Portfolio Setup - User Guide

Created by Martina Farneva, Modified on Mon, 18 Mar 2024 at 01:39 PM by Martina Farneva

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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