> ## Documentation Index
> Fetch the complete documentation index at: https://docs.flokitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Prepare a Meta account for FloKit

> Create and share the client-owned Meta assets used for FloKit-managed campaigns.

For a new FloKit-managed launch, use a **client-owned ad account dedicated to
FloKit-managed campaigns**. The customer owns the Meta Business Portfolio,
billing method, account spending limit, Page, Instagram identity, and Dataset.
FloKit operates only the assets shared for the agreed App.

This account boundary keeps FloKit work separate from the customer's existing
campaigns and primary ad account.

## Before the working session

Have a Meta Business administrator available and confirm:

* the App name used for the account;
* the final ad-account currency and timezone;
* the Meta payment method;
* the initial account spending limit and daily campaign cap;
* the Facebook Page used as the ad identity;
* whether Facebook, Instagram, or both will be used;
* the linked Instagram Professional account when Instagram is included; and
* the website Dataset or Pixel used for landing-page and checkout signals.

## Create the dedicated ad account

<Steps>
  <Step title="Open the customer's Meta Business Portfolio">
    In Meta Business Settings, select the Business Portfolio that owns the App's
    advertising assets.
  </Step>

  <Step title="Create the ad account">
    Create a new client-owned ad account using a clear name such as:

    ```text theme={null}
    <App name> - FloKit Managed - Production
    ```

    Choose the final currency and timezone carefully. Add a customer
    administrator with full control.
  </Step>

  <Step title="Add billing controls">
    Add the customer's payment method and set an account spending limit that
    matches the approved launch boundary.

    Keep the account free of unrelated campaigns so FloKit can manage and report
    on the full account without touching the customer's existing activity.
  </Step>

  <Step title="Confirm the advertising identities">
    Confirm the exact Facebook Page. If Instagram delivery is required, confirm
    that the Instagram account is Professional and linked to that Page.
  </Step>

  <Step title="Confirm the Dataset or Pixel">
    Select the website Dataset used for the FloKit Flow. Connect it to the
    dedicated ad account if it is not already connected.
  </Step>

  <Step title="Share the exact assets with FloKit">
    Add FloKit as a partner using the Business Portfolio ID shown in the FloKit
    setup screen. Share only:

    * the dedicated ad account;
    * the selected Facebook Page;
    * the linked Instagram account when used; and
    * the selected Dataset or Pixel.

    Grant the advertiser and asset-management permissions required for FloKit
    to create, read, update, pause, and activate the approved campaign objects.
  </Step>

  <Step title="Let FloKit complete the connection">
    FloKit creates or selects the production system user, generates the Meta
    credential, validates the shared assets, and selects the delivery channels
    in the dashboard.

    Continue with
    [Connect Meta Ads with a system user](/guides/meta-system-user-setup).
  </Step>
</Steps>

## What FloKit controls in this account

Within the dedicated account, FloKit may prepare and operate the approved:

* campaigns;
* ad sets and audiences;
* ads and creatives;
* budgets and daily caps; and
* pause, resume, and activation actions.

Campaign, Ad Set, Creative, and Ad objects are prepared paused. Activation is a
separate approved action.

## What remains with the customer

The customer retains:

* ownership of the Business Portfolio and ad account;
* the payment method and account spending limit;
* ownership of the Page, Instagram account, and Dataset;
* responsibility for Meta account reviews and business verification; and
* the ability to revoke FloKit's partner access.

## Next step

After the ad account and identities are connected, configure the website signal
path in [Meta Pixel and Conversions API setup](/guides/meta-pixel-capi-setup).