Create Your Business Portfolio
This is the foundation everything else sits on. Get it right once and your Page, ad account and Pixel all live safely under your ownership. Let's set it up properly.
By the end of this lesson you'll know
- What you need before you start
- The exact steps to create your portfolio
- What business verification is and why it helps
- The ownership mistake that traps beginners
Before you begin
You need one thing: a personal Facebook account. Remember from Module 1 — this is the key that unlocks business tools, not the business itself. Two housekeeping jobs first:
- Turn on two-factor authentication on that personal account. If it gets hacked, everything under it is exposed.
- Decide your portfolio name in advance — it should match your real business name, because it's visible to others you work with.
The steps
- Go to business.facebook.com on a desktop browser and log in with your personal account.
- Open Settings and choose to create a new Business Portfolio.
- Enter your portfolio name, your name, and your business email (use a real business inbox, not a throwaway).
- Submit, then verify the confirmation email Meta sends you.
That's it — your portfolio exists. Now you can add or claim assets into it: your Facebook Page, Instagram account, ad account, Pixel, and catalog. We'll do each of those in the next lessons.
A single personal account can create up to 2 business portfolios. If you manage several of your own businesses, plan how you'll split them before spinning up portfolios you can't easily add more of.
Business verification
For certain features and higher trust, Meta may ask you to verify your business — confirming it's real using your domain and/or official documents. It's not always required on day one, but doing it early smooths out ad-account limits and unlocks features later. If Meta prompts you, treat it as a good-hygiene step rather than a nuisance.
Name the portfolio exactly as your business is known publicly, and verify your website domain inside it when you can. Domain verification also protects who's allowed to run ads pointing to your site.
Don't let an agency or freelancer create your portfolio inside their account “to save you time.” You want to own the portfolio. Create it yourself, then add them as a partner later (Lesson 2.4). Ownership first — always.
Key takeaways
- You only need a secured personal Facebook account to start — enable 2FA.
- Create the portfolio at business.facebook.com, name it after your business, verify the email.
- One account can hold up to 2 portfolios — plan ahead.
- You create and own it; agencies come in later as partners.