Performance Marketer, Digital Marketing Consultant & Trainer from Calicut, Kerala

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How to give access to a Meta business portfolio (Meta Business Manager Before)

Social Media Marketing

In 2026, Meta has fully transitioned Business Manager into what is now called the Meta Business Portfolio. The process is similar to the old way but the interface is integrated directly into the Meta Business Suite.

Since you are the one managing the account, your client needs to follow these steps to give you access.

How to Give Access (Step-by-Step)

Step 1: Open Business Settings

The client needs to go to business.facebook.com/settings.

  • If they land on the general Business Suite, they should click the Settings (gear icon) at the bottom left, then click Business Settings (or “More Business Settings”).

Step 2: Add You as a Person

  1. Under the Users tab on the left sidebar, click People.

  2. Click the blue Invite People button.

  3. Enter your email address (the one you use for your professional Facebook account).

  4. Select Access Level:

    • Partial Access: Best for basic posting and ads.

    • Full Control: Necessary if you need to manage the Blue Tick (Meta Verified), billing, or adding other team members. I recommend Full Control for you to handle the Saudi account effectively.

Step 3: Assign Assets (The Most Important Part)

After clicking “Next,” a window will pop up asking which “Assets” you should manage. The client must select the following for you:

  1. Pages: Select the Facebook Page and toggle on Full Control (or all individual toggles).

  2. Ad Accounts: Select the specific Ad Account and toggle on Manage Ad Account.

  3. Instagram Accounts: Select the Instagram profile and toggle on all permissions.

  4. Pixels/Datasets: Essential for your “Leads/WhatsApp” campaigns to track results.

Step 4: Accept the Invite

  • You will receive an email from Meta. Open it and click Get Started.

  • Pro Tip: If you don’t see the email, tell the client to click on your name in the “People” tab and click Resend—they can then copy the “Invite Link” and send it to you directly via WhatsApp.

⚠️ Common Issues to Watch For

  • Two-Factor Authentication (2FA): Meta now requires 2FA to be turned on for everyone in a Business Portfolio. If you haven’t enabled it on your personal account, the invite might fail.

  • Pending Status: You won’t see the assets until you accept the email invite.

  • Business Verification: Since this is a Saudi client, Meta might ask them to “Verify the Business” (uploading their CR/Commercial Registration) before allowing you to run high-budget Lead Ads.

💡 How to “Request” Access Instead

If your client finds the above too confusing, you can request access from your end if you have your own Business Portfolio:

  1. Go to your Business Settings > Partners.

  2. Click Add > Ask a partner to share their assets.

  3. Enter your client’s Business ID (found in their “Business Info” tab).

  4. They will then get a notification to approve your request.