Facebook Business Manager was created to help organisations separate business assets from personal Facebook activity and manage Pages, advertising accounts, people and permissions from one place. The principle remains important, but Meta’s terminology, interface and asset structure have changed substantially.
What many businesses still call Facebook Business Manager is now largely managed through Meta Business Suite, with the organisation’s assets held inside a business portfolio. You may still encounter older “Business Manager” wording in search results, help pages, URLs, integrations and conversations with agencies. However, a current setup should be understood in terms of Meta Business Suite, business portfolios, business assets, people, partners and permissions.
This is not just a cosmetic rebrand. Modern Meta administration can include Facebook Pages, Instagram and Threads accounts, ad accounts, datasets, pixels, catalogues, domains, apps and other connected assets. It also uses more granular access controls than the old distinction between “admin” and “employee”.
A well-configured business portfolio protects ownership, makes agency access easier, reduces dependence on one person and creates the foundation for reliable Facebook and Instagram advertising. A badly configured portfolio can leave an organisation locked out of its Page, unable to use its ad account, dependent on a former employee or uncertain about who owns its data.
This guide explains how the current system works, how to set it up and how to avoid the ownership and security mistakes that cause the most serious problems.
What Happened to Facebook Business Manager?
Facebook Business Manager is the legacy name widely used for Meta’s business asset and permissions system. Meta Business Suite is now the broader workspace for managing business activity, while a business portfolio is the container that brings an organisation’s assets and access arrangements together.
The distinction can be summarised as follows:
| Term | Current role |
|---|---|
| Meta Business Suite | The broader workspace used to manage business assets, content, messages, insights, leads, settings and access to specialist tools |
| Business portfolio | The organisational container that holds or connects Facebook Pages, Instagram accounts, ad accounts, catalogues and other business assets |
| Business assets | Individual resources such as a Page, Instagram account, ad account, dataset, catalogue, app or domain |
| Meta Ads Manager | The specialist platform used to create, manage and report on paid advertising campaigns |
| Events Manager | The platform used to configure, monitor and diagnose datasets, the Meta Pixel, Conversions API and other event sources |
| Commerce Manager | The specialist area for catalogues, shops and relevant commerce activity |
Meta Business Suite does not replace Ads Manager. Business Suite and the business portfolio organise the business, assets and permissions; Ads Manager is where advertising campaigns are built. Our updated Meta Ads Manager guide explains campaign objectives, ad sets, budgets, audiences, placements, creative and reporting.
What Is a Meta Business Portfolio?
A business portfolio is a central structure for managing an organisation’s Meta business assets. Meta describes it as a way to bring together assets such as Facebook Pages, Instagram accounts, Threads accounts, ad accounts and catalogues so they can be managed in one place.
Depending on the organisation and features in use, a portfolio may contain or connect:
Facebook Pages
Instagram professional accounts
Threads accounts
Meta ad accounts
Datasets and Meta Pixels
Product catalogues
Apps and system users
Verified domains
WhatsApp-related business assets where supported
People and partner businesses
Payment and finance permissions
The business portfolio should normally represent the legal organisation or operational business that owns the assets. It should not be created casually under the identity of whichever employee, freelancer or agency happens to be setting up the first campaign.
Individuals still access Meta business tools through authenticated accounts, but the business portfolio creates an organisational layer above individual access. This distinction is essential: staff can change, agencies can be replaced, and personal accounts can become unavailable, while the business must retain control of its assets.
Why Use Meta Business Suite and a Business Portfolio?
Protect Business Ownership
The organisation can hold and administer its core Meta assets independently of one employee or supplier. This makes it easier to retain control when a team member leaves or an agency relationship ends.
Ownership must still be configured correctly. Creating a business portfolio does not automatically transfer every Page or ad account into it, and adding the wrong asset to the wrong portfolio can create a difficult recovery process.
Give People Only the Access They Need
Permissions can be granted at portfolio level and asset level. A social media manager may need content and message permissions for a Page and Instagram account but no access to payment settings. A PPC specialist may need an ad account, dataset, Page and Instagram identity without needing full control of the entire business portfolio.
This least-privilege approach is more secure than making every user an administrator.
Work With Agencies Without Sharing Logins
An agency can be added as a business partner and assigned the necessary assets. The agency then manages its own staff access through its portfolio. The client does not need to invite every agency employee individually or share a personal Facebook login.
