About business portfolio access

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

In Meta Business Manager and Meta Business Suite, you can give people access to your business portfolio and any business asset, such as a Facebook Page, Instagram account, ad account, app and Meta pixel.

To help keep your portfolio's assets and accounts more secure, only assign the access and permissions people need to do their work. You can change the level of access to your business portfolio and business assets at any time.

When you add people to your business portfolio, you can assign partial access or full control. You can also assign an advanced option.

Partial access:

• Basic: People with basic access (formerly the employee role) can only work on the tasks and business assets that you assign them. This is the default access assigned when people are added to a business portfolio.
• Apps and integrations: People assigned to apps and integrations (formerly the developer role) can set up the Conversions API, monitor events, edit applications and create access tokens.

Full control:

• Everything: People with full control of a business portfolio (formerly the business admin role) can manage everything, including settings, people, tools and business assets. They can also delete the business portfolio and assign themselves an advanced option, which isn't automatically included with full control.

Advanced options: People with advanced options can work on tasks assigned to them in addition to the access they have with full control or partial access.

• Finance: People with finance access (formerly the finance analyst or finance editor role) can view or manage financial information for the business portfolio, such as transactions, invoices, account spend and payment methods.
• Temporary access: People with temporary access are assigned basic access (and only basic access) for a minimum of 3 days and a maximum of 75 days. On the preset expiry date, access will be automatically revoked, and the person will be removed from the business portfolio and any assigned business assets. Note: This feature is currently only available in Meta Business Suite.

When you assign people to work on a business asset (such as an ad account, Facebook Page, Instagram account, Meta pixel or catalogue), you can give them partial access or full control of that asset.

Partial access:

Give people permission to complete specific tasks, such as the ability to create content, manage ads, respond to messages and view insights on a Page or Instagram account.

Full control:

Give people access to manage everything, including assigning access to other people, removing people from having access to a business asset and deleting a business asset.

• Change access and permissions for a business portfolio or business asset
• Add people to a business portfolio and assign a business asset
• Remove people from a business portfolio
• Keep your business portfolio secure with these best practices