Customize Appearance: Manage Portfolio Categories

After syncing portfolio items with PlusPortals in AdminPlus, you can choose which portfolio categories to display or hide. For more information on syncing portfolio items with PlusPortals in AdminPlus, see the topic Sync Portfolio Documents with PlusPortals.

To manage portfolio categories, follow these steps:

  1. On the PlusPortals navigation bar, click Setup > Portfolio Categories.
  2. Select the check boxes next to the desired categories.
  3. Optional: In the Portal Display Name column, edit how the category name appears in the portals.
  4. Optional: If you want to show documents in categories other than those listed, select the Show portfolio documents not belonging to any of the above categories check box beneath the table.
  5. Click Save

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