Portfolios
View Assignment Summary
Step-by-step instructions: See open and closed Assignment counts and time to close
Manage a Portfolio's Resources
Step-by-step instructions: Add, edit, and delete the Resources in a Portfolio
Update Portfolio Info
Step-by-step instructions: View or change a Portfolio's name, description, and categories
Portfolios Overview
Overview: Portfolios are containers for Procedures
Create a Portfolio
Step-by-step instructions: Create and organize containers for your Procedures
Add Members to a Portfolio
Step-by-step instructions: Give Organization Members access to specific Portfolios
Portfolio Access
Overview: Portfolio Access levels
Update Portfolio Member Access
Step-by-step instructions: View or change Account Access on a Portfolio.
Delete a Portfolio
Step-by-step instructions: How do I delete a Portfolio I own?