Welcome to the new Help Centre! ✨

You may have spotted our new and shiny company website - and that’s not all that’s changed! We now have dedicated Help Centres for each of our products to make it easier for you to find the right support. For a quick guide to what’s new and where to go, click here.

Software update: Wednesday 24th September 2025 7am - 7:30am

On Wednesday, we're updating EPortfolio & Engage, to introduce some improvements to existing features.
This update will require downtime.

Release notes can be found here for EPortfolio 
Release notes can be found here for Engage 



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Add a Team Member

  User Roles

This feature can be used by the following user roles:

  • Client Owners

To invite team members follow the steps below:

  1. Click My Organisation in the navigation menu
  2. Click Add Team member
  3. Add the First Name, Last Name, and Email Address of the new member
  4. Select the role(s) you wish to assign (You can assign multiple roles to each user)
  5. Click Invite team member

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