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How can I create new organizations?

  • Updated

Organizations can be created in two ways.

  • While creating a new Multi-User Portfolio.
  • While converting a Solo Portfolio to a Multi-User Portfolio. 

Create an Organization while creating a New Portfolio

  1. Click on "Create new Portfolio", either from the Overview Page or from the Portfolio dropdown on the top left, next to the Wisly logo. 
  2. In the new pop-up, select "Pool/Organization" as the type of portfolio 
  3. In the Organization field, type the name of the new Organization you want to create and click Create, or press Enter
  4. Once you create the Portfolio, the Organization will also be created with it.

 

While convert a Solo Portfolio to a Multi-User Portfolio 

  1. While on your Portfolio's page, click on Settings in the horizontal Portfolio Menu. 
  2. Under the General tab, if you have an active Pro Plan and the portfolio is a Solo Portfolio, click on Convert to Multi User at the bottom of the General Settings section. 
  3. In the new pop-up, 
  4. In the new pop-up, select "Pool/Organization" as the type of portfolio 
  5. In the Organization field, type the name of the new Organization you want to create and click Create, or press Enter in the Organization field, type the name of the new Organization you want to create and click Create, or press Enter
  6. Once you convert the Portfolio, the Organization will also be created with it.