Using the professional dashboard
The Professional Edition Dashboard provides a complete overview of the portfolios that are owned by (or shared with) your organisation, and allows you to manage access permissions for your clients and staff.
Navigating the dashboard
The portfolio view lists all of your portfolios (both those that you own and any portfolios that have been shared with you). You can also click to expand each row to view who has access to each portfolio. Click on the portfolio name to access the portfolio. You can click to change the access level or share the portfolio with another person directly from this page.
The client view lists all of your clients. You can click to expand each row to view the portfolios that you have shared with the client as well as any portfolios that the client may have shared with you.
In the example below you have shared “Sure to Rise Investments” with Patty Cakes.
Note that only the portfolio owner can share the portfolio or change the sharing settings.
The staff tab is accessible to the account owner and any staff that have been set up with owner level access. This page allows you to create additional logins for staff members and manage their access permissions. Staff member logins have full access to all portfolios under your account.
The ‘Add portfolio’ button at the top of the page allows you to add new portfolios to your account. Any portfolios that you add will be tallied up and added to your next monthly invoice. Your client will receive an invitation email inviting them to create a free guest account to view their portfolio data.