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home/Knowledge Base/Portfolio/How to manage segmentation on portfolio level

How to manage segmentation on portfolio level

22 views 0 31 januari 2019 Updated on 31 January 2019 jbrouckaert

If you have a portfolio editor role, you can enter values in the segmentation fields that were defined by the community manager.

  • Select Portfolios in the left menu column
  • Open the portfolio that you want to edit.
  • On the header of the portfolio, open the link “More info”. There you can find all the segmentation that is configured for your community.
  • Enter a value (or choose from the dropdown field).
  • Click “Apply Changes” to save your changes.

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Portfolio
  • How to manage segmentation on portfolio level
  • How to make a portfolio private
  • How to give a user access to a specific portfolio
  • How to manage portfolio financials
  • How to unlink a project from a portfolio
  • How to link a project to a portfolio
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