Throughout these instructions, "you" refers to the person(s) performing the actions. This may involve multiple individuals, such as:
For simplicity, it is recommended that one person completes all the steps if possible.
To set up your organization and business portfolio:
Setup a Credit Line: Contact your Meta representative to create an organization with an extended credit line from Meta.
Set Up Business Portfolio: Create a Business Portfolio in MBS. Complete steps within Meta Business Suite using Admin level access on the Business Portfolio.
Set Up Application: Create an application owned by the created Business Portfolio.