Organizations

The Dashboard will be the location of all portfolios being analyzed.

In the Dashboard, users can seamlessly add team members to their organization and start collaborating. Once added to the organization, members can then be added to specific portfolios to see all relevant information and communicate with each other through the chat.

Select the organization name drop down in the top left corner to invite team members, change settings, and toggle the dashboard to another organization (if added to more than one).