# 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.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.itsaffinity.com/product-guides/external-organizations/portfolio-management/inviting-organizations.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.