View Categories

8. Meta Platform Connection

What This Feature Does #

The Meta Platform connection links your Application tenant to your Meta (Facebook) Business Account. This is required before you can use WhatsApp, Instagram, or Facebook features.

When to Use #

  • Use before setting up WhatsApp phone numbers.
  • Use before accessing Instagram or Facebook management features.
  • Do not use this if you only need Email features — Meta is not required for email.

Prerequisites #

  • CompanyAdmin role.
  • Pro plan or higher.
  • A Meta (Facebook) Business Account with the phone numbers or pages you want to connect.
  • Admin access to the Meta Business Account.

Permission & Access Control #

  • Only the company owner, or a CompanyAdmin the owner has allowed (6.7), can connect, reconnect or disconnect the Meta Platform, Pinterest and LinkedIn. Every other administrator can still see the status.
  • TenantUser users cannot access Meta Platform settings.
Scroll to Top