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Creating a Business Portfolio in Meta Business Suite and Business Manager

A Business Portfolio allows organizations to view their Facebook Pages, Instagram accounts, Ad Accounts, Product Catalogs, and other business assets in one place. This makes it easier to manage everything using MetaтАЩs business tools like Meta Business Suite and Business Manager.


Before You Start

  • You must have a personal Facebook account. You will use it to log in to Meta Business Suite or Business Manager, where you can create your Business Portfolio.

  • You can create up to 2 Business Portfolios. (Note: There is no limit to the number of assets you can add within a portfolio.)

  • Business Portfolio permissions override all other permissions.


Step-by-Step: Create Your Business Portfolio

Follow these detailed steps to set up your Business Portfolio in Meta Business Suite or Business Manager:


Step 1. Open MetaтАЩs Business Site

  • On a desktop browser, go to business.facebook.com.

  • This is the single entry point for both Meta Business Suite and Business Manager.

  • If you already use these tools, you can simply open the left-hand menu and click the drop-down arrow near the top to start creating a new portfolio.


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Step 2. Log In (or Create a Facebook Account)

  • Click Log In and enter your personal Facebook credentials.

  • DonтАЩt have a Facebook account? Click Create Account and follow the on-screen prompts to set one up.

  • Your personal profile is required only for authentication; it wonтАЩt be shown to customers.


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Step 3. Start the Creation Process

  • Once logged in, click the menu (тШ░) icon and choose Business Settings.

  • Look for the Create Business Portfolio option and click it.

  • If the system first shows a тАЬCreate an AdтАЭ page, continueтАФMeta may guide you through the same setup path.


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Step 4. Enter Business Details

  • Provide accurate information in each field:

  • Business Portfolio Name тАУ Use your official company or organization name. This name will be visible across Meta (no special characters allowed).

  • Your Name тАУ The primary contact personтАЩs full name.

  • Business Email тАУ Meta uses this email for important notifications; itтАЩs not visible to customers.


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Step 5. Confirm & Submit

  • Review all details carefully.

  • Click Submit or Create.

  • Meta sends a verification email to the business email you providedтАФopen that email and click the confirmation link to activate your portfolio.


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An important step is to verify your Meta Business account. Please refer to this link for instructions: https://msg91.com/help/whatsapp/how-to-get-your-business-account-verified-on-whatsapp


Manage People and Partners

  • Invite Team Members: Go to Business Settings тЖТ People, click Add, and assign roles (Admin, Employee, etc.) with specific asset permissions.

  • Add Partners or Agencies: If working with an outside agency, you can give them partner access instead of individual logins. They can then manage ads or Pages on your behalf.


Best Practices

  • Enable two-factor authentication for extra security.

  • Review roles and permissions regularly to remove unused access.

  • Keep business email addresses up to date for important Meta notifications.






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