Business Portfolio Access via Joiyn

Request access to client Meta Business Portfolios (formerly Business Manager). Manage all Meta assets under one roof.

Included in Meta Suite

Get Portfolio Access

What You Get

Everything under one roof.

Centralised asset management

Access and manage all of your client's Meta assets from a single Business Portfolio. Pages, ad accounts, pixels, catalogs and Instagram accounts — all in one place.

Team member & permissions control

Add team members, assign roles, and control exactly what each person can access. Set granular permissions for ad accounts, pages, and other assets.

Cross-asset reporting

View unified reporting across all assets within the Business Portfolio. Compare performance across ad accounts, track page growth, and monitor pixel health from one dashboard.

How Clients Connect

Three steps to portfolio access.

Select Business Portfolio

Choose the Business Portfolio asset when creating your connect link in Joiyn.

Client authorises

Your client clicks the link, logs into Facebook, and grants access to their Business Portfolio.

Portfolio access live

You can immediately manage all assets, team permissions, and reporting within the portfolio.

All assets, one portfolio.

Your client authorises portfolio access and you instantly see every asset they own — pages, ad accounts, pixels, catalogs, and team members. No more chasing individual permissions.

Use Cases

Built for enterprise agencies.

Large account management

Manage enterprise clients with multiple ad accounts, pages, and pixels. Business Portfolio access gives you a single point of control for all their Meta assets.

Agency onboarding standardization

Standardise your client onboarding by requesting Business Portfolio access first. This gives you the foundation to manage every other Meta asset efficiently.

Multi-brand management

Handle clients with multiple brands or subsidiaries. Business Portfolio lets you organise assets by brand while maintaining centralised agency oversight.

FAQ

Common questions.

What is a Business Portfolio?

A Business Portfolio (formerly Business Manager) is Meta's top-level container for organising all business assets. It holds ad accounts, pages, pixels, catalogs, Instagram accounts, and team members. Think of it as the parent entity that owns and organises everything your client does on Meta.

What if the client doesn't have one?

No problem. Joiyn detects when a client doesn't have a Business Portfolio and can create one automatically during the connect flow. Your client just confirms the creation, and Joiyn sets up the portfolio with the correct business details.

Can Joiyn create one automatically?

Yes. If your client doesn't have a Business Portfolio, Joiyn's connect flow offers to create one automatically. The portfolio is set up with your client's business name and details, and you're granted agency access immediately after creation.

What permissions do I get?

You receive partner-level access to the Business Portfolio, which allows you to manage assets, run ads, view reporting, and add team members. You do not get ownership of the portfolio — your client retains full ownership and can revoke access at any time.

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