How to edit an international portfolio

First, navigate to your international portfolio from the portfolios tab. Once inside, click on the arrow next to actions in the top right-hand corner.


A list will appear of all possible actions you can take for this portfolio. Click on 'Edit Portfolio' to edit.

edit portfolio

A sidebar will now open up on the right side of your page with options to edit your international portfolio.

edit options

From here you can:

  • Edit the name and description of the portfolio.
  • Toggle on/off if it's private or public (if the rest of your organisation can view it).
  • Add recipients' email addresses for the daily/immediate portfolio alerts.
  • Toggle on/off if you want to be immediately alerted of an event or not.