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What are you trying to do on Meta today?

Pick your situation. You get the exact clicks, who has to do them (you, the client, or your CS lead), and what to check when Meta says no.

What does the client already have?

If you are not sure, ask the client to open business.facebook.com. If the only option they see is "Create a business portfolio", they have none.

A Facebook Page?

Their business Page, not a personal profile.

A Business Portfolio?

Also called Business Manager or Business Suite. Most small clients say "not sure".

An ad account already?

If they ever boosted a post, they have one attached to their profile.

An Instagram account?

We connect it only if we will publish or advertise there.

Another agency before us?

If someone else ran their ads or built the Page, they probably still own something.

A website or online shop?

Only then do we need a pixel (dataset). WhatsApp-only clients skip it.

Your route

Send the clientthe Konekte wizard at influenceup.mu/konekte/. It asks the same questions, in English or Kreol, and walks them through every client step on their phone. Your job is the last step: check the access arrived and get it assigned to you.

The words Meta uses

Who can do what

Task	Client	CM (you)	CS lead
Create their Business Portfolio	Yes, from their own profile	No. Guide them	No
Add their Page or ad account into their portfolio	Yes	No	No
Give InfluenceUP partner access	Yes (Partners screen)	Can send the request instead	Can send the request instead
Approve a pending partner request	Yes (Requests, Received)	No	No
Assign a client asset to a CM inside our portfolio	No	No	Yes (People, Assign assets)
Create an ad account in our portfolio	No	No	Yes, full control only
Connect WhatsApp, the pixel, Leads access	Yes, on their phone and site	No. Guide them	No
Add a payment method	Their card, yes	Never type a client's card	Per the boosting arrangement
Request a review of a restriction	On their assets	On your own profile	On our portfolio

Quick links

Find an ID

Our Business ID

614911427629287 (Influenceup Ltd). The client pastes this in Partners. Copy button lives in every partner step.

A client's Business ID

They find it in Settings, Business info, at the top. 15 to 16 digits.

An ad account ID

Ads Manager, click the account name top left: the long number is the ID. It is also in the address bar after act=.

A Page ID

Open the Page, About, Page transparency. Or paste the Page URL, Meta accepts it wherever it asks for an ID.