[Guide] How to Correctly Set Up Our Facebook Ad Account (Meta Business Suite)

[Agency GDT]

Hi Team / Everyone,

As we scale our marketing efforts for 2026, I wanted to share a streamlined guide on setting up a Facebook Ad Account correctly. Getting the foundation right—especially using the Meta Business Suite—is crucial to avoid account restrictions and ensure we have access to full tracking capabilities.

Based on the latest best practices from GDT Agency, here is how to get our workspace ready:

1. Create a Meta Business Portfolio

Don't run ads from a personal profile. We need a "Business Portfolio" (the parent container) to keep everything professional and secure.

• Link: Go to https://agencygdt.com/blog/how-to-set-up-facebook-ad-account/.

• Action: Click Create Account, enter the legal business name, and use a company email address.

• Crucial Step: You must verify the email immediately in your inbox, or Meta will block ad creation.

2. Set Up the Ad Account (The Right Way)

Once the portfolio is live, we need the specific account that handles the budget.

• Go to Settings > Accounts > Ad accounts.

• Select Create a new ad account.

• Warning: Double-check the Time Zone and Currency. These cannot be changed later without deleting the account and losing all our data history.

3. Assigning Team Permissions

To keep our account secure, we should only give the level of access needed:

• Ad Account Admin: Full access (Manager level).

• Ad Account Advertiser: Can create/edit ads (Standard team member).

• Ad Account Analyst: Can only see performance reports (View-only).

4. Essential Security Check

Meta has increased security for 2026. To prevent our account from being flagged or "shadow-banned":

• Turn on 2FA: Ensure every user has Two-Factor Authentication enabled in the Security Center.

• Backup Payment: Always link a secondary payment method (like a backup credit card) to prevent ads from pausing if a primary card expires.

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Quick Troubleshooting / Common Mistakes:

• Stop using "Boost Post": It limits our targeting. Always use Ads Manager for better ROI.

• Domain Verification: We need to verify our website domain in the "Brand Safety" section to ensure our tracking stays accurate.

If anyone runs into issues with "Account Restricted" messages or needs help linking the Instagram page, please reply to this thread so we can troubleshoot together.

Best,

GDT Agency