This is the recommended structure for professional Facebook and Instagram Ads management: the client owns its assets, while the agency receives revocable partner access.
Manage Several Assets From One Structure
A company may have several Pages, Instagram accounts, ad accounts, datasets, catalogues or regional brands. A portfolio provides a central view of which assets exist and who can use them.
Improve Security and Accountability
The portfolio provides controls for people, partners, permissions and security requirements. Meta can show business activity and access information, allowing full-control users to audit who can perform important tasks.
The security benefit comes from correct configuration—not simply from having a portfolio. A portfolio with one administrator, shared passwords and unrestricted former suppliers is not secure.
Support Tracking, Data and Commerce
Advertising now depends on more than an ad account. Website events may use a dataset, Pixel and Conversions API. Ecommerce campaigns may need a catalogue. Customer-list audiences require appropriate data access and permissions. A business portfolio connects these assets so they can be assigned to the correct people and ad accounts.
Our guide to Meta datasets explains how website, app, offline and CRM event data fit into Meta’s current measurement architecture.
Is Meta Business Suite Free?
Meta Business Suite and the basic business portfolio structure are free to use. There is no standard fee for creating a portfolio, organising assets or inviting people.
However, this does not mean the wider setup is cost-free. Businesses may still pay for:
Advertising expenditure
Agency or consultant management
Creative production
CRM, ecommerce and integration software
Conversions API or server-side tracking implementation
Meta Verified or other optional paid services
Third-party reporting, security or automation tools
The old claim that there are “no fees or hidden charges at all” is therefore too broad. The management interface itself is free; many activities and services connected to it are not.
Business Portfolio Ownership Versus Access
The most important concept in the entire setup is the difference between owning an asset and having permission to work on it.
| Relationship | Meaning | Appropriate use |
| Add or create an owned asset | The asset becomes associated with the organisation’s portfolio for management and ownership purposes | The business is the genuine owner of its Page, Instagram account or ad account |
| Request access | A portfolio asks to work on an asset owned elsewhere | A supplier or related business needs access without taking ownership |
| Partner access | One business portfolio shares selected assets with another portfolio | A client gives an agency access to advertising and supporting assets |
| Direct person access | An individual is invited and assigned portfolio or asset permissions | Internal employees and selected contractors |
These options are not interchangeable. If an agency adds a client’s asset as if the agency owns it, the client can become dependent on that agency portfolio. If an employee creates assets in an unrelated portfolio, ownership can remain with the wrong organisation after the employee leaves.
Before adding any existing Page, Instagram account or ad account, answer three questions:
Which legal or operational organisation genuinely owns this asset?
Is the current portfolio the correct permanent owner?
Does the person or agency need ownership, or only permission to work?
If the answer is uncertain, investigate the existing setup before clicking Add.
People, Partners and System Users
Meta distinguishes between different types of access relationships.
People
People are individual users invited to the business portfolio. They may receive partial access or full control at portfolio level and can then be assigned particular assets and tasks.
Internal staff are usually added as people. Selected long-term contractors may also be added directly, although partner access is often more manageable when the contractor operates through another business portfolio.
Partners
Partners are other business portfolios. This is normally the right structure for an agency, outsourced marketing provider or another company that needs access to selected assets.
The client shares only the required Page, Instagram account, ad account, dataset or catalogue. The partner business manages which of its own people can use those assets.
System Users
System users are non-human identities used by apps, servers and API integrations to access permitted business assets. They are relevant to custom integrations, Conversions API implementations and other technical systems.
System users should not be created as a workaround for human access. Their tokens and permissions require proper security, documentation, rotation and offboarding.
Partial Access Versus Full Control
Meta’s current permissions are more granular than the old “admin” and “employee” roles.
Full Control
Full control can include powerful administrative capabilities such as managing settings, people, partners and business assets. A person with full control may be able to grant or remove access and make changes that affect ownership and security.
Give full control only to a small number of trusted people who have a legitimate operational need. The business should normally have at least two trusted full-control users so it is not dependent on one account, but should not make the whole marketing team full-control users.
Partial Access
Partial access allows a person to work on selected business activities or assets without controlling the whole portfolio. Asset-specific permissions can cover tasks such as creating adverts, viewing performance, publishing content, responding to messages or managing leads, depending on the asset.
Use partial access by default and add permissions only when a person cannot perform an approved task without them.
