Facebook & Instagram Foundations: Ownership, Access & Security

Ensure your Facebook and Instagram business assets are correctly structured, secured and ready to support organic, paid, or both.

Practical Training Two Hours

A practical two-hour workshop designed to help business owners/managers take control of their Facebook and Instagram (Meta) business assets. 

Many businesses unknowingly operate accounts under personal profiles, former staff members, or third-party agencies, creating risks around ownership, access, security, business continuity & future marketing activity. This workshop helps identify and address these issues while establishing a strong foundation for organic and paid marketing on Meta.

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Participants will work directly within their own Facebook and Instagram business assets throughout the workshop. This includes reviewing ownership settings, account connections, security controls, business information, profile imagery, vanity URLs, and access permissions, and, where possible, identifying and resolving issues during the session.

Objectives

  • Understand how Facebook and Instagram (Meta) business assets should be structured and managed
  • Identify and resolve common ownership, access, and security risks
  • Verify that the business has appropriate ownership and administrative access to all relevant assets
  • Establish correct connections between Facebook, Instagram, and Meta business/advertising tools
  • Learn best-practice processes for managing staff, agency and contractor access 
  • Ensure business assets are correctly configured to support current and future marketing activity
  • Review business page settings and information, including contact details, profile imagery and vanity URLs
Cre8ive Marketing Director Philippa Crick In-house Facebook Training

Training Format

The training will be delivered as an in-person group session with two presenters. 

One presenter leads participants through each stage of the process while the second provides individual support and troubleshooting. This ensures participants can work directly in their own accounts and receive assistance when required, without disrupting the workshop flow.

Learning Outcomes

  • Identify security vulnerabilities and apply recommended settings, including two-factor authentication
  • Verify that the business has the correct ownership and administrative access to its Facebook Page, Instagram Account, Meta Ad Account, and Meta Pixel/Dataset.
  • Assess whether Facebook and Instagram business assets are correctly structured and connected within a Meta Business Portfolio
  • Verify whether a Meta Pixel/Dataset is installed on their website, determine whether it is correctly connected to their business assets, and generate Pixel code ready for implementation if required
  • Safely add, manage, and remove staff, agencies, and contractors from business assets
  • Evaluate and optimise Page information, including contact details, vanity URL, and profile imagery

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Training Cost

$395 + GST per business

  • Minimum participants: 3
  • Maximum participants: 6

Fixed per-person pricing applies to all one-to-some sessions, with a maximum of two participants per business and six participants per training session. This ensures the floating presenter can provide effective individual support to every attendee. The rate reflects the two-presenter delivery model and the significant preparation and platform knowledge required.

Small businesses may qualify for up to 50% of the training cost. For more information on the Management Capability Development Fund or to find your local Growth Advisor, go to www.regionalbusinesspartners.co.nz