About Portfolios

A portfolio is a specific workspace, including a set of brands, that you can create within a Demand account. Each portfolio is assigned to one or more specific users who can only access the brands that are part of that portfolio. Only Admin users can manage portfolios.

We recommend creating portfolios if you have a large set of brands within an account and want to include your team's organization in RMP.

Master Portfolios

When your account is created, all users are assigned by default to a master portfolio that includes all the brands available in the account. If you create your own portfolio(s), make sure to remove users from the master portfolio before assigning them to their new portfolio.

Example

Agency XY holds a demand account containing brands A, B, C, and D. Their internal structure is the following:

Meg and Chris are in charge of brands A & C. Brand B is managed by Lisa. Mike manages brand D. To facilitate their team’s work, the account owner of Agency XY creates three portfolios within the account:

Portfolio 1 includes brands A & C. Meg and Chris are assigned to it, and removed from the master portfolio. They can now manage and see campaigns only for brands A & C.
Portfolio 2 has brand B. Lisa is assigned to it, and removed from the master portfolio. She can now manage and see campaigns only for brand B.
Portfolio 3 has brand D. Mike is assigned to it, and removed from the master portfolio. He can now manage and see campaigns only for brand D.

After a successful quarter for brand B, Lisa asks Chris if he can help her to manage a growing business. Chris, who’s always happy to help, is now working on brand B as well as A & C. Chris is added to Portfolio 2 and can now manage and see campaigns for brands B, A & C, through Portfolios 1 and 2.

Add a Portfolio

Click the Account Settings icon in the top right corner of RMP to view the Account Settings page.
Click Portfolios in the left pane.
Click Create Portfolio.
Name the portfolio and select the brands that you want to group. All brands available in your account are displayed in the table. Select only the ones you want to regroup.
Click Next.
Select at least one user to give access to the portfolio.
Click Create Portfolio.

Add or Remove Brands

On the Account Settings > Portfolios page, click the name of the portfolio you want to edit.
To add brands, click Add Brands and select the brands to add.
To delete brands, click the Remove icon > Remove Brand.
A portfolio must include at least one brand, so you cannot remove a brand from a portfolio that contains only one brand.