{"slug":"sop-253-create-an-instagram-account-for-a-business","title":"Create An Instagram Account For A Business","tags":["source:clickminded","type:sop","server:clickminded-sop","instagram","account","business"],"agent_summary":"SOP 253: Create An Instagram Account For A Business __Last Updated / Reviewed:__ 09/22/2025 __Execution Time:__ 30–45 minutes (45–60 minutes if linking Facebook Page) __🚀 Goal:__ Create and secure a c","trigger_phrases":["create an instagram account for a business","how to create an instagram account for a business"],"runnable":false,"markdown":"\r\nSOP 253: Create An Instagram Account For A Business\r\n\r\n__Last Updated / Reviewed:__ 09/22/2025\r\n\r\n__Execution Time:__ 30–45 minutes (45–60 minutes if linking Facebook Page)\r\n\r\n__🚀 Goal:__ Create and secure a client-owned Instagram Business account.\r\n\r\n__🤞 Ideal Outcome:__ A fully set up Instagram Business profile with 2FA enabled, optional Facebook Page link, and credentials handed off to the client.\r\n\r\n__🤔 Why this is important:__ Establish an official presence quickly using vendor-native tools and secure it for future marketing.\r\n\r\n__🧐 Where this is done__ Instagram mobile app (iOS/Android) and Accounts Center. \r\n\r\n__🗓️ When this is done:__ When a client has no Instagram account and needs a business profile created.\r\n\r\n__👨 Who does this:__ Digital marketer or project manager with client authorization.\r\n\r\n__⚠️Prerequisites or requirements: __\r\n\r\n• You need access to a client-owned email inbox used for sign-up.\r\n\r\n• You need the Instagram mobile app installed on a phone you can use.\r\n\r\n• (Optional) You need the client’s Facebook login that administers their Page for linking purposes.\r\n\r\n[__Click here to get the most up-to-date version of this SOP__](https://members.clickminded.com/sop/253)\r\n\r\n## Create an Instagram account\r\n\r\n### 01▸ Open [Instagram](https://www.instagram.com/) and tap \"Sign up\".\r\n\r\n### 02▸ Enter the client-owned email, create a password, enter full name and username, then tap \"Sign up\".\r\n\r\n\r\n__Note:__ Use a client-owned email you can access now (avoid agency emails) to receive the verification code later on.\r\n\r\n### 03▸ Next, add your birthday and click \"Next\".\r\n\r\n### \r\n\r\n### 04▸ You should have received the email verification code by now. Enter it and tap \"Next\".\r\n\r\n\r\n__Note:__ If the code hasn’t arrived, check the email \"Spam\" folder or tap \"Resend Code\". You should advance to the password screen; codes can take a few minutes to arrive.__That's it! You now have an Instagram account!__\r\n\r\n## Complete profile in Edit profile\r\n\r\n### 01▸ Go to your \"Profile\" and tap \"Edit profile\".\r\n\r\n### 02▸ Tap \"Change photo\" and upload the square logo. It is recommended to also update the bio description here (limited to 150 characters) with a value proposition plus a call to action.\r\n\r\n__Note:__ Use the 1024×1024 square logo and center it within the circular crop. Avoid text-heavy images that get cut off.\r\n\r\n### 03▸ Next, click \"See more in Accounts Center\".\r\n\r\n### \r\n\r\n### 04▸ Select the correct Instagram account and update \"Name\" and \"Username\" to the business name.\r\n\r\n### \r\n\r\n### \r\n\r\n### 05▸ Now, go to the Instagram app on your mobile phone and add the company website > \"Profile\" > \"Edit Profile\" > \"Links\" > \"Add external link\" > \"Done\". This can only be done on a mobile phone.\r\n\r\n## Switch to Professional (Business)\r\n\r\n### 01▸ Open the profile menu (☰) and tap \"Settings\".