Portfolios help you organize suppliers and control user access within your organization. Admins can control which users have access to each Portfolio, ensuring that the right people can view supplier data in Panorays.
Setting Up a New Portfolio
Navigate to Company Settings → Portfolio Management
Click Add Portfolio
Enter a name for the Portfolio
Click Save
✏️ To rename a Portfolio, click the pencil button near the current name
Allocating Users to Portfolios
Go to Company Settings → User Management
Select the user you want to edit
Toggle the Portfolios that the user can access
Click Save
⚠️ Users can access one or multiple Portfolios depending on what you assign.
Assigning Suppliers to Portfolios
Open a supplier’s page and navigate to the INFO tab
Select the Portfolios the supplier should belong to
Click Save
Accessing Portfolios
Click All Portfolios (top-left)
Select the Portfolio you want to view
⚠️ Each user will see only the portfolios they were assigned to by the Admin
Deleting a Portfolio
Click the delete icon next to the Portfolio
Suppliers in the deleted Portfolio move automatically to the Default Portfolio
⚠️ Default Portfolio cannot be deleted. To remove it:
Assign a new default Portfolio
Delete the original default Portfolio