Asset-Level Permissions
Portfolio access and asset access are related but different. Inviting someone to the portfolio does not necessarily give them every Page, ad account or dataset. After invitation, assign the specific assets and permissions required.
This two-stage structure is useful for security, but it also explains a common problem: a user can see the business portfolio yet still be unable to find the ad account or Page they need.
How to Set Up Meta Business Suite and a Business Portfolio
The exact menu names can change as Meta updates the interface, but the correct operational sequence remains stable.
1. Audit the Existing Meta Setup
Before creating anything new, identify:
Existing business portfolios
The current owner of each Facebook Page
The portfolio containing each ad account
Connected Instagram and Threads accounts
Existing datasets, Pixels and Conversions API connections
Catalogues, domains, apps and system users
Current full-control users and partners
Outstanding balances, restrictions or verification requests
Many businesses already have a forgotten portfolio created by a former employee or agency. Creating another portfolio can increase confusion rather than solve it.
Record the business portfolio ID, ad account IDs, Page IDs, dataset IDs and partner IDs. Asset names are not enough because several assets can have very similar names.
2. Create the Business Portfolio
If no suitable portfolio exists, create one in Meta Business Suite. Meta’s current process asks for business details and creates a portfolio from which assets and people can be managed.
Use the organisation’s real trading or legal information. Avoid naming the portfolio after a staff member, campaign or temporary agency. A clear format such as Company Name | Main Business Portfolio helps distinguish the permanent portfolio from test or regional structures.
Do not create multiple portfolios simply to organise campaigns. Campaign structure belongs in Ads Manager; multiple portfolios should reflect genuine organisational or ownership requirements.
3. Complete the Business Information
Check the organisation’s name, address, telephone number, website and other requested details. Make sure this information is consistent with the company’s official records and website.
Consistency becomes important if Meta asks the organisation to complete business verification. Differences in legal name, address or domain can delay the process.
4. Secure the Portfolio Immediately
Before inviting a wider team:
Require two-factor authentication for portfolio users
Encourage passkeys or authenticator-app protection where supported
Add a second trusted full-control person
Confirm that recovery emails and telephone numbers are current
Remove unknown or obsolete people and partners
Never share personal Facebook credentials
Meta provides a Security Centre within Business Suite and can require two-factor authentication across the portfolio. The company’s business portfolio security guidance also recommends removing people who have not set up appropriate protection.
5. Add the Facebook Page
In Business Suite settings, navigate to Pages and choose the appropriate option to add an existing Page, create a Page or request access.
Add an existing Page only when the business portfolio is the correct owner. If another business owns the Page and your organisation only needs to work on it, request access or use a partner relationship instead.
The person performing the action must have sufficient Page and portfolio permissions. If Meta reports that the Page is already owned by another business, do not create a duplicate Page. Identify the owning portfolio and resolve access there.
6. Connect the Instagram Account
Add the organisation’s Instagram professional account through Business Suite settings. Meta may require the Instagram login or confirmation of the connection with the associated Facebook Page.
Check that:
The correct Instagram account is connected
The intended Facebook Page and Instagram account are associated
The account is available to the correct ad account
Staff have appropriate content, message and advertising permissions
Do not use one employee’s personal Instagram credentials as the organisation’s only recovery route.
7. Add or Create the Ad Account
An ad account holds campaigns, billing configuration, payment activity and advertising history. You may be able to create a new ad account, add an existing account owned by the business or request access to an account owned elsewhere.
Before creating an ad account, check:
Portfolio ownership
Account currency
Time zone
Payment method and billing address
Country and tax information where required
Who will receive finance and advertising permissions
Currency and time zone should be treated as foundational settings, not casual preferences. Creating a replacement account later loses continuity and can complicate reporting.
Use particular care with an existing ad account. Meta states that once an ad account has been added to a business portfolio, access to manage it is assigned through that portfolio. An ad account in a portfolio cannot simply be deleted from the portfolio like an expendable campaign. Confirm permanent ownership before adding it.
Agencies should normally request partner access to the client’s ad account rather than add it as an agency-owned asset.
8. Add the Dataset and Pixel
Modern Meta measurement may organise website, app, offline and messaging event sources within a dataset. The Meta Pixel is commonly used for browser events, while the Conversions API can send server-side website or CRM events.
The correct people, partners and ad accounts need access to the dataset. Without this connection, an advertiser may see the ad account but be unable to select the correct event source or optimise towards the required conversion.
