Set up a Meta Business portfolio
A Meta Business portfolio (formerly Business Manager) holds your ad account, Facebook Page, Instagram and pixel in one place. Here is how to set one up.
The short answer
A Business portfolio (formerly Business Manager) is your company's folder on Meta. It holds your ad account, Facebook Page, Instagram and pixel together – and it is how you give Pilgud access without sharing your personal Facebook account with anyone.
A Business portfolio (formerly Business Manager) is your company's folder on Meta. It holds your ad account, Facebook Page, Instagram and pixel together – and it is how you give Pilgud access without sharing your personal Facebook account with anyone.
Cost: Free. · Time: About 5 minutes, plus confirming your email.
Steps
1. Open Meta Business Suite
Go to business.facebook.com and log in with your Facebook account.
2. Create the portfolio
Click the drop-down menu below Home in the top left and choose Create a business portfolio.
3. Name it
Use the name your customers know – it is visible across Meta. Special characters are not allowed.
4. Add your details
Enter your first name, surname and a business email address. It is not shown to customers.
5. Confirm
Click Create. Meta emails you – open it and confirm the address. The portfolio is ready.
Watch out
- One person can create at most two portfolios. Check whether you already have one.
- Each asset (Page, Instagram, ad account, pixel) can belong to only one portfolio.
- Your contact details are visible to the people you add to the portfolio.
Stuck?
Email info@pilgud.com – a person answers.
Checked against
Menu names were checked against the platform's own help on 28.09.2026. Menus move; if yours looks different, look for the same words in the menu.
Written by
Jan Marten Sikkar is a co-founder of Pilgud. He leads strategy and advertising – the offers, the campaigns and the numbers behind them – for Pilgud’s clients and inside Pilgud Agent.
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