Giving someone access to your Facebook Ad Account or Business Manager can be risky if you don’t set permissions correctly. In this video, you’ll learn how to safely add someone to your Meta Business Portfolio without giving them ownership or full control.

If you're a loan officer or business owner running Meta Ads, this step-by-step walkthrough shows how to add a marketing assistant, team member, or agency to your account while protecting your assets. You’ll see exactly how to manage permissions, assign business assets, and prevent someone from accidentally deleting your page, ad account, or business portfolio.

This tutorial walks through the safest way to grant access inside Meta Business Manager, including when to use people access versus partner access.

What this video covers:
- How to safely add someone to your Meta Business Portfolio
- The difference between full control vs partial access
- How to assign access to your Facebook page, ad account, or Instagram
- Why you should review who has account access regularly
- When to add someone as a partner instead of a user

Managing permissions properly ensures your team can help run ads or manage content without risking your business assets.

If you’re running Meta Ads for your mortgage or lending business, learning these small but critical settings can save you from serious account problems.

If this video helped, subscribe for more tutorials on Meta Ads, Facebook advertising, and marketing strategies for loan officers. And let me know in the comments what topic you’d like covered next.

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