Create portfolios

Portfolios let you group companies into folders so you can manage them together — filtering companies, contacts, and follow-up tasks in one view.

What portfolios are

A portfolio is a named group of companies. Think of it as a folder you assign companies to. A few things to know before you start:

• Account-wide — portfolios are shared across all administrator users. Every admin on your account can see all portfolios, regardless of who created them.
• Single membership — a company can only belong to one portfolio
• Admins only — only users with the Administrator role can create and manage portfolios
• No permissions — being in a portfolio does not affect who has access to the companies inside it. Access is managed per company as usual.

Default portfolios

dCompany includes four default portfolios to get you started:

• All companies — every company you administer
• Administration — operational companies
• Board positions — companies where you hold a board seat
• Investments — companies where you are a passive investor

Create a new portfolio

1. Click the portfolio name in the top-left corner to open the portfolio selector.
2. Select + New portfolio at the bottom of the dropdown.
3. Enter a Name in the dialog. You become the portfolio manager, with authority to add and remove companies from it.
4. Click Submit.

Use a portfolio as a global context

Once you select a portfolio, the Companies, Follow up, and Contacts views all filter to show only the companies in that portfolio. This makes it easy to focus on one segment of your group at a time.

Select All companies to go back to an unfiltered view.