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Portfolio Settings

How to edit the settings in your Portfolio

Jonathan Bass avatar
Written by Jonathan Bass
Updated over a week ago

Portfolio Settings

Urban SDK will initially add all necessary Portfolio settings for your account.

Only users with "Admin" and "Analyst" permissions have the ability to update the Portfolio.

Users with "Admin" permissions can edit Portfolio settings including:

  • Embed in your website - Embedded the entire portfolio or an individual report in your website.

  • Add a Logo and Link Colors - Customize the logo and select specific link colors.

  • Add Organization Name - Add a different public facing Organization name (e.g Acronym... Regional ABC) than the Organization account owner name.

  • Create Categories - Save information in a specific Category for Portfolio menu links.

Users with "Analyst" permissions can edit public Portfolio including:

  • Embed in your website - Embedded the entire portfolio or an individual report in your website.

  • Create Categories - Save information in a specific Category for Portfolio menu links.

If you need "Admin" and "Analyst" permissions or further instruction to embed your Portfolio please contact your Admin or support - help@urbansdk.com.

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