How to create a META business portfolio
Learn how to set up your Meta Business Portfolio — the central hub for managing your Facebook Pages, WhatsApp numbers, team members, and Ad Accounts before connecting to DoubleTick.
Setting up your Meta Business Portfolio is the first step toward using the WhatsApp Business API with DoubleTick — it's the central hub for managing your Facebook Pages, WhatsApp numbers, team members, and Ad Accounts, all in one place.
What's covered
Even if you're not tech-savvy, don't worry — this guide walks you through everything step by step.
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
Setting up your business portfolio
Step 1: Go to Meta Business Open your browser and visit business.facebook.com, then log in using your personal Facebook account.
Step 2: Create a business portfolio Once logged in, click Create a business portfolio. Fill in the details: Business Name (use your company's registered name), your full name, and business email address. Click Create.
Your Meta Business Portfolio is created instantly.
Step 3: Add a Facebook page In the left-hand menu, click Business Settings. Under Accounts, click Pages → Add Page, then select your existing Facebook Page or create a new one.
Step 4: Invite your team members If other people help you manage your business, you can invite them too. Go to People → Add, enter their email address, and assign their role — Admin access (full control and permissions) or Employee access (limited permissions for specific tasks). Click Invite, and your team member will receive an email invitation to join.
Step 5: Add business details It's important to add your official business information for verification. Go to Business Settings → Business Info, fill in your legal business name, registered address, business phone number, and website (if you have one), then click Save Changes.
Verifying your business
Step 6: Verify your business (highly recommended)
Meta may ask for verification to confirm your business identity. Go to Security Center → Business Verification → Start Verification, and upload documents such as a Certificate of Incorporation or Business License, a utility bill or business bank statement, and a website URL or domain ownership proof.
Click Submit. Once approved, your business will be "Verified" — this unlocks access to advanced tools like the WhatsApp Business API, and your WhatsApp Business Account gets 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 — including your 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.
Frequently asked questions
Do I need a personal Facebook account to create a Business Portfolio? Yes. Meta requires a personal Facebook login 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.
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