Management guide
Best practices for managing a Facebook business and ads account
Creating the account is one afternoon. Keeping it safe, paid, and in good standing is a habit.
Short answer
Good account management comes down to four things. Keep ownership and full control with the business, and give everyone else only the access their job needs. Require two-factor login for the whole portfolio. Keep billing on a business payment method with a backup, and cap total spend with an account spending limit.
Then watch two screens. Business Support Home shows restrictions, rejected ads, and open issues. Security Center shows who has access and what needs fixing. Check both before you start a new campaign.
Leads are the part people forget. Meta keeps Instant Form leads for 90 days. Connect a CRM so every lead lands somewhere your team works. Growth Loop sends each form to Corefactors Lead Box and sends the good-lead marks back to Meta. It does not manage the account for you. You still own the portfolio, the ad account, and the bill.
Why management matters more than setup
Most ad account trouble is not a bad ad. It is a payment that failed on a weekend, a freelancer who still has full control, a login without two-factor, or a lead that sat in Meta until it expired.
Meta treats the whole portfolio as one business. A restriction on the ad account can stop the Page from advertising. A hacked login can spend your money on someone else's ads. A missed payment can pause a campaign that was finally working. None of that shows up in the ad itself.
If you have not created the account yet, start with how to create and set up a Facebook ads account. This guide is for what comes after.
Twelve habits that keep the account healthy
Keep ownership with the business
The business portfolio and ad account should belong to the business. Give full control to one or two people who work there. Agencies and freelancers get partner access, never ownership.
Require two-factor login for everyone
Turn on two-factor authentication for your own profile and require it for the whole portfolio in Security Center. Meta can restrict ad access when it is missing.
Give access by job, not by password
Add people inside the portfolio and assign only the Page, ad account, or leads access their work needs. Nobody should log in as you.
Review who has access every quarter
Remove people who left, partners whose contract ended, and old personal emails. Keep the list short enough that you can name everyone on it. Meta's security best practices cover the same checks.
Keep billing on the business
Use a business payment method in Billing & payments, add a backup method, and pay a failed charge the same day. Unpaid balances pause ads and can restrict the account.
Know when Meta charges you
Meta bills when spend reaches a payment threshold or at the end of the month, whichever comes first. The threshold starts small and grows with successful payments. Expect several charges a month early on.
Keep two brakes on spend
Each campaign has a daily budget. The account spending limit caps everything together. Review both when a campaign starts, ends, or changes.
Run one clear ad account
Name it after the business. Do not open extra accounts to escape a confusing one. Meta reads a cluster of new accounts as risk. Close ad accounts you no longer use.
Check Business Support Home weekly
Business Support Home shows restrictions, rejected ads, and open issues for the portfolio, the ad account, and the Page. Fix what it lists before it blocks delivery.
Follow the ad rules every time
Read Meta Advertising Standards once. Keep the ad, the Page, and the form honest and matching. Rejected ads and policy strikes follow the account, not the campaign.
Move leads out of Meta fast
Meta keeps Instant Form leads for 90 days. Connect a CRM so each lead lands where your team works, and set leads access so the right people can see them.
Write down the setup
Keep a note of the portfolio name, ad account ID, currency, time zone, payment method, and who has full control. You will need it when something breaks or when a person leaves.
Access: who should have what
Meta gives two levels inside a portfolio. Full control can change anything, including removing you. Partial access does one job, such as running ads, replying to messages, or reading leads. Read how Page access works before you hand it out.
- Owner or founder: full control of the portfolio. Two people at most.
- Person who runs ads: partial access to the ad account and the Page, with ads permission.
- Person who calls leads: leads access on the Page. Nothing more.
- Accountant: finance access in the portfolio, so they can see invoices without touching ads.
- Agency or freelancer: partner access through their own portfolio. Remove it when the work ends.
Never share a Facebook password. Never add someone by giving them your login. If Meta sees two cities using one profile, it may lock that profile, and the business with it.
Billing: keep the money side boring
Put a business card or bank method on the ad account in Billing & payments. Add a second method as backup. If the first one fails, Meta tries the backup instead of pausing your ads.
Meta charges when spend reaches your payment threshold or on the monthly billing date. A new account has a small threshold, so expect several small charges in the first weeks. Each successful payment raises the threshold.
An account spending limit is your own cap on the whole account. Set it when a campaign starts. Raise it on purpose, not by surprise. When it is reached, ads pause and the account stops spending until you change it.
Keep invoices. For India, the GST details on the ad account should match the business. Finance access in the portfolio lets an accountant pull them without touching a campaign.
Account health: the two screens to watch
Business Support Home lists the status of the portfolio, each ad account, and each Page. It shows advertising restrictions, rejected ads, and what you can do about them. If a restriction looks wrong, you can request a review from the same screen. Reviews usually take a couple of days.
Security Center sits in Settings. It flags people without two-factor, inactive ad accounts, and too many users with full control. Clear its alerts and the card disappears.
Common reasons an account gets restricted: unpaid balances, ads that break Advertising Standards, a login Meta thinks is compromised, missing two-factor, or several new ad accounts opened in a short time. All of them are easier to avoid than to appeal.
Ads and the Page: stay inside the lines
- Say what you actually sell. The ad, the Instant Form, and the Page should tell one story.
- Do not claim results you cannot show. Health, finance, and before-and-after claims get rejected most often.
- Pick a special ad category when the ad is about housing, jobs, credit, or politics.
- Keep the Page active and reachable. A dead Page under a live ad reads as spam.
- Fix a rejected ad instead of copying it into a new one. Repeat rejections follow the account.
Leads: get them out of Meta
Meta keeps Instant Form leads for 90 days. After that, they are gone. Downloading a CSV works for a day, not for a business.
Connect a CRM so each lead lands where the team works within minutes. Then set leads access so the people who call can see them and nobody else can.
Growth Loop sends each form to Corefactors Lead Box and sends the leads you mark good back to Meta, so the next campaign looks for people like them. Honest marks are part of account management too. They are what the ad account learns from. See the lead follow-up checklist for the calling side.
A monthly check
People
Open Settings, then People and Partners. Remove anyone who no longer needs access.
Security
Open Security Center. Clear every alert. Confirm two-factor is required.
Billing
Open Billing & payments. Check the payment method, the backup, and any failed charge.
Spend
Compare the account spending limit with what you plan to spend next month.
Health
Open Business Support Home. Read the account status and any rejected ad.
Leads
Confirm new leads reach the CRM within minutes. Download anything older than 60 days.
Put this on the first working day of the month, the same day you look at last month's spend and cost per qualified lead. Thirty minutes keeps most problems from becoming an appeal.
When something goes wrong
A charge failed. Pay it from Billing & payments the same day. Ads resume once the balance clears.
An ad was rejected. Read the reason in Business Support Home. Fix the ad or the Page. Request a review only if the reason is wrong.
Someone left with full control. Remove them in Settings, then People. If they were the only owner, submit an ownership request through Business Support Home with business documents.
A login was compromised. Change the Facebook password, turn on two-factor, remove unknown people and partners, and check recent ads and payment methods in the ad account.
Leads stopped arriving. Check leads access and the CRM connection. Then check that the ad account has a working payment method, no restriction, and that the form is still live.