Manage Portfolio

How to edit the settings in your Portfolio

1.0 Introduction

The Manage Portfolio settings enable users with the appropriate access to edit organization app branding.

2.0 Accessing Manage Portfolio Settings

The Manage Portfolio Settings can be accessed in two ways:

1. Top Navigation: via the top navigation bar by clicking the account icon and selecting the 'Organization' tab at the top of the settings page , then opening the 'Manage Portfolio' options.
2. Workspace Settings: can be accessed from the Workspace page by clicking the settings option on the left navigation panel and selecting the 'Organization' tab at the top of the settings page , then opening the 'Manage Portfolio' options.

3.0 Edit Portfolio Settings

Urban SDK will initially add all necessary Portfolio settings for your account and only users with "Admin" and "Analyst" permissions have the ability to update the Portfolio.

Users with "Admin" permissions can edit Portfolio settings including:

• Embed in your website - Embedded the entire portfolio or an individual report in your website.

• Add a Logo and Link Colors - Customize the logo and select specific link colors.

Users with "Analyst" permissions can edit public Portfolio including:

• Embed in your website - Embedded the entire portfolio or an individual report in your website.