Portfolios are a way to group your entities, giving you a more convenient way to organise and access them.
Create a portfolio
To create a portfolio, please follow the steps below:
1. Navigate to the Portfolios tab on the Organization Dashboard.
2. Click on New, located at the top left, just below the Organization name.
3. The Portfolio name is mandatory, add a description (optional), and select the entities you'd like to include.
Updating a Portfolio
To update a portfolio, please follow the steps below:
1. Navigate to the Portfolios tab on the Organization Dashboard.
2. Select the desired Portfolio name from the left-hand panel.
3. Click on Edit Portfolio to the right of the portfolio name.
4. Either update the name of the portfolio, or add/remove entities (description optional).
5. Click Update once done.
Have any questions?
At Libryo, we really want all our users to get the most from our application. If you have any questions or require further support, please contact us.