# 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/**](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.**\ <br>

   <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>

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

3. Click **Create.**<br>

   <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.

📸 *Screenshot Example: Create Business Portfolio screen*

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#### ✅ 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>

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

<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.

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

<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.

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)

<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.

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.