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2.1 Invite People to a Business Portfolio

You can invite people to join your business portfolio and assign them assets to work on.

Before you begin

  • You must have full control of the business portfolio to add people and assign business assets.
  • Assign only the access level needed for each person to complete their work.
    By default, people are given basic access when added.
  • Business portfolio permissions override all other permissions.
  • Consider enabling two-factor authentication (2FA) to help protect the business portfolio and assets from unauthorised access.


Add People to a Business Portfolio and Assign Assets

To add people and assign business assets:

  1. Go to Settings in Meta Business Suite for your business portfolio.
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  2. Click People in the left menu.
    • If People is not visible, you may not have full control of the business portfolio.
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  3. Click Invite people (top right).
  4. Enter the person’s email address.
    • If inviting via Facebook account, the email must match the email used for their Facebook account.
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  5. Toggle Full Control to grant the user most permissions, or toggle Partial Access to restrict their access. Then click Next.
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  6. Select business assets and assign permissions for the person, then click Next.image.png
  7. SelectReview the business assets and permissions invitation, then click Invite.
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The invited person must accept the invitation. After joining, it may take a few days before all features are available.

Note:
If a partner (for example, an agency) shares a business asset with your organisation, permissions are limited to what the partner assigned. This may prevent granting full control of that asset.

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