Configure the Company Home

Company Admins can standardize the Company Home for their entire team. You can rearrange or resize the information cards, ensuring a consistent view across the organization.

• Required User Permissions

• Updates made to the Company Home are reflected in all users.

• Currently, if you remove a card, you cannot add it back.

1. Navigate to the company's Portfolio tool or Home.

2. Click the tab's vertical ellipsis .
   

   • Move and Resize Information Cards

     1. Click Edit View.

     2. Click and hold the information card and drag it to the location that you want on the page.

     3. Click and hold the resize icon in the information card's corner and drag the card until it's the size you want.

   • Remove Card
     Important: At this time, you cannot add back a removed card

     1. Click the delete icon.

     2. Click Remove Card to confirm.

   • Rename Portfolio Tab

     1. Click the Overview tab's vertical ellipsis and click Rename.

3. Click Save.