Assets Split Across Portfolios on Facebook
A Facebook Page, its Instagram account and its ad account can each belong to a different business portfolio at the same time.
Is this your situation?
You manage a Page, an Instagram account and an ad account, and they do not all show up together in the same business portfolio. You want to know whether that split is a mistake or how these assets are organized.
What it is
A business portfolio brings together an organization's business assets, such as Facebook Pages, Instagram accounts and ad accounts, in one place. Each Facebook Page can only be in one business portfolio at a time. Each ad account can only be in one business portfolio at a time. An Instagram account can only be in one business portfolio at a time. A business portfolio also lets you manage the people who access those business assets from one place.
How Facebook handles this
- An ad account linked to a business portfolio can only be assigned access through that portfolio.
- If a Page is in a different portfolio than expected, you can request shared access to it.
- If an ad account is in a different portfolio, you can request shared access to it instead.
- You could be added as a partner to another portfolio to resolve a Page in a different portfolio.
- Ad accounts already linked to a portfolio can't be moved to another portfolio.
Side by side
| Asset | Portfolio limit | If split elsewhere |
|---|---|---|
| Facebook Page | Can only be in one business portfolio. | Request shared access to the Page. |
| Ad account | Can only be in one business portfolio. | Request shared access to the ad account. |
| Instagram account | Can only be in one business portfolio at a time. | Not stated by Facebook |
| Ad account, once linked | Access can only be assigned through that portfolio. | Not stated by Facebook |
| Catalog | Not stated by Facebook | A user could be added as a partner to another business portfolio to resolve this. |
Common mistakes
- You try to move an ad account already linked to a portfolio An ad account already linked to a business portfolio can't be moved to another one.Why it happens: You expect related assets to live together in one place.
- You try to add an ad account already in another portfolio You can't add an ad account to a portfolio if it's already in another one.Why it happens: You don't realize the account is still linked elsewhere.
- Overlooking shared access as the fix If an ad account is owned by another portfolio, you can request access to it.Why it happens: Requesting access is less visible than adding the asset directly.
Quick reference
| Question | Answer |
|---|---|
| You wonder if a Page can be in two portfolios. | No, a Facebook Page can only be in one business portfolio. |
| You wonder if an ad account can be in two portfolios. | No, an ad account can only be in one business portfolio. |
| You wonder if an Instagram account can be in two portfolios. | No, it can only be in one business portfolio at a time. |
| You see an ad account listed under another portfolio. | You can request shared access to that ad account. |
| You see a Page listed under another portfolio. | You can request shared access to that Page. |
| You want to assign access to a linked ad account outside its portfolio. | No, access can only be assigned through that portfolio. |
Frequently asked questions
Does having a Page, Instagram account and ad account in different portfolios mean something is broken?
Not stated by Facebook.
You want to move an ad account into the portfolio holding the Page.
Ad accounts already linked to a portfolio can't be moved to another portfolio.
What can I do if the Page is in a portfolio I don't manage?
You can request shared access to that Facebook Page.
What can I do if the ad account is in a portfolio I don't manage?
You can request shared access to that ad account.
Keeping track of who has access
Confusion builds when a Page, an Instagram account and an ad account sit in different portfolios with no shared view. Delvia gives you one place to see where each asset sits and who can reach it.
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