assets. It's completely free to create a Meta business account with your personal Facebook account, whether you have an actual business or not. A Facebook Business Portfolio is a business management system provided by Meta that allows you to:

  • Manage Facebook Pages
  • Control Instagram accounts
  • Run and monitor ad campaigns
  • Track website activity using Pixel
  • Assign team roles and permissions

It acts as a central command center for all your marketing activities on Meta platforms.
 

Why You Need a Business Portfolio

Setting up a Business Portfolio is not optional for serious digital marketing — it is a requirement for structured growth.

1. You stay in control
Your Facebook Page, Instagram, and Ad Account are owned by your business — not an individual’s personal profile and not Blue River Digital.

2. Secure access
Instead of sharing personal logins, you grant permissions through Meta’s official tools. Access can be expanded, reduced, or revoked at any time.

3. Unlock full marketing tools
Boosting posts is limited. Business Manager gives access to full Ads Manager features: audience targeting, retargeting, A/B testing, advanced reporting.

4. Prevent lock‑out problems
If an employee who manages your Page leaves, your business still retains ownership of the Page and all ad history.

5. Build for growth

As your business grows (multiple Pages, Instagram accounts, Pixels), Business Manager centralizes and organizes everything.

Requirements Before You Start

Before creating your Business Portfolio, ensure you have:

  • A personal Facebook account
  • A business email address
  • Your business name and details
  • A Facebook Page (optional but recommended)
  • An Instagram business account (optional but recommended)

How to Create a Meta Business Account (Step-by-Step Guide)

Part 1: Setting Up a Free Meta Business Account

Step 1: Visit Meta Business Suite

Open your desktop browser and go to: business.facebook.com

Step 2: Log in or Sign Up

  • Log in using your personal Facebook account by clicking “Already have an account?”
  • Or choose “Sign up with Facebook” if you need to create a new account.

Step 3: Create a Business Page (if prompted)

If this is your first time using Meta Business Suite, you may be asked to create a Business Page. Click “Create a Business Page.”

  • If you don’t have a Facebook Page yet, create and optimize one before continuing.
  • If you already have a Page, you may need to verify your account to proceed.

Unable to Access Meta Business Suite?

If you see an error like “Unable to access Meta Business Suite with this account”, it usually means you must first create a Facebook Page.

  • Click “Create a Business Page” from the error screen
  • Complete the Page setup process
  • You can use a temporary or dummy Page if you’re not ready to finalize your business branding yet

Creating Your First Business Portfolio

A Business Portfolio helps you manage Pages, Instagram accounts, and ads in one place.

Step 1: Start Setup

Enter your:

  • Business name
  • Full name
  • Business email

Then click Submit

Step 2: Email Verification

Check your inbox and confirm your email address.

Once confirmed, your Meta Business Portfolio will be ready to use.

Part 2: Creating an Additional Business Portfolio

You can create multiple portfolios for different businesses or clients.

Step 1: Open Business Suite

Go to your Meta Business Suite dashboard and click your profile icon under the Meta logo.

Step 2: Create Portfolio

Select “Create a business portfolio.”

Step 3: Enter Details

Fill in:

  • Business Portfolio name (use your official business name)
  • Your full name
  • Business email (used for communication, not shown publicly)

Then click Create

Step 4: Add Assets (Optional)

You can add:

  • Facebook Pages
  • Instagram accounts
  • Other business assets

Or skip and add them later.

Step 5: Add Team Members (Optional)

You can invite others with different access levels:

  • People: Employees or freelancers
  • Partners: Agencies or external teams
  • System Users: API/software connections

Invited users will receive an email invitation.

Step 6: Confirm Setup

Review everything and click Confirm to finish.

Troubleshooting Access Issues

If you still can’t access Meta Business Suite:

  • Create a Facebook Page first
  • Then retry accessing Business Suite

This usually resolves the issue immediately.

Part 3: Creating a Meta Ad Account

Step 1: Open Ad Account Settings

Go to Settings → Accounts → Ad Accounts

Step 2: Add New Account

Click the “+ Add” button

Step 3: Create Account

Select “Create a new ad account.”

Step 4: Enter Details

Provide:

  • Ad account name
  • Time zone
  • Currency

Click Next

Step 5: Confirm Setup

Review terms and click Create Ad Account

Important Note

  • There is a limit on how many ad accounts you can create
  • Ad accounts cannot be deleted permanently, but they can be closed and reactivated later

Step 6: Add Payment Method

To start running ads, add a valid payment method when prompted.

Linking Other Business Assets

You can manage everything in one place:

Step 1: Open Settings

Go to Business Settings

Step 2: Choose Asset Type

Select from:

  • Pages
  • Ad Accounts
  • Instagram Accounts
  • Apps
  • WhatsApp Accounts

Step 3: Add Assets

Click “+ Add” and follow instructions

How to Delete a Business Portfolio

Step 1: Go to Business Settings

Open Business Info

Step 2: Delete Option

Click “Permanently delete business”

Step 3: Confirm Deletion

Review the warning carefully and click “Delete Portfolio”

⚠️ Note: You have 24 hours to reverse this action if done accidentally.

Official Info: Create a Business Portfolio in Meta Business Suite and Business Manager

How to Manage Business Portfolio Properly

Creating is only the first step. Proper management ensures long-term success.

1. Keep Assets Organized

Group Pages, Ad Accounts, and Pixels properly.

2. Control User Permissions

Only give access based on responsibility.

3. Enable Security Settings

Turn on:

  • Two-factor authentication
  • Login alerts

4. Regular Audit

Review:

  • Active users
  • Ad accounts
  • Connected assets

5. Monitor Performance

Use Ads Manager to track:

  • Engagement
  • Reach
  • Conversions
  • ROI

6. Avoid Multiple Portfolios

Stick to one main Business Portfolio unless necessary.

Common Mistakes to Avoid

Many businesses struggle due to setup errors:

❌ Using personal Facebook for ads
❌ Giving full admin access to too many people
❌ Not verifying business details
❌ Incorrect Pixel installation
❌ Creating multiple Business Portfolios

Benefits for Agencies Like Arya Digital Production

For digital agencies, Business Portfolio is extremely powerful.

It helps you:

  • Manage multiple clients efficiently
  • Run ads from a single dashboard
  • Collaborate with teams securely
  • Scale advertising operations
  • Maintain professional workflow

Conclusion

A Facebook Business Portfolio is an essential tool for modern businesses that want to scale their digital marketing effectively.It provides structure, security, and powerful advertising tools that help businesses grow faster.

At Arya Digital Production, we strongly recommend setting up your Business Portfolio correctly before running any Meta ads campaign.

FAQ

1. Is Facebook Business Portfolio free?

Yes, it is completely free to create and use.

2. Can I have multiple Business Portfolios?

Yes, but it is recommended to keep one main portfolio per business.

3. Do I need a Facebook Page to create it?

No, but it is highly recommended.

4. Can I remove people from the Business Portfolio?

Yes, admins can remove or change access anytime.

We'd be interested

in learning more about your project.