Manage Portfolio Categories

After syncing portfolio items with PlusPortals in AdminPlus, you can choose which portfolio categories to display or hide by using the admin portal. For more information on syncing portfolio items with PlusPortals in AdminPlus, see the topic Sync Portfolio Documents with PlusPortals.

  1. In the admin portal, click Setup, and click Portfolio Categories.
  2. Select the check box(es) next to the desired categories.

    The following figure illustrates steps 2–5.

    Manage Portfolio Categories

  3. Optional: In the Portal Display Name column, customize how the category name appears in the Portals.
  4. Select the Show portfolio documents not belonging to any of the above categories check box to show any documents in other categories that don't appear in step 2.
  5. Click Save.

This topic was last updated on February 08, 2018.

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Copyright © Rediker Software, Inc. All rights reserved.