Admins only
Can edit Portfolio content, settings, toggles, and branding
Can publish Portfolio updates
Members
Can view the Portfolio
Can share the Portfolio link
Cannot edit Portfolio content or settings
Beacon inclusion rules
Portfolio is an automatic aggregation of all Beacons in the account
Once an account has 3 or more Beacons, Beacon data will begin to populate in the Portfolio.
There is no way to select or exclude individual Beacons
There is no per-user customization
All eligible Beacons contribute to Portfolio data
Portfolio controls (Admin only)
Common controls
Preview mode
View the Portfolio as sellers/prospects see it
Desktop and mobile previews available
Refresh
Pulls the latest data from Beacons and connected sources
Publish
Makes Portfolio updates live
Share
Generates a shareable Portfolio URL
As with Beacons, changes are not live until published.