Portfolios

Manage the portfolio's memberships and organization children from the Portfolio Dashboard, Configuration tab.

Create Membership

- Click on the Plus Icon in the header row of the Users table.

- Enter a user's email address and role, then click submit.

If the user doesn't exist, a new user account will be created and a verification email sent to the email address.

Update Membership

- Click on the Edit Icon in the header row of the Users table.

- Edit the role of the membership, then click submit.

Delete Membership

- Click on the Edit Icon in the header row of the Memberships table.

- Click on the "Delete" button.

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Add child Organization/s

- Click on the Plus Icon in the header row of the Organizations table.

- Select one or more organizations, and click submit.

Delete child Organization

- Click on the Delete Icon next to the child organization you want to remove from the portfolio.

- Click the Delete button to confirm.