Partner-Led Business Verification
Learn how to initiate, manage, and track Meta business verification for your WhatsApp Business API clients directly from the Netcore CPaaS Partner Dashboard.
Overview
Partner-Led Business Verification (PLV) allows you — as a Meta-verified Business Solution Provider (BSP) — to initiate and manage Meta business verification for your clients directly from the Netcore CPaaS Partner Dashboard, without waiting for Meta's centralized process.
Once a business is verified, it can activate the WhatsApp Business API (WABA) and, optionally, apply for an Official Business Account (OBA).
What you can do
- Check the Meta verification status of any business in your portfolio
- Initiate Partner-Led Verification on behalf of a client
- Upload supporting documents and track submission progress
- Receive real-time status updates from the Partner Dashboard
- Handle rejections and re-submit or switch to Self-Led Verification
- Proceed directly to OBA onboarding once a business is approved
Verification Modes
Netcore CPaaS supports two verification modes. The right choice depends on your situation:
| Partner-Led Verification | Self-Led Verification | |
|---|---|---|
| Who initiates | BSP (you) on behalf of the business | The business owner directly |
| Who submits documents | BSP via Partner Dashboard | Business via Meta's own flow |
| Best for | Faster onboarding, managed by BSP | BSP cannot complete due to 3-attempt limit |
| Max attempts | 3 attempts | Unlimited (Meta-managed) |
| Status updates | Visible in the Partner Dashboard | Via Meta notifications/ |
After three failed Partner-Led Verification attempts for the same business, the system automatically falls back to Self-Led Verification. You cannot override this.
Prerequisites
Before initiating business verification, confirm that you have the following:
- An active Netcore CPaaS account with BSP access.
- Business Portfolio ID or WABA ID for the client you want to verify.
- The client's legal business name, registered address, and Tax ID ready.
- At least one supporting document (PDF, JPG, or PNG, no larger than 5 MB).
- Your Netcore account has Meta API access configured. Contact your Netcore Account Manager if you are unsure.
1. Check Business Verification Status
Before initiating verification, check whether the business is already verified.
- Log in to the Netcore CPaaS Partner Dashboard.
- Navigate to Settings > Business number(s).
- Enter the Business Portfolio ID or WABA ID in the search field.
- Click Apply for OBA.
The dashboard displays the current verification status:
| Status | What it means |
|---|---|
| Verified | The business is verified by Meta. You can proceed to apply for an Official Business Account (OBA). |
| Unverified | The business has not been verified. Initiate verification from the Partner Dashboard. |
| Pending | Verification is in progress. Meta is reviewing the submitted documents. |
| Failed | Verification was rejected. Review the reason shown and resubmit or switch to the Self-Led flow. |
TIP
If the status shows Verified, skip to Step 4 — Handle verification outcomes. There is nothing to submit.
2. Initiate Partner-Led Verification
If the business status is Unverified, follow the steps below to submit a verification request on behalf of your client.
Open the verification form and fill in business details. Complete all required fields in the verification form:
- Legal Business Name — must match the name on the supporting documents exactly.
- Registered Business Address — full address including city, state, and country.
- Tax ID — the business's tax registration number.
- Verification Method — Select the method applicable to the business's region. Note: All four fields are required. The Submit button remains inactive until all fields are filled and at least one document is uploaded.
Upload supporting documents:
- Click Upload Document.
- Select a file from your device. Accepted formats: PDF, JPG, PNG. Maximum size: 5 MB per file.
- Repeat for up to three documents if required. You can upload a minimum of one and a maximum of three documents.
TIP
Accepted documents typically include business registration certificates, tax registration letters, or government-issued business licences. Ensure the document clearly shows the legal business name and is not expired.
Review and submit
Once all required fields are filled and at least one document is uploaded, the Submit button becomes active.
- Review all entered details and uploaded documents.
- Click Submit Verification Request.
After submission, the dashboard status updates to Pending and Meta begins reviewing the request.
Note
You have a maximum of three attempts for Partner-Led Verification per business.
Each failed attempt counts toward this limit. After three failures, the system automatically switches to Self-Led Verification for that business.
3. Track Verification Status
Once you submit a verification request, you can track its progress from the Partner Dashboard at any time.
- Search for the business using its Business Portfolio ID or WABA ID.
- The current status is displayed and updates automatically as Meta processes the request.
TIP
If the status remains Pending for an extended period, contact Netcore CPaaS support and provide the Business Portfolio ID and submission timestamp.
4. Handle Verification Outcomes
If verification is approved
When the status changes to Verified, the dashboard shows the option to begin OBA onboarding. The business's verified details are pre-filled in the OBA form. Review and confirm.
If verification fails
When verification is rejected, the dashboard shows the rejection reason alongside the failed status.
- Review the rejection reason displayed on the status screen.
- Correct the issue — refer to the table below for common reasons and fixes.
- Click Retry Verification to re-submit (available if you have remaining attempts).
- If you have used all three attempts, click Switch to Self-Led Verification to hand the process to the business owner.
Common Rejection Reasons
| Rejection reason | Likely cause | What to do |
|---|---|---|
| Invalid document format | File is not PDF, JPG, or PNG | Re-upload in a supported format |
| Document size exceeded | File is larger than 5 MB | Compress and re-upload |
| Business name mismatch | Legal name differs from document | Ensure names match exactly |
| Tax ID invalid | Incorrect or unrecognized Tax ID | Verify the Tax ID and resubmit |
| Document expired | Supporting document is outdated | Upload a current document |
Self-Led Verification
If Partner-Led Verification is not suitable—or if the three-attempt limit has been reached—the business owner completes verification directly through Meta's flow.
When to use Self-Led Verification
- You have exhausted all three Partner-Led Verification attempts for a business.
- The business owner prefers to manage verification independently.
- The business already has an active Meta Business Manager account and can complete the flow themselves.
How to initiate
- From the verification status screen, select Self-Led Verification.
- The dashboard generates a verification link. Share this link with the business owner.
- The business owner follows Meta's guided flow to submit their details and documents.
- Once Meta processes the request, the status updates in the Netcore CPaaS dashboard.
Note
Self-Led Verification is managed entirely by Meta. Netcore CPaaS cannot control timelines or outcomes for this flow. Turnaround time varies.
Frequently Asked Questions
Q. How many verification attempts do I get per business?
A. You get a maximum of three Partner-Led Verification attempts per business. After three failed attempts, the system switches automatically to Self-Led Verification. Attempt count resets only if Meta resets the business's verification record, which is outside Netcore CPaaS's control.
Q. Can I upload more than three documents?
A. No. The verification form accepts a maximum of three supporting documents per submission. Choose your three most relevant documents — typically a business registration certificate, a tax registration letter, and a government-issued business license.
Q. What file formats are accepted for documents?
A. The supported formats are PDF, JPG, and PNG. Each file must not exceed 5 MB. Files in formats other than these or exceeding the size limit will be rejected at upload.
Q. What should I do if the verification status is not updating?
A. Check the dashboard directly for the latest status. If the status remains Pending for an extended period, contact Netcore CPaaS support and provide the Business Portfolio ID and submission timestamp.
Q. Can a business skip verification and go straight to OBA?
A. No. Meta requires a business to be verified before it can apply for an Official Business Account. Verification must be completed first.
Q. Who can see verification attempts and history?
A. Verification history for a business is visible to all BSP users with access to that business portfolio within the Partner Dashboard. Attempt count and rejection reasons are shown in the business's verification detail view.
For support, contact your Netcore account manager or raise a ticket at support.netcorecloud.com.
Updated about 2 months ago
