> For the complete documentation index, see [llms.txt](https://learn.doubletick.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.doubletick.io/ecosystem/how-to-create-a-meta-business-portfolio.md).

# 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](https://learn.doubletick.io/ecosystem/how-to-create-a-facebook-page-for-your-business), WhatsApp numbers, team members, and [Ad Accounts](https://learn.doubletick.io/ecosystem/how-to-create-an-ad-account) — all in one place.

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

#### What's covered

* [What a Meta Business Portfolio is](#what-is-a-meta-business-portfolio)
* [Creating your Business Portfolio](#step-1-go-to-meta-business)
* [Adding your team and business details](#step-4-invite-your-team-members)
* [Verifying your business](#step-6-verify-your-business-highly-recommended)

#### 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

**Step 1: Go to Meta Business**

* Open your browser and visit <https://business.facebook.com/>.
* Log in using your [**personal Facebook account**](https://learn.doubletick.io/ecosystem/how-to-create-a-facebook-account).

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

**Step 2: Create a Business Portfolio**

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

<figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2Fet94eloYAc1XMa1LBVgm%2Fimage.png?alt=media&#x26;token=7a15d05d-b576-4c1b-b753-23bf19292b64" alt=""><figcaption></figcaption></figure>

* Fill in the details:
  * **Business Name** (use your company's registered name)
  * **Your Full Name**
  * **Business Email Address**
* Click **Create**.

<figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FQu8pEzjOd21fQltodnfF%2Fimage.png?alt=media&#x26;token=65340db5-0529-4bc5-aa51-d2c8b500707d" alt=""><figcaption></figcaption></figure>

Your **Meta Business Portfolio** will be created instantly.

**Step 3: Add a Facebook Page**

<figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FkV1xuJW6U1h2vDsb1G6f%2Fimage.png?alt=media&#x26;token=f5372512-6033-480e-b0b9-6fd1b6767e8b" alt=""><figcaption></figcaption></figure>

* In the left-hand menu, click **Business Settings**.
* Under **Accounts**, click **Pages → Add Page**.
* Select your existing Facebook Page or [create a new one](https://learn.doubletick.io/ecosystem/how-to-create-a-facebook-page-for-your-business).

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

**Step 4: Invite Your Team Members**

<figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FgLDMESeOlaZgiQXDZLPD%2Fimage.png?alt=media&#x26;token=bb227cde-7422-4323-a6bd-c12861cf58c3" alt=""><figcaption></figcaption></figure>

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

* Go to **People → Add**.
* Enter their **email address**.
* Assign their roles:
  * **Admin Access:** Full control and permissions.
  * **Employee Access:** Limited permissions for specific tasks.
* Click **Invite**.

Your team member will receive an email invitation to join.

**Step 5: Add Business Details**

<figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2Fs4t3URVY0MseHBYgxRSC%2Fimage.png?alt=media&#x26;token=80d77dee-a1a6-4208-8ef8-72216771ce79" alt=""><figcaption></figcaption></figure>

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

* Go to **Business Settings → Business Info**.
* Fill in:
  * Legal Business Name
  * Registered Address
  * Business Phone Number
  * Website (if you have one)
* Click **Save Changes**.

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

**Step 6: Verify Your Business (Highly Recommended)**

<figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FmV7XhJkAP4vLeaidVinA%2Fedit%20business%20info%20(3).gif?alt=media&#x26;token=ce61a367-8581-465b-8546-d92394ea114e" alt=""><figcaption></figcaption></figure>

Meta may ask for verification to confirm your business identity.

* Go to **Security Center → Business Verification → Start Verification**.
* Upload documents such as:
  * Certificate of Incorporation or Business License
  * Utility Bill or Business Bank Statement
  * Website URL or Domain Ownership Proof
* 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.

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](https://learn.doubletick.io/get-started-with-doubletick/prerequisites-for-onboarding) — including your [Ad Account](https://learn.doubletick.io/ecosystem/how-to-create-an-ad-account) for running ads.

#### Key takeaways

* A Meta Business Portfolio is your company's **verified business account** — the central hub for Pages, WhatsApp numbers, team access, and Ad Accounts.
* Creating one requires a **personal Facebook login** to ensure real ownership and security.
* You can add multiple **Facebook Pages** and invite team members with **Admin** or **Employee** access levels.
* Match your **business details** (name, address, phone, website) exactly to your legal documents to avoid verification delays.
* **Business Verification** unlocks advanced tools like the WhatsApp Business API — once approved, your WhatsApp account links to this portfolio.

#### FAQs

**Do I need a personal Facebook account to create a Business Portfolio?**\
Yes. Meta requires a [personal Facebook login](https://learn.doubletick.io/ecosystem/how-to-create-a-facebook-account) to ensure real ownership and security of the business account.

**Can I manage more than one brand from a single Business Portfolio?**\
Yes, you can add more Facebook Pages later if you manage multiple brands.

**What's the difference between Admin and Employee access?**\
Admin Access gives full control and permissions. Employee Access gives limited permissions for specific tasks only.

**What documents do I need for Business Verification?**\
A Certificate of Incorporation or Business License, a Utility Bill or Business Bank Statement, and proof of your website URL or domain ownership.

**What happens after my business is verified?**\
Once approved, your business status becomes "Verified," unlocking advanced tools like the WhatsApp Business API, and your WhatsApp Business Account links to your Business Portfolio.

#### **Suggested articles**

[How to Create a Facebook Account](https://learn.doubletick.io/ecosystem/how-to-create-a-facebook-account)\
[How to Create a Facebook Page for Your Business](https://learn.doubletick.io/ecosystem/how-to-create-a-facebook-page-for-your-business)\
[How to Create an Ad Account](https://learn.doubletick.io/ecosystem/how-to-create-an-ad-account)\
[Prerequisites for onboarding](https://learn.doubletick.io/get-started-with-doubletick/prerequisites-for-onboarding)


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