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How to assign assets after adding someone to your portfolio

Added someone but they see nothing? Adding to a Business Portfolio doesn’t grant asset access. Here’s how to assign Pages and ad accounts to them.

If a new teammate is in your portfolio but reports they can’t see your Page or ad account, the fix is almost always the missing assignment step. Portfolio membership and asset access are deliberately separate in Meta’s model: being a member lets you exist in the portfolio; an assigned asset lets you actually work on it. Here’s how to assign each asset with the right access.

If your situation is actually …

Assign assets to a portfolio member

  1. Open the person under People

    In Meta Business Suite, go to Settings → People and select the teammate you added.

    Where: Meta Business Suite → Settings → People

  2. Assign a Page

    Open the Pages tab for that person, choose your Page, and turn on Full control or the specific tasks they need (Content, Messages, Ads, Insights).

    Where: Meta Business Suite → Settings → People → (person) → Pages

    Confirm: The Page lists under the person with the chosen access.

  3. Assign an ad account

    Open the Ad accounts tab, choose the ad account, and set their role — Advertiser to run ads, Admin only if they manage billing and people.

    Where: Meta Business Suite → Settings → People → (person) → Ad accounts

    Confirm: The ad account lists under the person with the chosen role.

    If this fails: Ad account not showing

  4. Have them refresh and confirm

    Ask the person to refresh Business Suite. The assigned assets should now appear for them.

    Confirm: The teammate can see and work on the assigned Page and ad account.

Common mistakes

  • Assigning the Page but not the ad account (or vice versa)

    Each asset is assigned separately. A person who can post but can’t run ads is missing the ad-account assignment.

    Why it happens: Page and ad-account access are independent grants.

  • Granting tasks the person can’t use without the asset

    Tasks only take effect on assets the person is assigned. Granting the Ads task without ad-account access leaves them unable to actually run ads.

    Already happened: Give ads-only access

Frequently asked questions

The assets were never assigned. Open their entry under People and assign the Page and ad account with the right access.

Delvia

Access issues are easier to prevent when roles, owners, and responsibilities are recorded clearly

Most access problems trace back to the same gap — no clear record of who has access, what role they hold, and what should happen when that changes. Delvia helps you keep that record so problems are visible before they become incidents.

Delvia is free on iPhone and Android. Keep a clear record of who has access to your accounts — and what to do when that changes — wherever you are.