> For the complete documentation index, see [llms.txt](https://docs.itsaffinity.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.itsaffinity.com/product-guides/external-organizations/portfolio-management/inviting-organizations.md).

# Inviting Organizations

To invite a new organization, click on the "Add New Company" button on your portfolio page.

<figure><img src="/files/jjKJvRRGVxBSEJLxhGd2" alt=""><figcaption></figcaption></figure>

Then fill in the details for the organization you wish to invite and click create. When you click create it will add the organization to your portfolio and the admin you specified will receive an email to create their account and set up their organization.&#x20;

### Step 1 - General Company Info

<figure><img src="/files/OVd6oIPVGVXJ3uNta0vp" alt=""><figcaption></figcaption></figure>

### Step 2 - Administrator Contacts

<figure><img src="/files/HaHVVwnccNs7bVCEGnkf" alt=""><figcaption></figcaption></figure>

### Step 3 - Review Information and Submit

<figure><img src="/files/PnmzS7UfwCnQiZk1Lmr3" alt=""><figcaption></figcaption></figure>

At this point, the organization will be viewable in your super admin portfolio panel. Once the organization accepts your invite, you will receive an email informing you.