How to add Green House as a partner in Meta Business Suite

Connect to clients' Meta Business Suites.

Overview: Adding Green House as a partner to your Meta Business Suite grants us access to your Facebook and Instagram assets, allowing us to create posts, monitor engagement, run ads, and more.

There are multiple ways to get access (login credentials, adding a student as admin, etc.) — but we use partner access because it’s the cleanest and most scalable way to do it as an agency.

✅ Good (Best Practice): Client adds Green House as a Partner
❌ Avoid: Shared passwords, adding individual students as Page admins. We SHOULD NOT be creating business portfolios.

Key Terms (Definitions)

Business Manager (Business Account): This is the client’s official Meta “business hub.” It owns and manages business assets. We also have our own Business Manager where we manage all the partner accounts.

Business Portfolio: This is a sub-folder inside Business Manager that groups assets together (Page + IG + Ad Account). This is a way for business owners to organize their assets. Let's say I own two businesses I would want to have a business portfolio for each business to keep the assets organized. We should NOT be creating business portfolios for clients. It gets really confusing with the overall permissions it is best if they do it. Also it is not necessary for them to create a business portfolio they can also just assign us the assets.
Business Portfolios are a Helpful tool but, not required.

Assets (What we may need access to):

Facebook Page
Instagram account
Ad account (if running ads)

Partner: When you grant another Business Manager (Green House) permission-based access to assets. Partner access ≠ ownership transfer. Client keeps ownership.

People vs Partners (Quick clarification)

People = individual humans (tied to personal FB profiles)
Partners = other businesses (Green House’s Business Manager) - we need to be added as partners.

How to get Partner Access on Meta Business:

Step 1: Access Meta Business Suite

To complete steps 2-3, you will need to access your Meta Business Suite:

1. Navigate to Facebook and login with your company credentials.

2. Hover over your account icon in the top right of the screen. Click the drop down arrow and select Meta Business Suite.

Step 2: Grant Green House access to portfolio

The business can create a Business Portfolio and group all the assets in the portfolio or they can just assign us individual access to each asset.

To grant Green House partner access:

Navigate to your Meta Business Suite Settings page.
Click the Users drop down arrow and select Partners.
Click Add. Select Give a partner access to your assets.
Enter Green House’s ID (Partner business ID): 2639495756099788
Click next.
Please select all assets available and grant full control.
Click Save changes.

We can now see and help manage the business assets you have assigned to us.

Send this to the client:

Instructions for How to Give Greenhouse Partner Access

Best Practice: Have the client share their screen and walk them through these steps. If needed send them these steps.

https://docs.google.com/document/d/1O7Ew5hDlwIYGCC_Q21f7fwVBzQfd_-Gz1vswr3iHTwU/edit?usp=sharing

Additional resources:

Client facing: Ask a partner to share assets with your business: https://www.facebook.com/business/help/408759743051505?id=2190812977867143

Internal Info: Give a partner access to business assets in your business portfolio https://www.facebook.com/business/help/1717412048538897?id=2190812977867143

Step 3: Add William Green as a Person

Once we have access to the assets on our end we can add william green as a person and that will give us permission to post content.

Troubleshooting Scenarios/Questions:

Ownership Questions:

Do you have ownership of the Page?
Do you already have a Business Portfolio?/ Do you own the Business portfolio? - whoever created it owns it and they must transfer ownership.

Note: FB page ownership and Business Portfolio (with assets inside) ownership are not the same thing. Someone can have complete admin access to the page but not have access to the Business Portfolio.

Potential Issues:

simple:

Instagram is not connected to the Facebook Page
The Facebook Page is not owned by Business Manager
The Ad Account is owned by a personal profile
There are multiple Business Managers
An old agency still owns assets
The client is logged into the wrong Facebook account

A little more complex:

There are multiple Business Managers
Assets are owned by an old agency (Ownership transfer is required)
They see the pop-up “You do not have permission”