Validate the configuration in Events Manager. Check event names, parameters, match quality, diagnostics and deduplication between browser and server events. Our Meta Pixel guide explains browser tracking and retargeting, while the datasets guide covers the wider data architecture.
9. Add Catalogues and Commerce Assets Where Required
Ecommerce and dynamic product advertising may require a catalogue containing products, prices, availability, images and destination URLs. The catalogue must be connected to the appropriate data feed, Page, Instagram account, dataset and ad account.
Assign access according to role. A product-feed specialist may need catalogue permissions without needing full control of the portfolio or finance settings.
10. Verify the Domain Where Appropriate
Domain verification demonstrates control of a website domain within the business portfolio. Meta currently provides domain settings within the brand-safety area of Business Suite settings and supports verification methods appropriate to the setup.
Use a stable domain controlled by the organisation. Coordinate changes with whoever manages DNS, the website or tag management, and document the verification method so it is not accidentally removed.
11. Invite Internal Staff
Invite each person using their own identity and work email where possible. Assign partial access by default, then select only the assets and tasks needed.
A simple access model could be:
| Role | Typical access |
| Business owner or senior administrator | Full control, subject to strong security and governance |
| Paid-media manager | Ad account, Page advertising identity, Instagram advertising identity and dataset tasks |
| Organic social manager | Page and Instagram content, community and message tasks |
| Sales or lead-response team | Leads and messaging access where operationally required |
| Finance team | Relevant billing and financial permissions without campaign-editing access |
| Analyst | View performance and reporting access |
These examples are starting points, not universal rules. Apply the minimum permissions required for the actual responsibilities.
12. Add Agencies as Partners
Ask the agency for its business portfolio ID, then add it as a partner and assign the required assets. A Meta advertising agency commonly needs:
Ad account access
Facebook Page advertising permissions
Instagram account advertising permissions
Dataset or Pixel access
Catalogue access for ecommerce campaigns
Lead access for Instant Form testing or retrieval where needed
An agency does not automatically need full control of the client’s portfolio, finance administration or unrelated brands.
When the relationship ends, remove the partner and review any remaining individual users, apps, system users, tokens, CRM connections and catalogue feeds associated with the supplier.
13. Configure Payment and Finance Access
Add the correct payment method and confirm billing information. Give financial access only to people who need to view transactions, manage payment methods or handle invoices.
Set internal controls for:
Who may add or remove a payment method
Who receives failed-payment alerts
Who approves advertising budgets
Who checks account spending limits
How finance reconciles Meta charges with ad-account spend
Do not use an agency employee’s personal card as the permanent payment method for a client-owned ad account unless a deliberate and contractually documented arrangement requires it.
14. Complete Business Verification if Required
Business verification is a process through which Meta checks information about an organisation. It may be required for particular products, permissions, developer functions or risk reviews, but not every business will see the option or need to complete it immediately.
The process can require consistent business details, control of a domain or communication channel and official documents. Use the organisation’s legal information and documentation rather than trying several variations after a rejection.
Business verification is not the same as Meta Verified. Meta Verified for businesses is an optional paid subscription with its own eligibility, protection and support features. A verified business portfolio does not automatically mean the business subscribes to Meta Verified, and creating a portfolio does not guarantee enhanced human support.
15. Test Every Access Path
Do not assume that an accepted invitation means the setup works. Ask each role to confirm that it can access the required asset and perform the required task.
Test:
Ads Manager access and campaign visibility
Page and Instagram identity selection at advert level
Dataset and conversion-event selection
Catalogue availability
Lead retrieval and CRM delivery
Reporting access
Finance access where applicable
This catches asset-assignment gaps before a launch or urgent incident.
Where Are Custom Audiences Now?
The old article treated audience creation as a core Business Manager setup task. Audiences are now more naturally managed through Ads Manager’s Audiences area, although the source assets and permissions may be governed by the business portfolio.
Common audience types include:
Website Custom Audiences based on eligible dataset or Pixel events
Customer-list Custom Audiences created from permitted first-party data
Engagement audiences from Facebook and Instagram activity
App activity audiences
Video-view audiences
Lead-form audiences
Lookalike Audiences based on a suitable source
Retargeting and exclusion audiences
A Lookalike Audience is not simply “friends of fans”, as the original article claimed. Meta uses characteristics of a selected source audience to find other people predicted to be similar within the chosen location and configuration. The source should represent the kind of person the business wants more of, such as qualified customers rather than all historical leads.
