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SOP-253

Create An Instagram Account For A Business

Execution Time: 30–45 minutes (45–60 minutes if linking Facebook Page)

Type SOPs · DOC
Last updated 22 September 2025
Who does this Digital marketer or project manager with client authorization

Goal

Create and secure a client-owned Instagram Business account

Ideal outcome

A fully set up Instagram Business profile with 2FA enabled, optional Facebook Page link, and credentials handed off to the client

Why it matters

Establish an official presence quickly using vendor-native tools and secure it for future marketing

Before you start

• You need access to a client-owned email inbox used for sign-up. • You need the Instagram mobile app installed on a phone you can use. • (Optional) You need the client’s Facebook login that administers their Page for linking purposes

Key steps 28 steps

What is inside 34 headings

1 Create an Instagram account 4

  1. Open Instagram and tap "Sign up".
  2. Enter the client-owned email, create a password, enter full name and username, then tap "Sign up".
  3. Next, add your birthday and click "Next".
  4. You should have received the email verification code by now. Enter it and tap "Next".

2 Complete profile in Edit profile 5

  1. Go to your "Profile" and tap "Edit profile".
  2. Tap "Change photo" and upload the square logo. It is recommended to also update the bio description here (limited to 150 characters) with a value proposition plus a call to action.
  3. Next, click "See more in Accounts Center".
  4. Select the correct Instagram account and update "Name" and "Username" to the business name.
  5. Now, go to the Instagram app on your mobile phone and add the company website > "Profile" > "Edit Profile" > "Links" > "Add external link" > "Done". This can only be done on a mobile phone.

3 Switch to Professional (Business) 6

  1. Open the profile menu () and tap "Settings".
  2. Scroll down to "For professionals" > Tap "Account type and tools" > "Switch to professional account".
  3. Select "Business" and tap "Next" twice.
  4. Next, search and select the closest category that describes the business. You can change this later. Pick a clear, broad category if unsure. Click "Done" and then "Continue" to switch to a professional account.
  5. Now, provide the public business information, such as email, contact number, and location address > Click "Save" > "Done".
  6. By now, you should see "Professional dashboard" at the top of your profile. Click on it to view "Insights". That's it!

4 Enable 2FA in Accounts Center 6

  1. In "Settings", tap "See more in Accounts Center".
  2. Tap "Password and security" > "Two-factor authentication".
  3. Tap the Instagram Business account that you've just created.
  4. Select "Authentication app". This method is more secure and recommended.
  5. Next, scan the QR code, copy and enter the key in the authentication app.
  6. Now, your authentication app will generate a 6-digit code. Copy the code and then come back to Instagram to enter it. Click "Next" when complete. That's it, the set-up is now complete!

5 (Optional) Link Facebook Page in Accounts Center (if client provides access) 3

  1. In "Settings", tap "See more in Accounts Center".
  2. Tap "Profiles" > "Add accounts" > "Add Facebook account".
  3. Next, turn on "Connected experiences" > "Sharing across profiles" > "Add accounts". This enables sharing and business tools and accepts any permission prompts.

6 Handoff and sign out 4

  1. Save the username and password in the client’s password manager.
  2. Share the email used, birthdate, 2-factor authentication QR code, and backup codes securely.
  3. Ask the client to log in on their device and confirm access.
  4. Log out of Instagram on your device. Done!

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