Beginner level · Module 1: Digital Marketing Foundations · Lesson 3 of 3
Setting Up Business Accounts Securely
Create the accounts a small business needs for marketing — with the business, not one employee, in control.
In this lesson you will
- Set up a Facebook Page, Meta Business Suite and WhatsApp Business correctly
- Protect accounts with two-step verification and shared admin access
Key concepts
business accountadmin roletwo-step verificationaccount recovery
The lesson
Marketing depends on accounts: a Facebook Page, an Instagram professional account, WhatsApp Business and often a Google account. Set them up as the business's accounts, with the owner as an admin, not on a staff member's personal profile that leaves when they do.
Turn on two-step verification everywhere and keep recovery details — email and phone — up to date. Hacked business pages are common and are very hard to recover without these.
Give at least two trusted people admin access, and give other staff or agencies the lowest role they need, such as editor or advertiser. Remove access when someone leaves.
Step by step
- Create or review the Facebook Page and connect Instagram.
- Set up WhatsApp Business with the business number.
- Turn on two-step verification on every account.
- Add a second admin and record recovery details safely.
Practice activity
Audit (or set up) the marketing accounts for your chosen business and complete an access table showing who has which role and that two-step verification is on.
Expected result: Secured business accounts with two admins, verified recovery details and an access table.
Check your understanding
-
Why should a business page not depend on one employee's personal profile?
Show answer
If that person leaves or loses access, the business can lose control of its page, followers and adverts.
Taught live by an instructor — online or in person. Free course lessons are for self-study and do not lead to a certificate — see registration options.