Portfolio access is not the same as asset access
Meta distinguishes access to a business portfolio from access to individual assets, such as an ad account. A person may need to be assigned the relevant asset and task-based permissions. Available labels and options vary by interface and asset.
See Meta's guidance on business assets and task-based access and business portfolio access.
Use the permissions the job needs
Full control and partial access are distinct settings. Agree which people, partner businesses and assets need access; avoid requesting broad control when task-based access is sufficient. Confirm exact options in the current Meta interface rather than relying on an older role label.
Security checklist
- Confirm the intended business portfolio and ad account identifiers.
- Use your own authentic business and personal account information.
- Agree who can manage campaigns, funding and access changes.
- Review assigned people and partners after onboarding and when staff change.
- Never share passwords, access tokens or two-factor codes.
- Document how access should be removed when an engagement ends.
Access does not establish ownership or special privileges
Agency-provided account access does not make you the owner of the supplier's account. It does not bypass Meta reviews or guarantee availability. Confirm responsibilities in your written engagement.
Prepare your application
Use the onboarding checklist and service overview. Do not send credentials in any enquiry.