How to Set Up a Meta Business Portfolio for Your School
This is a step by step guide to setting up a Meta Business Portfolio (previously called the Meta Business Manager) for your school. The Meta Business Portfolio will enable you to schedule across both Instagram and Facebook at the same time in the Meta Business Suite, manage and access your Facebook business page and Instagram analytics, and any paid ad accounts. You can also add other people to help you run your accounts.
You can either watch the YouTube video below, or follow the step by step instructions below the video.
To access it, you’ll need a Facebook business page. If you don’t already have a Facebook business page for your school, you can follow the instructions for Setting Up a Facebook Page for Your School
Once you have created your Facebook business page, open it up and select your profile in the top left corner, scroll down and select ‘Meta Business Suite’.
To get to the main page we will be using, open Settings in the bottom left corner.
In Accounts and Pages you are going to link up all of your accounts by selecting ‘Add’ to and then ‘Add existing Facebook pages’. Search for your account and request access. This will link up your Facebook Pages, and you can do the same for your Instagram accounts.
Adding Other Members of Staff to Your School Meta Business Portofolio
It is good to give access to other members of staff in case something happens to you. To do this:
- Select the People panel on the left hand side and press ‘invite people’
- Find them by putting in their email address, click next
- Select what role you want them to have when managing the account, and what they have access to,
- Now you can review the invitation and send it off
You can now access all of your account pages from the Meta Business Portfolio and have others manage the account.