Portfolio Info Modal

Easily manage your portfolio details with features like setting a portfolio color, editing the name, toggling between private or public access, and utilizing the archive function for streamlined organization. Keep your portfolio information up-to-date and accessible with this intuitive tool.

Open Portfolio Info Modal

Click three dot on the Portfolio page. Click Rename Portfolio or Privacy Settings. The modal will open.

How to change Portfolio color on Portfolio Info Modal?

Click the folder icon on the modal to select a new color for the Portfolio.

How to change Portfolio name on Portfolio Info Modal?

Click Portfolio name to edit Portfolio name. Click save when finish.

How to change Portfolio privacy setting on Portfolio Info Modal?

Click the toggle button on the right to change the privacy setting of the Portfolio.

All members can view and access a Public Portfolio, while only Portfolio Members and Admins can see and access a Private Portfolio.

How to archive Portfolio on Portfolio Info Modal?

Click Archive on the Portfolio Info Modal to archive a portfolio.

When a portfolio is archived, all active projects within it will also be archived. Only Admins can unarchive portfolios, but the projects will remain archived. Learn more about Archived Portfolios