Create a consortium

TestVault allows you to easily create a consortium from a list of companies. You can do this by creating rules that indicate which companies should be included in the consortium. In most cases you will only need to create a single rule which specifies the list of companies, however you can use multiple rules if necessary. Follow these steps to add a consortium.

Step 1. Create a new consortium

  1. Click "Groups" from the main navigation.
  2. Click "Consortiums" on the top left.
  3. Click the "New Consortium" button.
  4. Fill out the consortium name and optionally fill out the other fields.

Step 2. Add companies to the consortium

  1. Click the "Companies" link.
  2. Click "Actions" on top right and "Add Companies".
  3. Fill out each of the companies you would like to add to the Consortium (you just need to type the first few letters and the name will auto-complete). Repeat for all the companies in your consortium.
  4. Click "Save".

Note that additional companies can be added to the consortium as needed.

Check out the video tutorial for creating a consortium.