The Ultimate Guide to Meta Business Portfolio

If you manage Facebook or Instagram accounts for your business, you’ve probably heard about Meta Business Suite and Meta Business Manager. You may have also come across the term Meta Business Portfolio.

But what exactly is the difference between these tools and terms? You’re not the only one feeling confused.

In this blog, we’ll break it all down and give you the essential guide for using Meta Business Portfolio to manage your social media assets efficiently.

What Is Meta Business Portfolio?

Think of Meta Business Portfolio as your social media command centre. It’s a free tool from Meta that lets you manage all your Facebook and Instagram assets in one place.

Here’s what you can do with it:

• Manage your Facebook pages, Instagram accounts and WhatsApp chats with Meta Business Suite
• Run ad campaigns with Ads Manager.
• Track audience behaviour with Events Manager.
• Manage your e-commerce store with Commerce Manager.
• Collaborate with team members, agencies and freelancers securely.

In short, it’s your one-stop shop for managing everything related to your business on Meta platforms.

And the best part? It keeps your personal Facebook account separate from your professional activities.

Why Use Meta Business Portfolio?

Here’s why Meta Business Portfolio is a game-changer for businesses:

For Business Owners:

• Centralised Control: Manage your business assets from a single dashboard.
• Team Collaboration: Easily add or remove team members and assign specific permissions.
• Secure Data: Share access without handing over passwords.
• Better Insights: Track performance metrics for your ad campaigns and organic content.
• Separation of Work and Play: Keep your personal and professional activities separate.

How Is Meta Business Portfolio Different From Meta Business Suite?

It’s easy to confuse Meta Business Portfolio with Meta Business Suite, but they serve different purposes:

• Meta Business Portfolio: Focuses on asset management and permissions. It’s where you manage your accounts, data and ad campaigns.
• Meta Business Suite: A front-end tool for creating and scheduling posts, responding to messages, and reviewing insights.

Pro Tip: Use both tools together to maximise your efficiency. Portfolio handles the “back-end” management, while Business Suite is great for day-to-day social media tasks.

How to Set Up Meta Business Portfolio

Setting up a Meta Business Portfolio is easier than you think! Here’s a step-by-step guide:

1. Create a Facebook Account

You’ll need a personal Facebook account to get started. Don’t worry, your personal account will remain separate from your business activities.

2. Go to Meta for Business

Visit the Meta for Business website and click “Get Started.” Log in with your Facebook account.

3. Enter Your Business Details

Give your business a name, add your email address, and verify it. Once verified, you’ll be taken to your Meta Business Suite dashboard.

4. Access Business Settings

Switch from Business Suite to Portfolio by clicking Settings > Business Settings. This will take you to the Meta Business Portfolio dashboard.

Key Features of Meta Business Portfolio

Once you’re set up, here’s how you can use the platform to manage your business:

1. Add Users and Partners

• Invite team members or freelancers under the Users tab.
• Grant either Admin (full control) or Partial Access (limited permissions).
• Add Partners (e.g. agencies) by sharing your Partner Business ID.

2. Manage Assets

Under the Accounts section, you can:

• Add Facebook pages, Instagram accounts, or WhatsApp profiles.
• Request access to a client’s assets if you’re a freelancer or agency.
• Organise everything into Business Asset Groups for better workflow.

3. Run Ad Campaigns

Use Ads Manager to create, track, and optimise ad campaigns. You can also assign billing information for each client to keep things organised.

4. Track Audience Behavior

Set up Facebook Pixels and Events to track how users interact with your website or app. This allows you to retarget them with more relevant ads.

5. Secure Your Account

Enable two-factor authentication to protect your account from unauthorised access. It’s a must for keeping your business assets safe.

Best Practices for Using Meta Business Portfolio

To get the most out of Meta Business Portfolio, follow these tips:

1. Enable Two-Factor Authentication: Keep your account secure.
2. Regularly Review Permissions: Remove inactive users to minimise security risks.
3. Organise Assets: Use asset groups to keep things tidy.
4. Follow Meta’s Rules: Avoid getting your account restricted by adhering to Meta’s guidelines for ads and content.

Let’s Chat

If you need help with your social media strategy, content ideas and best practices, account set up and/or social media training to maximise using Reels and other functionality, do get in touch.

And if you’re looking at social media advertising on Meta (for Facebook and Instagram) we can get that up and running for you too.

Read more about how we helping Ninja Arena with their social media strategy and social media ads leading to them seeing an increase in:

• 239% spike in Party bookings
• 103% increase in Mini Morning bookings
• 94% increase in Adult Session bookings