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.
A sidebar will now open up on the right side of your page with options to edit your international portfolio.
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.
To begin, access your international portfolio through the portfolios tab. Once you’re there, click on the arrow next to the actions located in the top right corner.
A menu will display all the potential actions available for this portfolio. Click on 'Edit Portfolio' to make changes.
A sidebar will now appear on the right side of your screen, providing options for editing your international portfolio.
Here, you can:
- Modify the name and description of the portfolio.
- Switch the visibility setting to private or public (to determine if others in your organization can see it).
- Input email addresses for recipients to receive daily or immediate alerts about the portfolio.
- Toggle whether you wish to be immediately notified of any events.
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