How to Create a Meta Business Portfolio
Overview
A Meta business portfolio (formerly Business Manager) groups your organization's Facebook Pages, Instagram accounts and ad accounts in one place, separate from anyone's personal profile. You manage it in Meta Business Suite, under Settings.
A business portfolio is optional for Social Cascade. To connect Facebook, you only need a personal Facebook profile with full control of your Facebook Page. A portfolio is useful when several people manage your Pages and ads, or when you want access to survive staff changes.
Before You Start
- A personal Facebook profile. Meta uses it to verify you and make you the portfolio's first admin. Your personal details aren't shown on your Page.
- Your organization's name and a business email address.
How to Create a Business Portfolio
- Go to business.facebook.com and sign in with your personal Facebook profile.
- Choose the option to create a business portfolio, and follow the prompts. 3. Enter your portfolio name (for example, your practice name), your name and your business email.
- Confirm your email address when Meta asks.
Meta's guide: How to create a business portfolio in Meta Business Suite.
How to Add Your Facebook Page
- In Meta Business Suite, open Settings.
- Under Accounts, open Pages and add your existing Page. If you don't have a Page yet, see Creating a New Facebook Page for Your Organization. When you name a new Page, use the name patients know your practice by. Pick a category that fits, such as "Pediatrician," "Dentist," "Primary Care," or "Veterinarian."
How to Give People Access
- In Meta Business Suite, open Settings, then People.
- Invite each person by email. 3. Choose their access to the portfolio: full control or partial access.
- Assign them the assets they need. For a Page, open Settings → Accounts → Pages, select the Page and use Assign people.
People who manage a Page through a portfolio may not appear in the Page's own access list. Their access comes from the portfolio.
To connect a Page to Social Cascade, the person connecting needs full control of that Page.
Troubleshooting
| Issue | Cause | Fix |
|---|---|---|
| My Page doesn't appear when I connect Facebook to Social Cascade | You're in the portfolio but haven't been assigned the Page, or you don't have full control of it. | Ask a portfolio admin to assign you the Page with full control (Settings → Accounts → Pages → Assign people), then connect again. |
| I can see the Page but can't connect it | Partial or task access isn't enough to connect. | Ask for full control of the Page. |
| My Instagram account is in the portfolio but isn't linked to the Page | Adding Instagram to a portfolio doesn't link it to a Page. | See How to Link Your Instagram Account to a Facebook Page. |
FAQ
Q: Do I need a business portfolio to use Social Cascade? A: No. You need full control of your Facebook Page, and for Instagram a professional account (Business or Creator).
Q: Is a business portfolio the same as Meta Business Suite? A: No. Meta Business Suite is the app. The business portfolio is the account inside it that owns your Pages, Instagram accounts and ad accounts.