Prerequisites
In order to convert a portfolio to Muti-User, two things must be true:
- The Portfolio must be a Solo Portfolio to start with (otherwise the option won't be presented to you)
- You must have an active Pro Plan
Steps
- Go to the Portfolio Page of the portfolio you with to convert
- Select the Settings tab in the horizontal Portfolio Menu
- Under General settings, locate the button at the bottom that says Convert to Multi-User
- In the new pop-up, select or create the organization for the multi-user portfolio
- Select users you wish to invite to collaborate on the portfolio
- Submit the request