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This page will explain how to manage the account's application portfolios. 

Contents:

To access the page, go to the drop-down menu on the top-right and select Application Management > Portfolio

Add a new portfolio

Click Add and a new pop-up window appears. This new screen is divided into three sections:

NameDescription
Group of portfoliosThe name of the portfolio group
DescriptionDescription of the use of this portfolio group
PortfoliosThis field allows you to enter new portfolio values in the text box. Click Add to create it. You can set identical values for different portfolios. Once a value is added, Delete will appear to delete it if needed.

 

Edit a portfolio

To add new values to a portfolio group or remove existing ones, open the drop-down menu on the right and select Edit .

Delete a portfolio

The Delete action allows you to delete a portfolio group.

 

 

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