What happens once an organisation has accepted our invitation to join the Portfolio Dashboard?

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.