Manage Portfolio Categories

After syncing portfolio items with PlusPortals in AdminPlus, you can choose which portfolio categories to display or hide. For more information on syncing portfolio items with PlusPortals in AdminPlus, see the topic Sync Portfolio Documents with PlusPortals.

To manage portfolio categories, follow these steps:

  1. On the navigation bar, click Setup > Portfolio Categories.
  2. Select the check boxes next to the desired categories.

    Manage Portfolio Categories

  3. Optional: In the Portal Display Name column, edit how the category name appears in the portals.
  4. Select the Show portfolio documents not belonging to any of the above categories check box beneath the table to show any documents in categories other than the ones listed.
  5. Click Save.

This topic was last updated on January 28, 2019.

Copyright © Rediker Software, Inc. All rights reserved.