Facebook Business Manager is now a business portfolio: how to set one up

Yes, in practice. Meta's help centre now uses the name business portfolio for the container that holds your business assets (Facebook Pages, Instagram and Threads accounts, ad accounts, catalogues, pixels) and the people who can work on them. Older guides, links and people still say Business Manager. The old role names have changed too: Meta's own pages say full control was "formerly the business admin role" and basic access was formerly the employee role.

A portfolio isn't something your customers see. It's how Meta knows the Page belongs to your business rather than to one person's profile. Meta says you need one to:

• Use Meta Business Suite.
• Enrol in monthly invoicing for ads.
• Run ads about social issues, elections or politics.
• Verify your domain.
• Create a publisher block list.

Sources: Meta Business Help Centre: About business portfolios, checked 14 October 2026; Meta Business Help Centre: About business portfolio and business asset permissions in Meta Business Suite, checked 14 October 2026

Meta says you can personally create up to two business portfolios, and there's no limit on how many you can belong to. That matters for agencies and freelancers: you don't need your own portfolio per client, because clients can add you to theirs. Meta's steps, using your Facebook profile:

1. Go to business.facebook.com and log in with your Facebook profile.
2. Click the drop-down menu below Home in the top left.
3. Click Create a business portfolio.
4. Enter a name. Meta says it should match your business's public name, because it's visible across Meta, and it can't contain special characters.
5. Enter your first name, surname and business email address. Meta uses this email to contact you; customers don't see it.
6. Click Create (or Create portfolio), then confirm your email address from the message Meta sends.

Source: Meta Business Help Centre: Create a business portfolio in Meta Business Suite, checked 14 October 2026

You need full control of the portfolio. When you add a Page, Meta says your business owns it, and people who already had access to the Page keep it. Each business asset can belong to only one portfolio, so if someone else's portfolio already owns your Page, they have to remove it first, or you request shared access as a partner. If the Page is linked to an Instagram account, Meta recommends adding that account too. Then:

1. Go to Meta Business Suite, then Settings.
2. Click Pages under Accounts.
3. Click + Add, then choose Add an existing Facebook Page. (You can also create a new Page here, or request shared access to a Page you don't own.)
4. Enter the Page name or URL and click Next.
5. Review the request and terms, tick the box, click Add Page, then Done.

Source: Meta Business Help Centre: Add a Facebook Page to your organisation's business portfolio in Meta Business Suite, checked 14 October 2026

Only someone with full control of the portfolio can add people. Meta's steps:

1. Go to Settings in Meta Business Suite for your portfolio.
2. Click People in the left menu.
3. Click Invite people in the top right and enter the email address the person uses for Facebook.
4. Click Next, choose their business portfolio permissions, then click Next.
5. Choose which assets (your Page, Instagram account, ad account) they can work on and with what permissions, then click Invite.

Source: Meta Business Help Centre: Add people to a business portfolio and assign a business asset, checked 14 October 2026

Meta has two levels, full control and partial access, for the portfolio and for each asset in it. Give people only what their job needs. New people get basic access by default.

Source: Meta Business Help Centre: About business portfolio and business asset permissions in Meta Business Suite, checked 14 October 2026

Settings is where the portfolio lives day to day. Meta lists these areas:

• Users: people, partners and system users.
• Accounts: Pages, ad accounts, Instagram and Threads accounts, WhatsApp accounts and more.
• Security centre: require two-factor authentication, add a second person with full control, and start business verification.
• Requests: invitations you've sent and received.
• Business info: your general business details.

Source: Meta Business Help Centre: About Settings in Meta Business Suite, checked 14 October 2026

Three habits prevent most lock-outs. Make sure two people you trust have full control, which Security centre is built for. Turn on two-factor authentication, which Meta recommends. And give everyone else partial access only.

Meta also warns that a Page in a portfolio needs at least one person with full control to stay active; if no one has it, the Page is deactivated and scheduled for deletion. Check this before anyone leaves the business.

Sources: Meta Business Help Centre: About Settings in Meta Business Suite, checked 14 October 2026; Meta Business Help Centre: Add people to a business portfolio and assign a business asset, checked 14 October 2026; Meta Business Help Centre: About Page access (Pages in a business portfolio), checked 14 October 2026

Zolyp is our product, so weigh this section with that in mind. A tidy portfolio means your Page is ready for any publishing tool to connect to. Zolyp publishes to Facebook Pages, and team members are unlimited on every plan, so a colleague or agency can help without sharing a login.

Zolyp plans the week across your content themes, writes the captions and designs the visuals against your Brand Brain (your tone, colours and rules, saved once), then schedules and publishes to Instagram, Facebook, LinkedIn, Google Business, X, TikTok, YouTube, Pinterest, and Threads. You review and approve the week, and Autopilot lets you hand off publishing theme by theme once you trust the output. Plans that create the posts start at $29 a month, with a 3-day free trial and no card required.