How do we access the organisations I have added to my Portfolio?

Once an organisation has accepted your invitation to join the platform you will receive a notification via email and the organisation's name will appear on the ‘Organisations’ page.

You can assign organisations to a portfolio by using the drop-down menu to the right of each organisation's name on the ‘Organisations’ page.

Organisations can be added to one or multiple portfolios which allows you to understand the data within your portfolios based on portfolio, geography, sector, or product.

You can access the ‘Organisations’ page by clicking on the ‘View Organisations’ button on the left-hand side of the dashboard.