\r\n\r\n### \r\n\r\n### 02▸ Scroll down to \"For professionals\" > Tap \"Account type and tools\" > \"Switch to professional account\".\r\n\r\n### 03▸ Select \"Business\" and tap \"Next\" twice.\r\n\r\n### \r\n\r\n### 04▸ Next, search and select the closest category that describes the business. You can change this later. Pick a clear, broad category if unsure. Click \"Done\" and then \"Continue\" to switch to a professional account.\r\n\r\n\r\n__Note:__ (Optional) Tick the box above to show the category on the profile.\r\n\r\n### 05▸ Now, provide the public business information, such as email, contact number, and location address > Click \"Save\" > \"Done\".\r\n\r\n\r\n__Note:__ (Optional) Tick the box above to show the contact info on the profile.\r\n\r\n### 06▸ By now, you should see \"Professional dashboard\" at the top of your profile. Click on it to view \"Insights\". That's it!\r\n\r\n## Enable 2FA in Accounts Center\r\n\r\n### 01▸ In \"Settings\", tap \"See more in Accounts Center\".\r\n\r\n### \r\n\r\n### 02▸ Tap \"Password and security\" > \"Two-factor authentication\".\r\n\r\n### 03▸ Tap the Instagram Business account that you've just created.\r\n\r\n### 04▸ Select \"Authentication app\". This method is more secure and recommended.\r\n\r\n### 05▸ Next, scan the QR code, copy and enter the key in the authentication app.\r\n\r\n### \r\n\r\n### 06▸ Now, your authentication app will generate a 6-digit code. Copy the code and then come back to Instagram to enter it. Click \"Next\" when complete. That's it, the set-up is now complete!\r\n\r\n## (Optional) Link Facebook Page in Accounts Center (if client provides access)\r\n\r\n### 01▸ In \"Settings\", tap \"See more in Accounts Center\".\r\n\r\n### \r\n\r\n### 02▸ Tap \"Profiles\" > \"Add accounts\" > \"Add Facebook account\".\r\n\r\n__Note:__ Sign in with the client’s Facebook profile that has admin access to the Page. If another Facebook account appears, switch accounts or sign out in the browser prompt, then log in as the client.\r\n\r\n### 03▸ Next, turn on \"Connected experiences\" > \"Sharing across profiles\" > \"Add accounts\". This enables sharing and business tools and accepts any permission prompts.\r\n\r\n__Note:__ If it doesn’t appear, pull to refresh or reopen \"Accounts Center\". It can take a few minutes for the Page to show and permissions to sync.\r\n\r\n## Handoff and sign out\r\n\r\n### 01▸ Save the username and password in the client’s password manager.\r\n\r\n__Note:__ Create a new entry named \"Instagram — [Business Name]\" with the \"Username\" (handle) and \"Password\". Ensure the vault/entry is owned by the client and not shared in plaintext.\r\n\r\n### 02▸ Share the email used, birthdate, 2-factor authentication QR code, and backup codes securely.\r\n\r\nSend these via a secure note in the client’s password manager (preferred) or an encrypted channel:\r\n\r\n- __\"Email\" used for sign-up__\r\n- __\"Birthdate (DOB)\" is set on the account__\r\n- __\"2FA phone number\" on file__\r\n- __\"Backup codes\" (paste or attach securely)__\r\n\r\nDelete any local copies after delivery.\r\n\r\n### 03▸ Ask the client to log in on their device and confirm access.\r\n\r\nHave them log in via the Instagram app (or instagram.com) using the saved credentials and complete 2FA. Ask them to confirm they’re in the account. They should see the \"Professional dashboard\" on their profile.\r\n\r\n### 04▸ Log out of Instagram on your device. Done!","html":"

