STEP 1 — Create Your Meta Business Portfolio
Go to business.facebook.com
If you're taken to a dashboard, you already have one — skip to Step 2
If not, click "Create Account"
Enter your business name, your name, and your business email address
Follow the prompts to complete setup
Once inside, click Business Settings (gear icon, bottom left)
Go to Business Info — copy your Business Portfolio ID (you'll need it later)
STEP 2 — Create an Ad Account
Inside Business Settings, click Accounts → Ad Accounts in the left menu
Click the blue "+ Add" button
Select "Create a new ad account"
Name it: [Your Business Name] — Ads
Set your currency to GBP and your correct time zone
Click "Create Ad Account"
When asked who it's for, select "My business"
You'll now see your Ad Account ID (looks like: act_123456789) — copy the numbers only
STEP 3 — Add Our Agency as a Partner
Still in Business Settings, click Partners in the left menu
Click "+ Add" → Select "Give a partner access to your assets"
Enter our Business Portfolio ID: 882001768086821
Click Next and confirm
STEP 4 — Assign Your Ad Account to Our Agency
Go to Accounts → Ad Accounts
Click on your Ad Account
Click "Assign Partners"
Select our agency from the list
Set permission to Admin
Click Save
STEP 5 — Assign Your Facebook Page to Our Agency
Go to Accounts → Pages
If your page isn't listed, click "+ Add" → "Add a Page" and search for it
Click on your Page → "Assign Partners"
Select our agency
Set permission to Admin
Click Save
STEP 6 — Find Your IDs
You'll need these for the form below:
Business Portfolio ID → Business Settings → Business Info
Ad Account ID → Business Settings → Ad Accounts (numbers only, no "act_")
Facebook Page ID → Business Settings → Pages → click your page → Page ID shown below the page name