What is The Purpose of A Portfolio:
- The purpose of Portfolios are to structure your assets by complex, estate, body corporate, branch (CPT, JHB, and PE), and by agent.
- Setting up your portfolios will allow each user specific access to a particular group of assets on the solution.
Navigation: Profile> Company Settings> Portfolios
- Click on your Profile
- Click on Company Settings
- Select Portfolios
How to Create a Portfolio and How to Link Users:
- Click on New Portfolio
- Enter the Portfolio Name and click on Create
How to Link Users to a Portfolio:
Once the Portfolio has been created, you will be able to assign the user's that will need access to that Portfolio
- Select the Edit icon, followed by the User, and Update
To summaries, you are able to link as many users as needed to a Portfolio. Once the users have been selected and the Portfolio has been updated, those users will have access to the Portfolio in question. A Portfolio can be created at any time, or whenever there are new take on's.
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