{"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"},"id":"meta/business-portfolio","name":"Meta Business Portfolio","vendor":"Meta","status":"researched","last_verified":null,"last_researched":"2026-10-25","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.","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_url":"https://www.facebook.com/business/help/1710077379203657"},{"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_url":"https://www.facebook.com/business/help/1710077379203657"},{"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_url":"https://www.facebook.com/business/help/321167023127050"},{"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","source_url":null}],"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","gate":"human_login","human_only":true,"gate_label":"You sign in","depends_on":[],"optional":false,"url":"https://business.facebook.com/","lead_time":null,"preflight":["mfa_enabled"],"captures":null},{"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","gate":"human_submit","human_only":true,"gate_label":"You press submit","depends_on":["sign-in"],"optional":false,"url":"https://business.facebook.com/","lead_time":{"official":null,"reported":null,"typical_minutes":5},"preflight":["display_name_matches_business","domain_has_mx"],"captures":null},{"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","gate":"human_submit","human_only":true,"gate_label":"You press submit","depends_on":["create"],"optional":false,"url":null,"lead_time":null,"preflight":[],"captures":null},{"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","gate":"human_submit","human_only":true,"gate_label":"You press submit","depends_on":["confirm-email"],"optional":true,"url":null,"lead_time":null,"preflight":[],"captures":null},{"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","gate":"human_submit","human_only":true,"gate_label":"You press submit","depends_on":["confirm-email"],"optional":true,"url":null,"lead_time":null,"preflight":[],"captures":null},{"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","gate":"human_submit","human_only":true,"gate_label":"You press submit","depends_on":["confirm-email"],"optional":false,"url":"https://business.facebook.com/settings/","lead_time":null,"preflight":["legal_name_matches_documents","website_live"],"captures":null},{"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","gate":"human_submit","human_only":true,"gate_label":"You press submit","depends_on":["confirm-email"],"optional":true,"url":null,"lead_time":null,"preflight":["dns_record_resolves"],"captures":null}],"gates":[{"step":"sign-in","gate":"human_login","label":"You sign in"},{"step":"create","gate":"human_submit","label":"You press submit"},{"step":"confirm-email","gate":"human_submit","label":"You press submit"},{"step":"add-admin","gate":"human_submit","label":"You press submit"},{"step":"add-assets","gate":"human_submit","label":"You press submit"},{"step":"fill-business-info","gate":"human_submit","label":"You press submit"},{"step":"verify-domain","gate":"human_submit","label":"You press submit"}],"lead_times":[],"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","environments":null}],"renewals":[],"estimated_minutes":5,"guide_url":"https://verapli.com/guides/meta/business-portfolio"}