Who can use this feature?
- Refer to user licenses for limitations
- Available on all plans
The default scope of accounts that appear in your Workspace and My Business pages a depends on the setting your admin has defined for the role you have within the current team. Adjusting the scope changes the values shown on the page.
- Click the Settings button (gear icon) within the upper, right corner of any Workspace or My Business page.
If this button is not available to you, your administrator has chosen to lock your portfolio and has likely already chosen the scope that makes the most sense for your role.
- Within the Define portfolio scope box, click +More Filters to manually chose filters that will narrow the scope of accounts, such as "Contract Value > $25K." Or, click Reset to My Customers to automatically apply the filter "Account assignment members = <Your Name>."
- Click Save.
The values on the page update according to the matching accounts, plus any accounts that are pinned to your Pinned Accounts tab.