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Meta Business Portfolio

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.

Researched · not yet run liveLast researched 25 October 2026 · Meta · provider site

Researched, not yet run live. Built from the provider’s official pages (linked below). A person hasn’t walked this flow end to end yet, so check each step against the source.
Do this in about 5 minutes with verapliJSON for agents

Who owns what

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.

  • Personal Facebook profile (or managed Meta account) personal owned by the personMust be the person's single, real-name account under the Meta Terms. Never a shared or purchased login.
  • Business portfolio organisation owned by the company · under Personal Facebook profile (or managed Meta account)The creator gets full control. Add at least one more trusted full-control admin so the business is not locked to one person.
  • Business assets (Pages, Instagram accounts, ad accounts, apps, pixels) otheroptional owned by the company · under Business portfolioAn asset can only belong to one business portfolio.

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.

Have ready

  • A personal Facebook profile in the person's real name, in good standing (or a managed Meta account with organisation management permissions): Meta Terms 3.1 require one real-name personal account.
  • A business email address, ideally on the company's own domain, that you can read now. · Meta emails a confirmation link to it and uses it to contact you about the business. [1]Needed for: Create the business portfolio, Confirm the business email
  • The public name of the business exactly as customers see it, without special characters. · The portfolio name is visible across Meta and cannot contain special characters. [1]Needed for: Create the business portfolio
  • The business website on HTTPS, with the legal name, address and phone shown. · Needed later for business verification and domain verification; worth fixing before you start. [3]Needed for: Verify your domain
  • A phone for two-step verification on the Facebook profile that will own the portfolio. · Protects the account that has full control of the company's Meta assets. Needed for: Create the business portfolio

Steps

Steps marked “human step” are ones only you can do: verapli never signs in, submits, pays or accepts terms for you.

  1. Sign in to Meta Business Suite

    Go to business.facebook.com on a desktop browser and sign in with your own Facebook profile or managed Meta account.

    • Guided by hand
    • Human step: You sign in

    Where: https://business.facebook.com/

  2. Create the business portfolio

    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.

    • verapli co-pilot
    • Human step: You press submit
    • After: Sign in to Meta Business Suite
    Your time
    about 5 min
    If something goes wrong (2)
    • The option to create a portfolio is missing or creation is refused because you have hit the limit.: 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. [1]
    • Signed in with a managed Meta account and you are bounced back to Home when opening Organisation Manager.: You lack organisation management permission. Ask your Organisation Manager admin to grant it, or create the portfolio with a Facebook profile. [1]

    Where: https://business.facebook.com/

  3. Confirm the business email

    Open the email Meta sends to the business address and click the confirmation link.

    • Guided by hand
    • Human step: You press submit
    • After: Create the business portfolio

  4. Add a second full-control adminoptional

    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.

    • Guided by hand
    • Human step: You press submit
    • After: Confirm the business email
    If something goes wrong (1)
    • Meta restricts the portfolio after outside people were added.: Third-party advice is to keep ownership with authorised representatives of the business and give agencies partner access rather than full control. [6]

  5. Add Pages, Instagram accounts, ad accounts and appsoptional

    Add the business assets the company owns. Each asset can belong to only one portfolio, so move it rather than duplicate it.

    • Guided by hand
    • Human step: You press submit
    • After: Confirm the business email

  6. Fill in business info

    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.

    • verapli co-pilot
    • Human step: You press submit
    • After: Confirm the business email

    Where: https://business.facebook.com/settings/

  7. Verify your domainoptional

    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.

    • Guided by hand
    • Human step: You press submit
    • After: Confirm the business email
    If something goes wrong (1)
    • Domain verification fails.: 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. [3]

Terms and gotchas

Plain-English summary, not legal advice. Each card links its source.

Can get you bannedThe rules say

One real account per person

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. [4]

Can get you bannedThe rules say

No automated access or circumvention

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. [4]

Can cost moneyThe rules say

New portfolios can start with limited features

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. [1]

Worth knowingThe rules say

Commercial Terms apply

Using Meta for business purposes (ads, apps, Pages for a business) means you also accept Meta's Commercial Terms. [4]

Can cost moneyPeople report

Keep ownership inside the company

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. [6]

What you end up with

Env varSecretFormatWhat it is
META_BUSINESS_IDnot secret1234567890123456The business portfolio ID (shown in Business Suite settings). Needed for Business Management API calls and partner set-ups.

Pricing

  • Costs: No fee for creating a portfolio is stated in the help article reviewed [to verify]; ads and some products are paid separately.
  • Meta Verified for businesses is a separate paid subscription and is not needed for business verification.

Source [3]

For agents

The same entry as JSON: /api/v1/entries/meta/business-portfolio · requirements /api/v1/requirements/meta/business-portfolio · terms /api/v1/terms/meta/business-portfolio.

Remote MCP (read-only, no auth)
claude mcp add --transport http verapli https://verapli.com/mcp

> "What do I need for Meta Business Portfolio, and how long will it take?"
  → tools/call requirements { "provider_id": "meta/business-portfolio" }

Sources

  1. Create a business portfolio in Meta Business Suite (Meta Business Help Centre) 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. · accessed 25 October 2026 · official
  2. About business verification in Meta Business Suite (Meta Business Help Centre) Business portfolio definition (collection of Pages, Instagram, Threads, ad accounts, catalogues and other assets); verification needed for some products. · accessed 25 October 2026 · official
  3. Verify your domain from your business portfolio (Meta Business Help Centre) Domain verification prerequisites (full control, admin/developer access to domain) and methods (meta tag, HTML file, DNS TXT); records can be removed after verification. · accessed 25 October 2026 · official
  4. Meta Terms of Service (effective 1 January 2025) 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. · accessed 25 October 2026 · official
  5. Create an App (Meta for Developers) A business portfolio is required if the app accesses data you don't own or manage; can be connected during or after app creation. · accessed 25 October 2026 · official
  6. Classic Business Verification (360dialog docs, a WhatsApp Business Solution Provider) Third-party advice that an authorised representative of the business should own the portfolio and that adding users from other businesses raises restriction risk. · accessed 25 October 2026 · community

Provider rules change. This page is generated from verapli registry version 2026.1025.316; spotted something out of date? Tell us. Meta is not affiliated with verapli.