Portfolium

How do I use the Portfolio Management Dashboard as an admin?

Updated Apr 01, 2021

The Portfolio Management dashboard gives you an overview of data in your account.

Open Folios

Open Folios

In the Toolbar, click the Folios icon.

View Account Overview

The Folio dashboard displays an aggregate overview of all data in your account that is refreshed daily.  

View Weekly Overview

View Weekly Overview

The Weekly Overview graph displays a filtered view of data added to your account in the past seven days.

View Trending Data

The Trending Data chart shows trends in your account. The chart rotates to display trending skills and trending companies.

View Recently Active Users

You can view a list of recently active users in the account. Use the arrow buttons to scroll through the list.

View Activity Feed

View Activity Feed

The Activity Feed shows a list of recent activity in your account. Each activity item includes a time range [1], an action icon [2], and a description of the activity [3]. Activity events that display in the list may include assignment and course activity, user access, admin activities such as uploading data or network settings, and more.

View Navigation Menu

View Navigation Menu

You can use the navigation menu to access different parts of your account, including user directories, network settings, and integration settings.

Previous Article How do I switch networks in Portfolium?
Next Article How do I view and manage users in Portfolium as an admin?