Goal
To create a Meta Business Manager Suite and Meta ad account for your business
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SOP-010
Set up a Meta Ads Account
Create a Business Manager account and Facebook Ad Account for your business, to start managing all your Facebook Assets and sharing them with your employees securely
Type
SOPs · PDF
Execution time
10-15 minutes
Last updated
12 April 2025
Who does this
The business owner or the person responsible for paid advertising on his behalf
Length
13 pages
Ideal outcome
You will have a Meta Business Suite account ready to manage all your Meta assets and share them with your employees securely. You will have created your Meta ad account and set your Payment Method
Why it matters
Meta Business Suite allows you to efficiently manage multiple pages and ad accounts, while securely assigning roles to employees or contractors. With your Meta Ads account, you can launch targeted campaigns to reach a global audience—part of the over 3 billion active users across Facebook and Instagram in 2025
Before you start
You will need a personal Meta account, including Facebook and Instagram
Key steps 20 steps
What is inside 24 headings
1 Create a Meta Business Suite account 8
- Go to Meta Business Suite in your browser.
- Click “Create new account” on your right.
- You must log in if you have not logged in to your personal Meta or Facebook account. Sign up with a new Facebook account if you do not have an account yet.
- Enter your business name, your name, business phone number, address, and work email address. Click "Next".
- Review your settings and confirm your account.
- Check your email for the confirmation of account creation.
- In the email, click "Confirm now".
- Your Meta Business Suite is now created! After confirmation, you will be taken to your Meta Business Suite account. That's it!
2 Create a Meta ad account on Meta Business Suite 9
- On your Meta Business Suite homepage, click on “Settings” or the gear icon > “Ad accounts” > "+Add".
- Next, click “Create a new ad account”.
- Insert the details for your new ad account and click "Next".
- Select whether you are creating this ad account for your business or to advertise on behalf of another business and click "Next".
- Next, tick on the box below to agree to Meta's terms of service and advertising policies. Click "Create ad account". Those who have full access to this business portfolio will also be able to manage the ad account.
- Your ad account has been created! If you don’t have a payment method set up, you will want to do it now. Click on “Add payment info”.
- Make sure your "Location and Currency" is correct. Select your preferred time zone, then click on "Next".
- You can choose to fill up your tax details (optional). Select your preferred payment method, and then click on "Next."
- After successfully adding your payment details, you can now input your business address details. Click "Save".
3 Checking your Meta payment settings 3
- Go to your Meta ad account settings and click on "Settings” > "Billing & payment". This will lead you to a new tab on your browser.
- Next, click on “Payment methods”. Check if the payment method is showing the correct details. If it is blank, you may have to add it again by clicking on the “Add" button.
- That's it! If you now go to your Meta Business Suite homepage, you should now be able to see your new Meta ad account.
4 Share access with other people
The document 13 pages
The file is locked
It comes with the SOP Library.
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