What is Meta Business Portfolio (and how to share access)

The Meta ecosystem of products and features are constantly changing. A few years ago, Facebook Business Manager got rebanded to Meta Business Portfolio, along with a shift of some features to what is now known as Meta Business Suite. That's the name of the entire platform that serves businesses and creators alike.

What is a Meta Business Portfolio, then?

Meta Business Portfolio allows businesses to manage all their Facebook and Instagram assets from one place, and control who has access to each of them.

For example, a local business might have:

• A Facebook business Page
• An Instagram business account
• Employees or a marketing agency helping them to manage content
• And perhaps, a Meta Ads account to run ads on Facebook and Instagram

Rather than sharing passwords and logging in and out of accounts, Meta Business Portfolio simplifies it all.

One dashboard with everything Facebook and Instagram, and the ability to add users and define roles.

🔗 Related article: The differences between Meta Business Suite and Meta Business Portfolio.

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With a Business Portfolio account, you can manage: 

• Access requests: You can control internal and external access in one place.

• Business Assets: Facebook pages, Instagram accounts, catalogues, and datasets can be organized efficiently under one entity.

• Ads: Advanced performance analytics make it easy to optimize your ads campaigns. 

💡 Pro tip: Don't have a Business Portfolio yet? We have a guide (with screenshots) on how to create a Meta Business account here.

Is Meta Business Portfolio the same as Facebook Business Manager?

Yes! Facebook Business Manager has since been renamed to Meta Business Portfolio. Most Facebook and Meta users have been automatically shifted to the new Business Portfolio view, but, you'll notice that Meta help articles still mention Business Manager.

What is going on?

It's no longer Facebook Business Manager, but Meta Business Manager. The current day Meta Business Manager is simplified view with much fewer features than Business Suite. While it still exists now, it might not be the case in future as Meta will transition all users to Business Suite. So it's a good time to learn about the new, improved features, and take some time to explore the range of free tools to grow your business and reach new customers.

🔗 Related article: How to switch from Meta Business Suite to Business Manager (and vice versa)

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How can I manage user access in Meta Business Portfolio? 

Business Portfolios make it easy to add people and manage permissions on the platform. 

There are three access levels you need to know about:

• People: Employees or freelancers.
• Partners: Marketing agencies or other external businesses
• System users: Software and servers. 

Those granted admin access will have full control over all assets, whereas those with partial access will have limited permissions. 

Find out more: How to Add Users

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How can I simplify access requests?

Manually granting access to Meta assets can be complicated and often time-consuming. 

Leadsie can simplify that process with just a single link!

All you have to do is share your unique link with your agency and BOOM!

Don’t believe us? Here’s how it works:

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Get access to client's Meta accounts in just a few clicks

Onboarding new clients each month the usual way?

Switch to automated access requests at your marketing agency with a free 14-day trial—no credit card needed.

P.S. And you get to keep the account connections after the trial ends! 🙌