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  1. Wisly
  2. FAQ
  3. Portfolios

Portfolios

Everything you need to know on portfolios

  • How to create portfolio?
  • How to edit a portfolio's details?
  • How can I convert a Solo portfolio to Multi-User?
  • How can I create new organizations?
  • How to invite users to an organisation portfolio?
  • How to add and delete users from a multi-user portfolio?
  • What is an audit trail?
  • Why can’t I create a Multi-User portfolio?
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