The importance of a clean transfer

Transferring ownership of a Facebook Page and Instagram Account from one business owner to another can be a crucial step during a business sale or ownership transition. To ensure a smooth handover process and maintain the integrity of your online presence, it’s essential to follow a proper procedure.

In this step-by-step guide, we will walk you through the process of transferring your Facebook and Instagram accounts to new business owners, highlighting the importance of appointing new page admins first and then allowing the new business owners to remove you once you have completed the business handover period.

Step 1: Appointing New Page Admins

The first step in the transfer process is to add the new business owner/s as page admins to your Facebook and Instagram accounts. By doing so, you grant them access and control over the accounts, ensuring a seamless transition.

Here’s how you can add new page admins:

Facebook:

a. Log in to your Facebook account

b. Open your business page

c. Navigate to the Page Settings.

d. Select “Page Roles” from the left-hand column. (IF the option is there)

e. If ‘Page Roles’ isn’t an option in the menus it is because you are on the new page experience. In which case click ‘New Pages Experience’.

f. Edit the ‘people with Facebook access’

g. Enter the new business owner’s email address associated with their Facebook account. (Or with new pages experience simply find the person’s Facebook profile by searching, and add them using this profile)

h. Assign the new owner the “Admin” role.

i. Save the changes.

Instagram:

a. Access your Instagram account and go to your profile.

b. Tap the menu icon (three horizontal lines) and select “Settings.”

c. Choose “Account,” then “Page Roles.”

d. Enter the new owner’s Instagram username or email address.

e. Assign them the “Admin” role and save the changes.

Step 2: Ensuring a Smooth Transition

After adding the new business owner as a page admin, it’s crucial to facilitate a smooth transition and provide any necessary handover training.

Here are some steps to consider:

• Introduce the new owner to the business page and encourage open communication between the two of you. This will enable the transfer of knowledge and any business-specific information.

• Provide access to existing content by granting the new owner access to any relevant documents, social media strategies, and ongoing campaigns. This will help them familiarise themselves with the business’ existing social media presence.

• Collaborate on content scheduling by working together to plan and schedule a few future posts. This ensures a seamless continuation of the business’s social media strategy.

Step 3: Removing Old Business Owners

Once the new business owner is comfortable managing the Facebook and Instagram accounts, it’s time for them to remove the old business owner/s as page admins. This step is crucial to maintain security and ownership of the social media profiles.

Here’s how to remove old page admins:

Facebook:

a. Log in to your Facebook account and navigate to the Page Settings.

b. Select “Page Roles” from the left-hand column.

c. Locate the old owner’s name and click the “Edit” button.

d. Select “Remove” and confirm your action.

e. Save the changes.

Instagram:

a. Access your Instagram account and go to your profile.

b. Tap the menu icon (three horizontal lines) and select “Settings.”

c. Choose “Account,” then “Page Roles.”

d. Find the old owner’s name and tap on it.

e. Choose “Remove From Page” and confirm your action.

Conclusion

So, there you have it! Transferring Facebook and Instagram accounts to new business owners is a vital process during business sales or ownership transitions. By following this step-by-step guide, starting with adding new page admins and concluding with removing old ones, you can ensure a smooth and secure handover.

Remember, ProfitAbility Virtual Assistance is available to provide additional assistance and support throughout this process. If you need help or have any questions, don’t hesitate to reach out to us.

Disclaimer: The information provided in this guide is for educational purposes only. Social media platforms frequently update their processes and guidelines, so it’s always advisable to consult the respective social media platforms’ official guidelines for the most up-to-date instructions on transferring account ownership. Changes in platform policies or interfaces may affect the steps outlined in this guide.