Instructions – Meta Accesses

Meta, formerly Facebook Inc., is a technology company focusing on building social and virtual platforms. It owns social media networks Facebook and Instagram, messaging apps WhatsApp and Messenger, and develops products for augmented and virtual reality, like Oculus. Meta’s mission is to connect people and foster community online. Through its platforms, businesses can run targeted advertising, engage audiences, and build brand awareness. Meta offers tools for analytics, ad performance tracking, and audience insights, making it a powerful resource for digital marketing. The company is also investing in the “metaverse,” aiming to create immersive, interactive spaces for social and business experiences.

2 Factor Authentication

Two-Factor Authentication (2FA) adds an extra layer of security to Meta accounts by requiring a second form of verification beyond just a password. With 2FA enabled, users enter their password and then verify their identity via a code sent to their phone, an authenticator app, or security key. This reduces the risk of unauthorised access, as even if someone obtains a password, they would still need the second factor to log in. For Meta’s platforms, where personal and business data is often stored, 2FA is essential in preventing hacking, safeguarding user privacy, and ensuring account integrity in digital interactions.

2 FACTOR AUTHENTICATION: PROVIDE ACCESS INSTRUCTIONS:

• Click HERE to go to platform
• Ensure you’re logged in to your personal Facebook account
• Click on 2-Factor Authentication
• Choose an acocunt by clicking on it (go with Facebook).
• Select ‘authentication app’
• On your mobile device, download Google Authenticator or your preferred authenticaiton app. We do not recommend any other method.
• Follow the prompts which will include scanning the QR code on your computer screen with your phone.
• When you log in to your account for the first time or on a new browser, you will be asked to authenticate your account, you will need to do this by getting the code from your app (provided you have used this method).
• View instructions steps below

SEE 2 FACTOR AUTHENTICATION SETUP STEPS BELOW:

Facebook Page Ownership

A person or business manager account can own a Facebook Page by creating it or being assigned ownership by an existing Page owner. When a Page is created, the creator becomes its initial owner, with full access to settings and management options. For businesses, a Business Manager account can be set as the Page owner by requesting or assigning ownership within Meta Business Manager. This allows the business to control access and assign roles without using personal accounts. Ownership provides centralised management, enabling secure and efficient collaboration for advertising, analytics, and content management through Meta’s platform.

FACEBOOK PAGE OWNERSHIP: PROVIDE ACCESS INSTRUCTIONS:

First we want to know who owns your page. It can be an individual (not recommended) or it can be a Meta Business Manager account (recommended). To check this, go to your business page and:

• Switch in to your business page.
• Click on ‘switch’
• Click on ‘settings’
• Click on ‘page setup’
• Click on ‘page access’
• You will see a dashboard that lists:
  • ‘people with access’ if you can see your name listed here, an no ‘business portfolio’, this means people own your page (not recommended).
  • ‘business portfolio access’ – If there is a business listed here like the one circled in our screenshot, this means a Meta Business Manager’ owns your page (recommended) now go to ‘view the business manager platform’ in the below instrucitons.

• View instruction steps below

SEE FACEBOOK PAGE OWNERSHIP STEPS BELOW:

Meta Business Manager

Meta Business Manager is a free platform that enables businesses to manage their Facebook and Instagram assets, including Pages, ad accounts, and apps, from a single dashboard. It allows for the assignment of roles and permissions to team members, ensuring secure and organised access. Users can create and track advertising campaigns, monitor performance metrics, and collaborate with external partners without sharing personal login details. By centralising these functions, Meta Business Manager streamlines the management of social media marketing efforts, enhancing efficiency and control over digital assets.

META BUSINESS MANAGER: PROVIDE ACCESS INSTRUCTIONS:

Once we have established that a business manager account owns your page, we need to understand who has the ‘full control’ of the Business Manager account that owns the page.

• Click HERE to go to platform
• Ensure you’re logged in to the correct account. This should be your  legitimate persoanl Facebook account (do not create dummy accounts to manage your business).
• If you do not have access to a business manager account, it will go to an overview page and ask you to create one.
• If you do have access to a business manager account/s it will direct you to one of two dashboards. If you only own one, you will see the dashboard for your business immediately. If you own multiple, you will see a selection, choose the one you want to work on. If you don’t see your business listed, someone else has the admin access to it. They will need to complete these steps to check.
• Once you have access, you can ‘invite’ other people to work on your business and also give them access to your Meta assets including pages, ad accounts, datasets etc…
• Click on ‘account access management’
• Click on the top right + button
• Ensure you select the correct role before you save
• If you’re not sure that you have selected the correct property/account, you can see the stream ID number under settings >data streams >click on the data stream collecting data >view G-number here
• View instruction steps below

SEE META BUSINESS MANAGER STEPS BELOW:

Instagram Profile

Instagram is a social media platform focused on photo and video sharing, allowing users to create a personalised feed by following friends, influencers, and brands. Features like Stories and Reels enable diverse content formats, while hashtags and location tags increase reach and discoverability. With a strong visual focus, Instagram supports business growth by offering tools for engagement, insights, and advertising. Users can engage with content, fostering community and brand interaction. Owned by Meta, Instagram integrates with Facebook’s advertising system, providing detailed audience targeting and analytics, making it popular for personal expression and digital marketing.

INSTAGRAM PROFILE: PROVIDE ACCESS INSTRUCTIONS:

• Click HERE to go to platform
• Check your login credentials
• Provide your details to your agency (securely)
• Be ready to provide any codes required for 2 factor authentication
• Once they connect all of your assets, they will be able to provide the required accesss to you and your team.