Granting Kyndle the access needed to launch your Meta Ads campaigns

For: [Client Name] Estimated total time: 30-45 minutes Sections: 4 (Meta Business Suite, Facebook Page, Instagram, Website Pixel) Status tracking: Check off each section as you complete it

Read This First

I know granting account access can feel intimidating, especially if you've never done it before. This document walks you through every click, every screen, and every option. Take it slowly. Most clients finish all four sections in 30-45 minutes.

A few things to know before you start:

You're not giving up control of your accounts. Every step adds Kyndle as a partner or admin alongside you. You remain the owner of everything. You can remove Kyndle's access anytime with one click.

You'll need a desktop or laptop, not a phone. Meta's mobile app doesn't have most of these settings. Open this on a computer.

Have your login info ready for: Facebook (your personal account, the one your business page is connected to), your website admin login, and your WordPress login.

If anything looks different from what's described here, Meta updates their interface frequently. Look for the conceptually similar option, or screenshot what you're seeing and send it to me at founder@kyndleaisystems.com.

Kyndle's Identifying Info (What You'll Need)

You'll be entering these values into your accounts during the steps below. Keep this section handy:

Section 1: Meta Business Suite Access

This is the most important section. Without this, no ads can run.

Estimated time: 15-20 minutes Why this matters: Meta Business Suite (also called Business Portfolio) is the central hub for managing your Facebook Page, Instagram, and ad accounts. By adding Kyndle as a partner here, I gain the access I need to build and run your campaigns.

Step 1.1: Create Your Own Business Portfolio (If You Don't Have One)

Do you already have a Meta Business Suite / Business Portfolio?