{"registry_version":"2026.1025.387","generated_at":"2026-10-25T06:27:00Z","content_sha256":"089d16f627d9365e3d0663cc8069203706d7cb23a76c332226e29686968811a5","signed":true,"signature":{"key_id":"ed25519:74ca19268e364242","algorithm":"ed25519","expires_at":"2026-11-24T06:27:09Z","expired":false,"manifest":"/registry/manifest.json"},"entry_sha256":"57550f692418c8df9f03758c3509f05fbc2ebd8eda8503ecc5bd7a7f71d46c24","entry":{"id":"meta/business-portfolio","name":"Meta Business Portfolio","vendor":"Meta","summary":"The business portfolio (formerly Business Manager) is the container in Meta Business Suite that owns a company's Facebook Pages, Instagram accounts, ad accounts, apps and pixels. Almost every Meta developer approval (business verification, app review, WhatsApp, Marketing API) hangs off one.","aliases":["Business Manager","Meta Business Suite","business.facebook.com"],"category":"social","group":"B","homepage":"https://business.facebook.com/","docs":["https://www.facebook.com/business/help/1710077379203657"],"status":"researched","last_verified":null,"last_researched":"2026-10-25","sources":[{"id":"create","url":"https://www.facebook.com/business/help/1710077379203657","title":"Create a business portfolio in Meta Business Suite (Meta Business Help Centre)","accessed":"2026-10-25","supports":"Prerequisites (Facebook profile or managed Meta account; Organisation Manager permission), steps, naming rule (match public name, no special characters), business email confirmation, limit of two portfolios created per person, assets belong to one portfolio only, new portfolios may lack some advertising features, full control for the creator, contact info visible to added people.","kind":"official"},{"id":"verify-about","url":"https://www.facebook.com/business/help/1095661473946872","title":"About business verification in Meta Business Suite (Meta Business Help Centre)","accessed":"2026-10-25","supports":"Business portfolio definition (collection of Pages, Instagram, Threads, ad accounts, catalogues and other assets); verification needed for some products.","kind":"official"},{"id":"domain","url":"https://www.facebook.com/business/help/321167023127050","title":"Verify your domain from your business portfolio (Meta Business Help Centre)","accessed":"2026-10-25","supports":"Domain verification prerequisites (full control, admin/developer access to domain) and methods (meta tag, HTML file, DNS TXT); records can be removed after verification.","kind":"official"},{"id":"fb-terms","url":"https://www.facebook.com/terms.php","title":"Meta Terms of Service (effective 1 January 2025)","accessed":"2026-10-25","supports":"Real-name, one personal account, no account sharing/transfer; no new account after a disable; Commercial Terms apply to business use; suspension or disable for breaches.","kind":"official"},{"id":"devapp-create","url":"https://developers.facebook.com/docs/development/create-an-app","title":"Create an App (Meta for Developers)","accessed":"2026-10-25","supports":"A business portfolio is required if the app accesses data you don't own or manage; can be connected during or after app creation.","kind":"official"},{"id":"d360-classic","url":"https://docs.360dialog.com/docs/resources/meta-business-verification/classic-business-verification","title":"Classic Business Verification (360dialog docs, a WhatsApp Business Solution Provider)","accessed":"2026-10-25","supports":"Third-party advice that an authorised representative of the business should own the portfolio and that adding users from other businesses raises restriction risk.","kind":"community"}],"allowed_domains":["business.facebook.com","facebook.com"],"account_model":{"summary":"A real person's Facebook profile (or a managed Meta account) creates the portfolio and gets full control. The portfolio, not the person, then owns Pages, Instagram accounts, ad accounts, apps and pixels. Each asset can belong to only one portfolio.","accounts":[{"name":"Personal Facebook profile (or managed Meta account)","kind":"personal","owned_by":"the person","required":true,"note":"Must be the person's single, real-name account under the Meta Terms. Never a shared or purchased login."},{"name":"Business portfolio","kind":"organisation","owned_by":"the company","parent":"Personal Facebook profile (or managed Meta account)","required":true,"note":"The creator gets full control. Add at least one more trusted full-control admin so the business is not locked to one person."},{"name":"Business assets (Pages, Instagram accounts, ad accounts, apps, pixels)","kind":"other","owned_by":"the company","parent":"Business portfolio","required":false,"note":"An asset can only belong to one business portfolio."}],"notes":["If the company already advertises on Meta, someone may already have created a portfolio; check before creating another; ask colleagues or an agency before creating a new one.","One person can personally create at most two business portfolios, but can belong to any number."]},"prerequisites":[{"need":"A personal Facebook profile in the person's real name, in good standing (or a managed Meta account with organisation management permissions)","note":"Meta Terms 3.1 require one real-name personal account."}],"identity_requires":["legal_name","trading_name","contact_name","domain_email","website"],"have_ready":[{"kind":"domain_email","description":"A business email address, ideally on the company's own domain, that you can read now.","why":"Meta emails a confirmation link to it and uses it to contact you about the business.","needed_for":["create","confirm-email"],"auto_check":"domain_email_mx","source":"create"},{"kind":"other","description":"The public name of the business exactly as customers see it, without special characters.","why":"The portfolio name is visible across Meta and cannot contain special characters.","needed_for":["create"],"auto_check":"none","source":"create"},{"kind":"live_website","description":"The business website on HTTPS, with the legal name, address and phone shown.","why":"Needed later for business verification and domain verification; worth fixing before you start.","needed_for":["verify-domain"],"auto_check":"website_live","source":"domain"},{"kind":"phone_for_2fa","description":"A phone for two-step verification on the Facebook profile that will own the portfolio.","why":"Protects the account that has full control of the company's Meta assets.","needed_for":["create"],"auto_check":"none"}],"steps":[{"id":"sign-in","title":"Sign in to Meta Business Suite","summary":"Go to business.facebook.com on a desktop browser and sign in with your own Facebook profile or managed Meta account.","route":"guided","depends_on":[],"gate":"human_login","url":"https://business.facebook.com/","preflight":["mfa_enabled"],"sources":["create"]},{"id":"create","title":"Create the business portfolio","summary":"Open the drop-down under Home (top left), choose Create a business portfolio, enter the business's public name, your first name and surname, and your business email, then press Create.","route":"copilot","depends_on":["sign-in"],"gate":"human_submit","url":"https://business.facebook.com/","lead_time":{"typical_minutes":5},"fields":[{"label":"Business portfolio name","from_profile":"trading_name","note":"Must match the public name of the business; no special characters."