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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.

Manage user portfolios

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