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Configure Advanced Settings: Portfolio


To configure advanced settings for the company's Portfolio tool.


Users with 'Admin' level permission can configure a variety of advanced settings for the company's Portfolio tool. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the company's Portfolio tool.


  1. Navigate to the company's Portfolio tool.
    This reveals the Portfolio page. 
  2. Click Configure Settings .
    This reveals the Configure Settings page. 
  3. Click one of these links in the sidebar:

See Also

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