- Help Hub
- 'How To' Guide
- Portfolio Dashboard
How do we create a Portfolio?
To get started, click the ‘My Portfolios’ button in the left-hand menu. Here you can view all of your individual portfolios and create new ones. To create a new portfolio, click on the ‘+Portfolio’ button. There is no limit to the number of portfolios you can create.
You can invite companies to join a portfolio by visiting the ‘Organisations’ page, accessed via the left-hand menu, or clicking on the ‘Add Organisation’ button within each Portfolio. Companies will be alerted to your invitation via email.