# How to set up a Meta business portfolio > Create a Meta business portfolio, add your Page, Instagram account and ad account, invite your team and lock it down. Exact clicks from Meta's help pages. - **Author**: Marxx - **Published**: 2026-11-15 - **Category**: Meta - **URL**: https://marxx.ai/library-guides/how-to-set-up-a-meta-business-portfolio --- Go to business.facebook.com, open the dropdown under **Home**, click **Create a business portfolio**, then enter your business name and email. Then add your Page, Instagram account and ad account, and invite your team. Steps follow Meta's help pages on [creating a portfolio](https://www.facebook.com/business/help/1710077379203657), [adding a Page](https://www.facebook.com/business/help/720478807965744), [adding an ad account](https://www.facebook.com/business/help/910137316041095) and [adding people](https://www.facebook.com/business/help/2169003770027706), checked 2026-10-20. ## Step by step 1. **Create it.** Log in at business.facebook.com with your Facebook profile. Click the dropdown below **Home** in the top left, then **Create a business portfolio**. 2. **Enter the details.** Use the public name of your business, with no special characters. Add your first and last name and a business email, then click **Create** or **Create portfolio**. You will get an email to confirm the address. You can personally create up to 2 portfolios. 3. **Add your Page.** Open Settings, click **Pages** under **Accounts**, click **+ Add**, then choose **Add an existing Facebook Page**. Enter the Page name or URL, click **Next**, agree to the terms and click **Add Page**. You need full control of the portfolio, and the Page must not belong to another person or business. 4. **Add your Instagram account.** If the Page is linked to an Instagram account, add that too. Open Settings, then **Instagram accounts**, and follow the prompts. 5. **Add your ad account.** Open Settings, then **Accounts**, then **Ad accounts**. Click **+ Add**, then **Create a new ad account**. Enter a name, time zone and currency, choose **My business**, agree to the terms and click **Create ad account**. 6. **Invite your team.** In Settings, click **People**, then **Invite people**. Enter their email, choose portfolio permissions, then choose the assets they can use. They must accept the invite. 7. **Lock it down.** Open Security Center in Settings. Require two-factor authentication for everyone, and add a second person with full control. 8. **Add agencies as partners.** Do not invite an agency as a person. See [how to give an agency access to your Meta ad account](/guides/how-to-give-an-agency-access-to-your-meta-ad-account). ## Facts that catch people out - A new portfolio can create only one ad account. Meta raises that to three once a campaign delivers and a payment is made. - An ad account you create inside a portfolio stays there for good. It cannot be deleted or moved to another portfolio. - Closing an ad account does not remove it from the portfolio, and it still counts toward your limit. - People get basic access by default. Give only the level each person needs. - Two-factor authentication is a requirement for portfolios 90 days or older (Meta Security Center page, checked 2026-10-20). - Pages and ad accounts can belong to only one portfolio. ## A worked example Say you are a founder with one Page, one Instagram account and a freelancer. You create the portfolio with your name and work email. You add the Page, the Instagram account and one ad account. You invite the freelancer by email with access to the ad account only, and not to the Page. You ask your co-founder to take full control as a second admin. If your own login is ever hacked, your co-founder can still get in and fix it. See [how to recover a hacked Facebook ad account](/guides/how-to-recover-a-hacked-facebook-ad-account). ## Mistakes to avoid - One person holding full control. If they leave or are locked out, nobody can fix it - Giving everyone full control - Using a personal profile that has weak security as the only way in - Creating a second portfolio by accident because you could not find the first If Meta limits what you can do in a new account, see [how to fix a restricted ad account](/guides/how-to-fix-a-restricted-ad-account). ## FAQ ### Is a business portfolio the same as Business Manager? Business Manager is the name many advertisers still use for it. Meta's help pages call it a business portfolio. See [what is Business Manager](/glossary/business-manager). ### Do I need a portfolio to run ads? A portfolio is Meta's place to manage your Page, Instagram account and ad account together, and to control who can use them. It is the route Meta documents for adding people and partners. ### Can I move an ad account to another portfolio? Meta says an ad account created in a portfolio stays there. You can share it with another business as a partner instead. --- - [More Meta articles](https://marxx.ai/library-guides/category/meta) - [All articles](https://marxx.ai/library-guides)