---
title: Setting Up a Portfolio Organization
description: Create your organization, connect repositories, and run your first portfolio group audit
category: Getting Started
order: 2
---

# Setting Up a Portfolio Organization

A **portfolio organization** is the workspace where investment teams, advisors, and portfolio companies collaborate on **group audits** across multiple repositories.

For a single-repository audit without a portfolio workspace, import a repository directly from **My Audits**.

## Before you begin

- A CodeDD account
- Git access to target repositories (OAuth, PAT, or SSH — see [Repository Connection & Security](/documentation/repository-connection-security))
- **LOC budget** on your account, or a plan to purchase lines during checkout ([Common Questions](/documentation/common-questions-account-billing-support))

## Step 1 — Create your organization

On the user dashboard (**My Audits**), click **Create your organization**, enter a name, and confirm.

You become the organization **initiator** with full access to dashboards, audits, and member invitations.

You can also create a billing organization during audit checkout, but portfolio analytics still require creating the organization from the dashboard.

## Step 2 — Open the organization dashboard

Navigate to your organization from the dashboard. Initiators and reviewers see portfolio KPIs and audit controls. Submitters can import repositories but do not see portfolio analytics — see [Team Members & Access Roles](/documentation/team-members-access-roles).

## Step 3 — Create your first group audit

Click **Create New Audit** on the organization dashboard.

1. Name the group audit (deal name or reporting period).
2. Define participants — your team as auditors, portfolio engineers as invitees.
3. Send invitations — invitees receive email links to connect repositories and mark audits ready.

Only **initiators** can create organization-level audits.

## Step 4 — Connect repositories

Each invitee (or you, if connecting directly) imports repositories via:

- **Git OAuth** — GitHub, GitLab, Azure DevOps, or Bitbucket (recommended)
- **PAT or SSH** where OAuth is unavailable
- **CodeDD CLI** for local-first audits — [CodeDD CLI Guide](/documentation/codedd-cli-guide)

After import, CodeDD discovers files and calculates lines of code.

## Step 5 — Select audit scope and pay

1. Open **audit scope selection** for each repository.
2. Review discovered files and adjust which receive deep LLM analysis.
3. Complete checkout if scoped lines exceed your LOC budget.

Purchase additional lines under **Account → Billing** before or during checkout.

## Step 6 — Start the audit

1. Invitees mark repositories **ready** when import and scope review are complete.
2. Confirm execution from the group audit workflow.
3. Track progress on the organization dashboard.

When processing finishes, portfolio tabs unlock: benchmarks, technical debt, security, architecture, dependencies, development insights, and PDF export.

## Step 7 — Invite your team (optional)

From **Manage Access**, invite colleagues as **Reviewer** (full report access) or **Submitter** (repository import only). Up to 10 email addresses per batch.

Details: [Team Members & Access Roles](/documentation/team-members-access-roles).

## Troubleshooting

| Issue | What to try |
|-------|-------------|
| No **Create New Audit** button | Confirm you are an **initiator** |
| Import fails | Verify Git credentials — [Repository Connection & Security](/documentation/repository-connection-security) |
| Checkout blocked | Top up LOC under **Account → Billing** |
| Submitter cannot see KPIs | Expected — assign **Reviewer** for dashboard access |
| CLI audit not appearing | Run `codedd auth status` and confirm sync completed |

## Next steps

- [Portfolio Monitoring](/documentation/portfolio-monitoring)
- [Common Questions — Account, Billing & Support](/documentation/common-questions-account-billing-support)
- [Audit Process Overview](/documentation/audit-process-overview)
- [CodeDD CLI Guide](/documentation/codedd-cli-guide)