How to Create a Meta Business Portfolio

Setting up your Meta Business Portfolio is the first step toward using WhatsApp Business API with DoubleTick. Your Business Portfolio acts as the central hub for managing your business’s Facebook Pages, WhatsApp numbers, team members, and Ad Accounts — all in one place.

Even if you’re not tech-savvy, don’t worry! This guide will walk you through everything step by step.

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💡 What Is a Meta Business Portfolio?

A Meta Business Portfolio (previously called Business Manager) is your company’s verified business account inside Meta.

It helps you:

• Keep all business assets organized

• Manage access for your team securely

• Connect your WhatsApp Business Account for DoubleTick integration

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✅ Step 1: Go to Meta Business

1. Open your browser and visit https://business.facebook.com/.

2. Log in using your personal Facebook account.

💡 Meta requires a personal Facebook login — this ensures real ownership and security.

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✅ Step 2: Create a Business Portfolio

1. Once logged in, click Create a business portfolio.

   

2. Fill in the details:

   • Business Name (use your company’s registered name)

   • Your Full Name

   • Business Email Address

3. Click Create.

   

Your Meta Business Portfolio will be created instantly.

📸 Screenshot Example: Create Business Portfolio screen

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✅ Step 3: Add a Facebook Page

1. In the left-hand menu, click Business Settings.

2. Under Accounts, click Pages → Add Page.

3. Select your existing Facebook Page or create a new one.

💡 You can add more Pages later if you manage multiple brands.

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✅ Step 4: Invite Your Team Members

If other people help you manage your business, you can invite them too.

1. Go to People → Add.

2. Enter their email address.

3. Assign their roles:

   • Admin Access: Full control and permissions.

   • Employee Access: Limited permissions for specific tasks.

4. Click Invite.

Your team member will receive an email invitation to join.

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✅ Step 5: Add Business Details

It’s important to add your official business information for verification.

1. Go to Business Settings → Business Info.

2. Fill in:

   • Legal Business Name

   • Registered Address

   • Business Phone Number

   • Website (if you have one)

3. Click Save Changes.

💡 Make sure the details match your legal documents for smooth verification later.

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✅ Step 6: Verify Your Business (Highly Recommended)

Meta may ask for verification to confirm your business identity.

1. Go to Security Center → Business Verification → Start Verification.

2. Upload documents such as:

   • Certificate of Incorporation or Business License

   • Utility Bill or Business Bank Statement

   • Website URL or Domain Ownership Proof

3. Click Submit.

Once approved, your business will be “Verified” — this unlocks access to advanced tools like WhatsApp Business API.

Now your WhatsApp Business Account is linked to your Meta Business Portfolio.

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🎉 You’re Done!

You’ve successfully created your Meta Business Portfolio. This is the foundation for connecting your Meta Developer App and completing your DoubleTick WhatsApp API setup.

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🧠 In Short

Step	What You Did	Why It Matters
1️⃣	Created Business Portfolio	Centralized business management
2️⃣	Added Team & Pages	Organized access and assets
3️⃣	Verified Business	Enabled API and ads access

💬 Once your Business Portfolio is ready, the next step is to create your Meta Developer App to connect it with DoubleTick.