Meta Business Help Centre

Add people to a business portfolio and assign a business asset

The Meta business account, sometimes called a Business Manager account, is being renamed to business portfolio. This change will appear gradually across Meta technologies.

People with full control of a business portfolio can add people to the business portfolio and assign them business assets to work on.

To help keep your accounts more secure, only assign the level of access and permissions that people need to perform their job. By default, people are assigned basic access when added to a business portfolio.

Learn more about best practices for keeping your business portfolios more secure.

Note: When people join a portfolio, their name, work email address and the business assets that they're assigned will be visible to people with full control of the portfolio and people with full control of the assigned assets.

Before you begin

Add people to your business portfolio

To add someone to your business portfolio and assign them a business asset in:

Business Manager

  1. Go to Business settings.
  2. Under Users, click People
  3. Click Add people.
  4. Enter the email address of the person you want to add. Click Next.
  5. Select the type of access that you want to assign. Click Next.
  6. Select the asset that you want to assign and choose the type of access. If assigning partial access, select the task that they need for their job. Click Invite.
  7. Review the invitation and click Send request. The person will receive an invitation to join your business portfolio via email.

Meta Business Suite

  1. Go to Settings.
  2. In the People tab, click Add people.
  3. Enter the email address of the person you want to add. Click Next.
  4. Select the type of access that you want to assign. Click Next.
  5. Select the asset that you want to assign and choose the type of access. If assigning partial access, select the task that they need for their job. Click Next.
  6. Review the invitation and click Send request. The person will receive an invitation to join your business portfolio via email.
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