How do I Add a Roundtable for My Companies?

Follow these quick and simple steps to create a Roundtable for your companies!

Roundtable Steps

1. Navigate to My Companies

   • Go to the My Companies section in the platform.

2. Select ‘Add’

   • In the top right-hand corner of the page, click on the Add button.

3. Choose ‘Roundtable’

   • From the options provided, select Roundtable.

4. Name Your Roundtable

   • Enter a name for your Roundtable in the provided field.

5. Add the Roundtable

   • Click Add Roundtable to complete the creation process.

6. Access Your Roundtable

   • Your new Roundtable will now appear on the My Companies page or in the drop-down menu located in the top left-hand corner of the platform.

Roundtable Features

When you open a Roundtable, you will notice that the side panel differs from a regular company account. This unique layout is designed specifically for Roundtable functionality and provides tools tailored to group management and collaboration.