Organizations

Create

•  Navigate to the Admin page, Organizations tab
• Click the plus icon in the table (upper left-hand corner)
• Give the portfolio a name
• Type in an address for the Organization
  • make sure to click the correct address from the dropdown
• If the org is a portfolio, click the checkbox
• Submit the form to save the new org

Edit

• View all of the selected organization's attributes
• Edit the organization's name or address