How to create Organisations

You start with one organisation. New Organisations are added to your Organisation dropdown list whenever a plan is shared to you from a new Organisation.

Changing Organisation name and details

The name of your own Organisation can be changed on the Organisation tab by the owner of that Organisation.

You can also update other details about the Organisation here. This tab will be visible to anyone you have shared plans to or invited to your Organisation. Only the Organisation Owner can edit these details.

Adding new Organisations

You may wish to have more than one organisation - for example if you are an advisor working with three clients, you could create three Organisation and invite each client as an Organisation Member of their respective Organisation. 

This allows you to collaborate with users across many different Organisations, while keeping their plans and permissions completely separate from one another.

It's easy to set up a new Organisation.

  1. Click on the dropdown at the top of the screen and select "+New organisation"
  2. Enter the details for the new organisation - the Organisation name is mandatory 
  3. Click the Create organisation button