},{"label":"First name and surname","from_profile":"contact_name"},{"label":"Business email","from_profile":"domain_email"}],"preflight":["display_name_matches_business","domain_has_mx"],"recovery":[{"hiccup":"The option to create a portfolio is missing or creation is refused because you have hit the limit.","fix":"Each person can personally create up to two portfolios. Ask an existing full-control admin to add you to the existing portfolio instead, or use a colleague who has not created two.","source":"create"},{"hiccup":"Signed in with a managed Meta account and you are bounced back to Home when opening Organisation Manager.","fix":"You lack organisation management permission. Ask your Organisation Manager admin to grant it, or create the portfolio with a Facebook profile.","source":"create"}],"sources":["create"]},{"id":"confirm-email","title":"Confirm the business email","summary":"Open the email Meta sends to the business address and click the confirmation link.","route":"guided","depends_on":["create"],"gate":"human_submit","sources":["create"]},{"id":"add-admin","title":"Add a second full-control admin","summary":"In Settings, invite a trusted colleague and give them full control, so the company keeps access if one person's Facebook account is locked. Their contact information will be visible to others in the portfolio.","route":"guided","depends_on":["confirm-email"],"gate":"human_submit","recovery":[{"hiccup":"Meta restricts the portfolio after outside people were added.","fix":"Third-party advice is to keep ownership with authorised representatives of the business and give agencies partner access rather than full control.","source":"d360-classic"}],"optional":true,"sources":["create"]},{"id":"add-assets","title":"Add Pages, Instagram accounts, ad accounts and apps","summary":"Add the business assets the company owns. Each asset can belong to only one portfolio, so move it rather than duplicate it.","route":"guided","depends_on":["confirm-email"],"gate":"human_submit","optional":true,"sources":["create"]},{"id":"fill-business-info","title":"Fill in business info","summary":"In Settings > Business info, enter the legal business name, address, phone and website exactly as on the company's registration documents. Business verification later checks these.","route":"copilot","depends_on":["confirm-email"],"gate":"human_submit","url":"https://business.facebook.com/settings/","fields":[{"label":"Legal business name","from_profile":"legal_name"},{"label":"Business address","from_profile":"registered_address"},{"label":"Business phone number","from_profile":"phone"},{"label":"Website","from_profile":"website"}],"preflight":["legal_name_matches_documents","website_live"],"sources":["verify-about"]},{"id":"verify-domain","title":"Verify your domain","summary":"In Settings > Brand safety > Domains, add the root domain (example.com, no www or https) and prove ownership by a meta tag, an HTML file in the site root, or a DNS TXT record, then click Verify domain.","route":"guided","depends_on":["confirm-email"],"gate":"human_submit","preflight":[{"rule":"dns_record_resolves","params":{"type":"TXT"}}],"recovery":[{"hiccup":"Domain verification fails.","fix":"Check you entered the root domain only, that the meta tag is inside <head> of the live home page or the HTML file is untouched in the root, and that the TXT record shows on a public DNS lookup before retrying.","source":"domain"}],"optional":true,"sources":["domain"]}],"outputs":[{"name":"META_BUSINESS_ID","description":"The business portfolio ID (shown in Business Suite settings). Needed for Business Management API calls and partner set-ups.","secret":false,"example_format":"1234567890123456","from_step":"create"}],"terms_notes":[{"kind":"rules_say","severity":"red","title":"One real account per person","text":"Meta's Terms require the name you use in everyday life, accurate information, only one personal account, and no sharing or transferring of the account. If Meta disables your account you agree not to create another without permission. A portfolio built on a fake, shared or bought profile can be lost with it.","source":"fb-terms"},{"kind":"rules_say","severity":"red","title":"No automated access or circumvention","text":"The Terms forbid collecting data from Meta products by automated means without permission and any attempt to bypass Meta's access controls; Meta may suspend or permanently disable accounts for this.","source":"fb-terms"},{"kind":"rules_say","severity":"amber","title":"New portfolios can start with limited features","text":"Meta says new business portfolios or ad accounts may not get all advertising features until requirements are met; Business Support Home shows what is missing.","source":"create"},{"kind":"rules_say","severity":"yellow","title":"Commercial Terms apply","text":"Using Meta for business purposes (ads, apps, Pages for a business) means you also accept Meta's Commercial Terms.","source":"fb-terms"},{"kind":"people_report","severity":"amber","title":"Keep ownership inside the company","text":"A WhatsApp solution provider advises that an authorised representative own the portfolio and warns that adding users from other businesses raises the risk of Meta restrictions. Third-party advice, not Meta policy.","source":"d360-classic"}],"pricing_notes":{"costs":"No fee for creating a portfolio is stated in the help article reviewed [to verify]; ads and some products are paid separately.","notes":"Meta Verified for businesses is a separate paid subscription and is not needed for business verification.","source":"domain"},"stripe_projects":false,"notes":["The portfolio is a prerequisite for meta/business-verification, and a business-connected meta/developer-app."]}}