Entities and Portfolios FAQs
Find quick answers to the most common questions about the Entities and Portfolios in Libryo Assess.
What is an entity?
Entities group users, sites or standards within your account. They can represent auditing groups, locations or specific standards, and user access is assigned at entity level.
How do I create an entity?
On the Organization Dashboard, open the Entities tab, click + New Entity, complete the entity details, and click Create. See How to Create an Entity.
Can I delete an entity?
Yes, but you must first delete all assessments and action items linked to it. Then click Delete on the entity and confirm.
What is a portfolio and how do I create one?
A portfolio groups your entities so they are easier to organise and access. On the Organization Dashboard, open the Portfolios tab and click New. Enter a name (required), add a description if you wish, select the entities to include, and click Create.
How do I update a portfolio?
Open the Portfolios tab, select the portfolio from the left-hand panel, and click Edit Portfolio. Change the name or add and remove entities, then click Update. Only entities that already exist can be added, so create any new entity first. See Create or Update a Portfolio.
Still need help?
Email the support team at support.assess@erm.com. To help us resolve your query faster, include your organisation name, a screenshot or screen recording, the browser or device you used