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Manage Portfolios

Administrators can edit portfolio settings from the Administrator Panel. These settings allow administrators to set access guidelines and general system availability for portfolios.

How to Edit Portfolio Settings

  1. On the Administrator Panel, under Content Management, click Portfolios.
  2. Click Portfolio Settings.
  3. Set the availability of portfolios on the system. Portfolios can be turned on or off system wide for all users or for users with specific roles.
  4. Set the availability of Personal Portfolios.
  5. Set the availability of Basic Portfolios.
  6. Click Submit.

How to Manage User Portfolios

Administrators can view and manage user portfolios. Follow these steps to manage portfolios for a specific user.

  1. On the Administrator Panel, under Content Management, click Portfolios.
  2. Click Manage Portfolios.
  3. Provide or Browse for a username.
  4. Click Submit.
  5. The user’s My Portfolios page appears, and from there administrators can manage all porfolios belonging to that user.