Meta Business Portfolio
Meta Ads onboarding
Set up Facebook and Instagram ads without password sharing. We need asset IDs, partner access, billing, domain verification, and tracking status.
Need from client
Business Portfolio ID
The Business ID lets us request partner access to assets instead of using personal login details.
Required assets
Page, Instagram, ad account, dataset
Campaigns need proper access to the Page, connected Instagram account, ad account, pixel/dataset, and verified domain.
Common blocker
2FA or restricted account
Meta often blocks access changes if admins do not have two-factor authentication enabled or the account is restricted.
Access flow
Fastest path to Meta access.
We prefer partner access through Meta Business settings.
- Confirm the Business Portfolio
Find the Business ID in Meta Business Settings > Business Info. - Confirm assets
Identify the Facebook Page, Instagram account, ad account, dataset/pixel, and domain. - TCM requests partner access
We send a partner request or provide our partner business ID for the client to add. - Client approves access
An admin grants access to the required assets and confirms billing is active. - Verify restrictions
Check Business Support Home for ad account restrictions, payment issues, disabled assets, or policy warnings.
Checklist
Meta access checklist.
Assets
- Business Portfolio ID
- Facebook Page URL
- Instagram handle and connection status
- Ad Account ID
- Dataset / Pixel ID
- Verified domain status
Admin checks
- Admin with 2FA enabled
- Payment method active
- No disabled ad account warnings
- No restricted personal profile warning
- Domain access available if verification is missing
Copy/paste
Message to send the client
Please send your Meta Business Portfolio ID, Facebook Page URL, Instagram handle, Meta Ad Account ID, and Pixel/Dataset ID. We will request partner access. Please do not send your Facebook password. Also confirm that the admin user has two-factor authentication enabled and that the ad account payment method is active.