Audience access depends on the underlying Page, Instagram account, dataset, app, catalogue or customer-data source. If an advertiser cannot create or use an audience, check both the source asset and the person or partner’s permissions.
Our Facebook Ads targeting guide explains broad, detailed, Custom and Advantage+ audience approaches. Separate guides cover Facebook remarketing and Lookalike Audiences.
Customer Data, GDPR and Audience Governance
The ability to upload a customer list does not mean every contact may lawfully be used for advertising. UK and European businesses should assess their lawful basis, transparency, data-processing arrangements, retention rules and objections before using personal data for Custom Audiences, measurement or CRM event feedback.
Operational controls should include:
Documenting which CRM segments can be activated
Excluding people who have exercised relevant rights or objections
Limiting fields to those required for matching
Protecting exports and deleting temporary files
Restricting who can create customer-list audiences
Reviewing Meta’s current customer-list terms
Maintaining appropriate privacy notices
Ensuring suppliers handle data under suitable agreements
CRM audience synchronisation and CRM conversion feedback are different data flows. Audience synchronisation changes who may be included in or excluded from advertising. Conversion feedback tells Meta that an advertising interaction later produced a qualified lead, opportunity or sale. A complete Facebook Ads CRM integration may use both.
Security Best Practices for Meta Business Portfolios
Require Strong Authentication
Require two-factor authentication for everyone and encourage passkeys or authenticator apps where supported. A compromised low-permission user can still expose business information or provide a route into connected assets.
Never Share Personal Logins
Every person should use their own authorised access. Shared credentials prevent reliable auditing and make offboarding unsafe.
Keep at Least Two Trusted Full-Control Users
One-person administration creates a recovery risk. Two trusted administrators provide resilience, but both must use strong security. Do not solve the single-admin problem by giving full control to numerous people.
Review People and Partners Regularly
Run a scheduled access review at least quarterly and whenever a person changes role, an employee leaves or a supplier relationship ends.
Check:
Full-control users
Partial-access users
Partner businesses
Asset assignments
System users and apps
Payment permissions
Dormant integrations
Unknown Pages, ad accounts or datasets
Meta may take action on inactive portfolio users, but the business should not depend on automatic inactivity controls as its offboarding process.
Protect Finance and Advertising Limits
Monitor payment methods, account spending limits and unusual campaign creation. Configure alerts and establish an incident procedure for unauthorised spend.
Document Ownership and Recovery
Keep an internal register of portfolio IDs, asset IDs, owners, administrators, partners, verification status and recovery contacts. Store this securely outside Meta so it remains available during an account incident.
Recommended Structure for Businesses and Agencies
The cleanest arrangement is usually:
| Party | Owns | Receives access to |
| Client business | Main business portfolio, Page, Instagram account, ad account, dataset, domain and catalogue | Its own permanent assets |
| Advertising agency | Its own agency business portfolio | Client assets shared through partner access |
| Internal employee | Nothing personally unless genuinely appropriate | Specific client portfolio assets required for their role |
| Technical integration | No human ownership | Selected assets through an app or properly controlled system user |
This makes offboarding straightforward. The client removes the agency partner; the client’s campaigns, history, data and ownership remain in place.
The alternative—building client assets inside the agency’s portfolio—may appear convenient initially but creates avoidable dependence. It can also make it difficult to transfer access when the client changes provider.
Common Meta Business Suite Problems
The Page Is Owned by Another Business
This often occurs when a former agency, employee or legacy portfolio added the Page. Identify the current owner before creating anything new. Request access, ask an authorised administrator to release or share the Page, or follow Meta’s recovery process if the controlling person has no legitimate ownership rights.
The Ad Account Cannot Be Added
The account may already belong to another business portfolio, the user may lack sufficient permissions or the portfolio may face an account-creation limit. Agencies should request access instead of attempting to claim a client-owned account.
A User Can See the Portfolio but Not the Asset
The person has portfolio access but has not been assigned the Page, ad account, dataset or catalogue. Review asset-level permissions.
The Dataset or Pixel Does Not Appear in Ads Manager
Check whether the dataset is assigned to the ad account and whether the person or partner has permission to use it. Then inspect Events Manager for ownership, connection and event issues.
