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If you are going to structure your account safely from day one, start from Meta's own instructions rather than a third party's paraphrase, because this is the source of truth for how portfolios, ad accounts, pages, and people roles fit together. A clean business portfolio (assets owned by the business, roles assigned per person, not ads run from a personal profile) is the single biggest thing that reduces ban and lockout risk. It is dry, but it is the reference you keep going back to.
Create a Business Portfolio in Meta Business Suite
From Meta Business Help Center by Meta Reference help article
- Own your ad account and page inside a business portfolio, so losing one person does not lock you out of everything.
- Assign the least role each person needs (admin, advertiser, or analyst) instead of making everyone an admin.
- Keep this bookmarked as the canonical setup reference, since Meta updates the flow and third party guides go stale fast.
