How to Access to Your Meta Business Portfolio

If I’m helping you with Facebook, Instagram, advertising, or social media marketing, I’ll need access to your business assets.

How you grant access depends on whether you have a Meta Business Portfolio.

Step 1: Open Meta Business Settings

Go to business.facebook.com/settings and sign in to your Meta account.

Step 2: Open People

In the left menu, click People.

Step 3: Invite a Person

Click Invite people.

Enter the email address I have provided.

Meta people

Step 4: Choose Access

Select the level of access I’ve requested.

If I’ll be managing your Facebook Page, Instagram account, or advertising, employee access is usually all that’s required.

Step 5: Assign Business Assets

Choose the assets you’d like me to manage, such as:

• Facebook Page
• Instagram account

Assign the appropriate permissions for each asset.

Meta Access

Step 6: Send the Invitation

Click Invite.

I’ll receive an invitation and accept it.

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