Business Portfolio Setup

As of now, the set up of your Business Portfolio is manual. You will edit the Business Portfolio using Meta Business Suite > Business Settings UI. The user performing these actions needs to be an admin on the Business Portfolio.

  1. Log into Meta Business Suite for your main Business Portfolio

  2. Navigate to Business Settings for the Business

  3. Create admin system user in Users > System users > + Add

    • Give the system user a descriptive name
    • Give the admin system user Admin role
    • Click on the admin system user
    • Click the “...” in the top right and select “Edit Info”
    • Give the system user Admin Financial Editor Role
  4. Navigate to Application Console > App Roles > Roles. Copy the system user’s id, add it as Admin

  5. Back in the system user management UI within MBS, click “Generate token” for the system user. Assign ads_management and business_management permissions

  6. Copy and save the access token for the admin system user

    • Do not expose or lose this token as it is essentially your application's identity to perform administrative API operations.