How to Use the Meta Business Portfolio Audit Prompt to Switch Agencies Without Losing Your Assets

Many brands discover who really owns their Facebook and Instagram setup only when they try to leave an agency. The ad account turns out to live in the agency's business portfolio, the pixel or dataset with years of conversion history belongs to them too, and former staff still have full control through personal accounts. The Meta Business Portfolio Access Audit and Agency Offboarding Plan: Asset Ownership Map for Pages, Instagram, Ad Accounts, Datasets and Catalogs, Full Control vs Partial Access Roles, Partner Removal, Two Factor Rules, and a Quarterly Review prompt walks you through an access audit and an offboarding plan, so you know what you own, what needs rescuing, and the safe order to remove access.

What the prompt produces

1. An asset ownership map for Pages, Instagram accounts, ad accounts, datasets, catalogs, and domains.
2. A rescue plan for anything owned in a partner's portfolio, including a new brand owned ad account and dataset when needed.
3. A people review with at least two trusted full control admins and everyone else on partial access.
4. A partner removal order that adds the new agency before removing the old one.
5. Security settings, including required two factor authentication and domain verification.
6. A billing check so the brand's own payment method is in place before campaigns restart.
7. A change log template to record every access change.
8. A quarterly review routine to keep access clean.

How to fill the inputs

AssetInventory lists every asset in Business settings and which portfolio owns it. Ownership is the most important detail, since a partner you remove keeps anything owned in their own portfolio.

PeopleList names everyone with access and their access level. Include former employees and agency staff who were added as people rather than through a partner relationship.

Partners lists agencies, freelancers, and tools, plus what is shared with each.

Trigger explains why you are auditing, such as an agency change, an employee leaving, a hacked account, or a routine review. The removal order depends on it.

Billing describes who owns the payment method on each ad account.

Reading the example output

The example is a bicycle shop switching agencies on November 1. The shop owns its Page and catalog, but the agency owns the ad account and the pixel dataset, and two agency staff sit in the portfolio with full control.

• The ownership map shows the risk clearly. Removing the agency would not return the ad account or the dataset.
• The rescue plan starts early. The shop creates its own ad account and installs its own dataset alongside the old one, so conversion history builds before cutover.
• A former employee is removed immediately, and agency staff are removed only after the new agency has working access.
• Partner removal follows a strict order: add the new agency, confirm a test campaign, then remove the old agency from each asset, then remove its staff, then remove it as a partner.
• Billing moves to the brand's own card before the new agency launches.

Tips for better results

• Run the audit before you announce an agency change, not on the last day.
• Export at least two years of ad results before losing access to an agency owned account.
• Use a shared brand email for the business contact so it does not leave with an employee.
• Keep at least two full control admins who are employees of the brand.
• Record every change in the log, with the date and the person who made it.

Mistakes to avoid

• Do not remove the old agency before the new one has confirmed access.
• Do not share login passwords as a shortcut. Use partner access and roles.
• Do not assume removing a partner gives you back their ad account or dataset.
• Do not trust exact menu paths from memory. Meta renames settings often, so check current help pages.

Who it is for

Small business owners running Facebook and Instagram ads, in house marketing managers, agencies onboarding new clients, and anyone cleaning up access after a security incident.

Related PromptDig links

Open the Meta Business Portfolio Access Audit and Agency Offboarding Plan: Asset Ownership Map for Pages, Instagram, Ad Accounts, Datasets and Catalogs, Full Control vs Partial Access Roles, Partner Removal, Two Factor Rules, and a Quarterly Review prompt and list your assets to build your audit and offboarding plan. For more social media and advertising prompts, Browse more prompts. If you manage paid social and have a prompt that helps, Share a prompt.