Create a WhatsApp Business account on the WhatsApp Business Platform as a Solution Partner
Create a WhatsApp Business account on the WhatsApp Business Platform as a Solution Partner
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You can create a WhatsApp Business account as a Solution Partner and then take extra steps to offer the WhatsApp Business Platform Cloud API, hosted by Meta, to your clients. Follow the steps below to learn how to create a WhatsApp Business account on the WhatsApp Business Platform as a Solution Partner.
Before you begin
- The steps in this article are intended for you if you're a Solution Partner and want to create a WhatsApp Business account for yourself or you want to send messages on behalf of an end client
- You'll need to sign up for a business portfolio.
- You'll need full control of the business portfolio.
- If you're creating an account on behalf of a business, the business needs to accept your request and ensure that their business portfolio business profile is complete.
- If a Solution Partner is supporting your business with the technical integration of the WhatsApp Business Platform, use the Embedded signup flow to create your WhatsApp Business account.
- If you’re developing for yourself or your organization and not on behalf of a client, visit the WhatsApp developer documentation to create your WhatsApp Business account.
- If your business uses the WhatsApp Business App, create your WhatsApp Business account on the WhatsApp Business app.
Create a WhatsApp Business account
Start by going to Settings in Meta Business Suite.
- Select the business portfolio that you want to create a WhatsApp Business account for from the dropdown in the top left.
- Click on WhatsApp Accounts under the Accounts section.
- Click Add WhatsApp account if this is the first WhatsApp Business account you want to create or connect to this business portfolio. Otherwise, click Add.
- Enter the phone number associated
- In the Create WhatsApp account section:
- Account name: Enter a name for your WhatsApp Business account.
- Messaging for: Select whether you're creating the account for yourself or a client from the drop down menu:
- Your own business portfolio.
- Your client's account to create an account on behalf of a business. If you need to enter the client's business portfolio ID, you can find it in the Business info tab in Settings.
- Time zone: Select the time zone where your business is located.
- Currency: Select the local currency of your business. The currency you select must match the currency you plan to pay your invoice in.
- Payment method (optional): Select a method of payment for your ads. If you don't have a current line of credit for payment, you can set up one.
- P.O. number (optional): Enter the purchase order (P.O.) number that will appear on your invoices.
- Click Done.
- In the Add people and set permissions section:
- Search for people who you want to add to the account and choose them from the list.
- Select the permission level to assign to each person. You can select:
- Partial access to allow people to manage phone numbers and message templates.
- Full control to allow people to manage the WhatsApp account
- Click Assign.
Once your WhatsApp Business account is created, our team will review it. We will notify you if there is an issue. You can check your account status on your settings page at any time.
Note: You need to take extra steps to offer the WhatsApp Business Platform cloud API to your clients.
When you're messaging on behalf of a business, make sure that the business’s profile is complete in order to onboard immediately.
You can still access the WhatsApp Manager to manage your account while your account status is pending. Once your account status is approved, you can start adding phone numbers to start sending messages immediately. Your account status must be approved before you can download the certificate to send or receive messages.
If your client wants to transfer ownership of this WhatsApp Business account to their own business portfolio, you can send them these instructions. Note this feature is only available to select businesses at this time.