SOP 253: Create An Instagram Account For A Business

\n

Last Updated / Reviewed: 09/22/2025

\n

Execution Time: 30–45 minutes (45–60 minutes if linking Facebook Page)

\n

🚀 Goal: Create and secure a client-owned Instagram Business account.

\n

🤞 Ideal Outcome: A fully set up Instagram Business profile with 2FA enabled, optional Facebook Page link, and credentials handed off to the client.

\n

🤔 Why this is important: Establish an official presence quickly using vendor-native tools and secure it for future marketing.

\n

🧐 Where this is done Instagram mobile app (iOS/Android) and Accounts Center.

\n

🗓️ When this is done: When a client has no Instagram account and needs a business profile created.

\n

👨 Who does this: Digital marketer or project manager with client authorization.

\n

__⚠️Prerequisites or requirements: __

\n

• You need access to a client-owned email inbox used for sign-up.

\n

• You need the Instagram mobile app installed on a phone you can use.

\n

• (Optional) You need the client’s Facebook login that administers their Page for linking purposes.

\n

Click here to get the most up-to-date version of this SOP

\n

Create an Instagram account

\n

01▸ Open Instagram and tap \"Sign up\".

\n

02▸ Enter the client-owned email, create a password, enter full name and username, then tap \"Sign up\".

\n

Note: Use a client-owned email you can access now (avoid agency emails) to receive the verification code later on.

\n

03▸ Next, add your birthday and click \"Next\".

\n

\n

04▸ You should have received the email verification code by now. Enter it and tap \"Next\".

\n

Note: If the code hasn’t arrived, check the email \"Spam\" folder or tap \"Resend Code\". You should advance to the password screen; codes can take a few minutes to arrive.That's it! You now have an Instagram account!

\n

Complete profile in Edit profile

\n

01▸ Go to your \"Profile\" and tap \"Edit profile\".

\n

02▸ Tap \"Change photo\" and upload the square logo. It is recommended to also update the bio description here (limited to 150 characters) with a value proposition plus a call to action.

\n

Note: Use the 1024×1024 square logo and center it within the circular crop. Avoid text-heavy images that get cut off.

\n

03▸ Next, click \"See more in Accounts Center\".

\n

\n

04▸ Select the correct Instagram account and update \"Name\" and \"Username\" to the business name.

\n

\n

\n

05▸ Now, go to the Instagram app on your mobile phone and add the company website > \"Profile\" > \"Edit Profile\" > \"Links\" > \"Add external link\" > \"Done\". This can only be done on a mobile phone.

\n

Switch to Professional (Business)

\n

01▸ Open the profile menu (☰) and tap \"Settings\".

\n

\n

02▸ Scroll down to \"For professionals\" > Tap \"Account type and tools\" > \"Switch to professional account\".

\n

03▸ Select \"Business\" and tap \"Next\" twice.

\n

\n

04▸ Next, search and select the closest category that describes the business. You can change this later. Pick a clear, broad category if unsure. Click \"Done\" and then \"Continue\" to switch to a professional account.

\n

Note: (Optional) Tick the box above to show the category on the profile.

\n

05▸ Now, provide the public business information, such as email, contact number, and location address > Click \"Save\" > \"Done\".

\n

Note: (Optional) Tick the box above to show the contact info on the profile.

\n

06▸ By now, you should see \"Professional dashboard\" at the top of your profile. Click on it to view \"Insights\". That's it!

\n

Enable 2FA in Accounts Center

\n

01▸ In \"Settings\", tap \"See more in Accounts Center\".

\n

\n

02▸ Tap \"Password and security\" > \"Two-factor authentication\".

\n

03▸ Tap the Instagram Business account that you've just created.

\n

04▸ Select \"Authentication app\". This method is more secure and recommended.

\n

05▸ Next, scan the QR code, copy and enter the key in the authentication app.

\n

\n

06▸ Now, your authentication app will generate a 6-digit code. Copy the code and then come back to Instagram to enter it. Click \"Next\" when complete. That's it, the set-up is now complete!

\n

(Optional) Link Facebook Page in Accounts Center (if client provides access)

\n

01▸ In \"Settings\", tap \"See more in Accounts Center\".

\n

\n

02▸ Tap \"Profiles\" > \"Add accounts\" > \"Add Facebook account\".

\n

Note: Sign in with the client’s Facebook profile that has admin access to the Page. If another Facebook account appears, switch accounts or sign out in the browser prompt, then log in as the client.

\n

03▸ Next, turn on \"Connected experiences\" > \"Sharing across profiles\" > \"Add accounts\". This enables sharing and business tools and accepts any permission prompts.

\n

Note: If it doesn’t appear, pull to refresh or reopen \"Accounts Center\". It can take a few minutes for the Page to show and permissions to sync.

\n

Handoff and sign out

\n

01▸ Save the username and password in the client’s password manager.

\n

Note: Create a new entry named \"Instagram — [Business Name]\" with the \"Username\" (handle) and \"Password\". Ensure the vault/entry is owned by the client and not shared in plaintext.

\n

02▸ Share the email used, birthdate, 2-factor authentication QR code, and backup codes securely.

\n

Send these via a secure note in the client’s password manager (preferred) or an encrypted channel:

\n\n

Delete any local copies after delivery.

\n

03▸ Ask the client to log in on their device and confirm access.

\n

Have them log in via the Instagram app (or instagram.com) using the saved credentials and complete 2FA. Ask them to confirm they’re in the account. They should see the \"Professional dashboard\" on their profile.

\n

04▸ Log out of Instagram on your device. Done!

\n"}