Instagram Cannot Be Connected
The account may already be connected elsewhere, use the wrong account type, have an unresolved Page relationship or require fresh authentication. Confirm the intended Instagram login and existing portfolio ownership before repeatedly disconnecting assets.
The Business Verification Was Rejected
Check that the legal name, address, telephone number, website domain and documents match. Avoid submitting inconsistent variations. Use official documents that Meta accepts and ensure the person completing verification is authorised.
A Former Employee Has Full Control
Remove the person if another full-control user can do so. If nobody in the organisation retains sufficient control, gather ownership evidence and use Meta’s formal process for requesting full control of a portfolio.
The Ad Account Is Restricted
Business portfolio access and advertising eligibility are different issues. A correctly configured portfolio does not override ad-account, user, payment or policy restrictions. Review Account Quality, outstanding verification requirements and the specific reason shown by Meta.
The Agency Cannot See Leads
Ad-account access alone may not provide access to Instant Form leads. Check Page lead permissions, the CRM integration, form ownership and the agency’s assigned assets. Test with a sample lead before launching a campaign.
Business Portfolio Audit Checklist
Use this checklist when creating or reviewing a Meta setup:
The correct legal or operational business owns the portfolio
The business has recorded the portfolio ID and core asset IDs
At least two trusted people have full control
Full-control access is limited to genuine administrators
Two-factor authentication is required
Passkeys or secure authenticator methods are encouraged
Every person uses individual access rather than shared credentials
Former staff and suppliers have been removed
Agencies use partner access
Pages and Instagram accounts are owned by the correct organisation
Ad accounts use the correct currency, time zone and billing details
Existing ad accounts were not added to the wrong portfolio
The correct dataset and Pixel are assigned to the ad account
Browser and server events are validated in Events Manager
Catalogues and commerce assets are assigned correctly
Domain verification is documented where used
Customer-list and CRM data use has been reviewed for privacy compliance
Apps, system users and access tokens are documented
Business verification status is understood
Payment and finance permissions are restricted
Access is reviewed on a recurring schedule
An offboarding and account-recovery process exists
Frequently Asked Questions
Is Facebook Business Manager Still Available?
The name remains common and may still appear in older documentation, URLs and industry language. Meta now directs businesses towards Meta Business Suite and business portfolios for current business asset and permission management.
Is Meta Business Suite the Same as Ads Manager?
No. Meta Business Suite is a broader business-management workspace. Ads Manager is the specialist campaign platform used to create and optimise paid advertising.
Does Every Business Need a Business Portfolio?
A very small organisation can sometimes operate limited Page activity without a sophisticated structure. However, a business portfolio is strongly advisable when the company advertises, has more than one user, works with an agency, uses a dataset or catalogue, or needs the organisation to own assets independently of one person.
Can an Agency Create the Client’s Business Portfolio?
An agency can assist with setup, but the client business should control the permanent portfolio and retain trusted full-control users. The agency should normally receive partner access rather than become the sole controller.
Should Every Employee Have Full Control?
No. Most users should receive partial access to specific assets and tasks. Full control should be restricted to a small number of trusted administrators.
Does a Business Portfolio Guarantee Meta Support?
No. Support availability varies according to account, issue, region and Meta’s current support routes. Some paid products, such as Meta Verified for businesses, can include enhanced support, but merely creating a portfolio does not guarantee priority human assistance.
Can an Ad Account Be Moved Freely Between Portfolios?
No. Ad-account ownership and portfolio association should be treated as a long-term decision. If another business owns the account, request access rather than attempting to add it as your own.
Where Should Audiences Be Created?
Custom and Lookalike Audiences are generally managed through Ads Manager’s Audiences tools. The portfolio controls access to the Pages, datasets, apps, catalogues and other sources used to create them.
Final Thoughts
The modern version of Facebook Business Manager is not simply a convenient dashboard. Meta Business Suite and its business portfolio form the ownership, access and security layer beneath Facebook and Instagram marketing.
The most important principle is simple: the business should own its permanent assets, while employees and agencies receive only the access required to do their work.
Start by auditing existing ownership. Then secure the portfolio, add the correct Pages and accounts, connect measurement assets, assign limited permissions and document the structure. This creates a stable foundation for advertising, organic social media, CRM integration, first-party audiences and revenue measurement.
For further practical guidance, explore the One PPC Facebook Ads resource centre or speak to One PPC about auditing and managing your Meta advertising setup.