Verifying access to the Enterprise Portfolio September 27, 2024 12:07 Updated Index: Checking access Checking permission within the enterprise portfolio FAQ Enterprise Portfolio allows organizations to centralize their Facebook pages, Instagram accounts, ad accounts, product catalogs, and other business assets to manage them in one place. It is also known as: Business Manager, Business Manager or BM. Below you will find information that can help you check if you have the correct access to carry out the WhatsApp Business API activation process. Checking access To check if you have access, the first step is to access the link: https://business.facebook.com/settings/info?business_id= After accessing the link, one of the following screens will be displayed: Displaying this screen indicates that you have access to the business portfolio, please note that you must have access to the menus highlighted on the right side. Viewing this screen indicates that you have access to the enterprise portfolio. The layout of this screen will be discontinued by Meta soon and all users will only see the layout of the previous screen. Attention: If your profile has more than one linked business portfolio, the page below will be displayed. Just click on the correct portfolio to proceed to the next step. If the screen below is displayed, it means that the Facebook profile you are using does not have access to the business portfolio. In this case, we recommend that you validate with the marketing team or agency whether there is a portfolio already created, before creating it. If you need to create a new portfolio, ensure the name is similar to the corporate reason or fancy name of the company, avoid names such as “so-and-so's business portfolio”, as these will not be accepted. Check that your company information is correct at company information page. The business name, address and website must be filled out correctly, so that it is similar or the same as the data that appears on the company's CNPJ card. If you have questions, visit the Federal Revenue website and check your company's CNPJ card. To edit the information, follow this step by step. Pay attention when filling out the website: the website must be written completely. To ensure it is correct, open the website in a browser tab, copy the URL and paste it into the corresponding field on the company information page. This way, you can avoid problems such as deactivation or restriction of your WhatsApp account. If your company is within the BM of another company and/or agency, by creating your own Business Portfolio for us to carry out the process, you will not cause any interference in the management of pages, ads and other accounts within these other managers. Checking permission within the enterprise portfolio To check if you have full control/administrator permission, just click on the users menu and then on people On this screen you can check your user permission, in order to carry out the process you need full control/administrator permission. If you do not have access, you must request it from one of the administrators (click here to access the tutorial) FAQ How do I know I've been added to the business portfolio? In order for you to be added to the business portfolio, you must provide an email to the administrator who will add you (it does not have to be the same email as Facebook, it can be a corporate email address that you have access to). ). After the administrator adds you, you will receive an email similar to the image below. It is important that you click on start to complete your registration in the business portfolio. This link expires in approximately 24 hours. I lost my access to the business portfolio business manager, what should I do? Just follow the instructions to recover your account, clicking here. My business portfolio is in the name of the agency, can I follow it? No. A specific manager must be created for your company. To access the business portfolio, do I need to use my personal Facebook profile? Yes, you must use a personal profile to access the business manager. Remembering that, although you use your profile, people in the manager do not have access to your personal information and your Facebook profile. If you choose not to continue with your profile or if you don't have a profile, just click here to access the instructions. For more information, access the discussion on the subject at our community or the videos on our canal. 😃 Related articles How to create CTWA ads using Blip Ads Manager Activation of Additional Numbers on Blip - WhatsApp Embedded SignUp Number portability in WhatsApp API Creating a Facebook profile for the business portfolio Active Messages - Error Codes