Question

We already have a existing facebook business manager with our own sites, we want to create a section for agency clients, would you simply create a business portfolio within your existing fb business manager for the agency or create something completely seperate? 

Answer 1

While Facebook Business Manager doesn’t have a dedicated “Clients” section like an agency CRM, you can absolutely organize multiple client assets — it just takes a bit of setup.

Here’s how:

1. Request Access to Client Assets

   • Instead of creating new ad accounts, request access to each client’s existing Pages, ad accounts, Pixels, etc.

   • Go to Business Settings → Accounts → Pages/Ad Accounts → Add → Request Access.

2. Use Labels or Naming Conventions

   • Rename ad accounts or use consistent tags like ClientName - Ads to keep things tidy.

3. Create Separate People or Partner Roles

   • Assign team members to specific clients only, using People or Partners under Business Settings.

4. Use Business Portfolio (if available)

   • If you're part of Meta’s agency ecosystem, you might have access to Business Portfolio, which offers better client organization.

If you’re handling more than a few clients, consider applying for Meta Business Partner status — it gives you more tools to manage multiple client accounts in one place.