Adding SMEs to your portfolios.

This article walks you through adding SMEs to your portfolios.

We want to give you the quickest ways to add SMEs to your portfolio. That’s why you can add SMEs from:

1. Within a generated report:
   • Click on ‘Manage Portfolios’ in the top right of a report,
   • Select the portfolio(s) you want this SME to be part of,
   • Click Update.
     
     
     
2. Reports list table (Organisation Reports, My Reports, Multiple Companies)
   • Select the SME(s) you want to attach to a portfolio,
   • Click the add [+] button,
   • Select the portfolio(s) you want the SME(s) to be part of,
   • Click Add.
     
     Note: To remove SMEs from portfolios, select the portfolios you want to make changes to, click the remove [-] button.
     
     
3. From Batches:
   • Select the SME(s) you want to attach to a portfolio,
   • Click the add [+] button,
   • Select the portfolio(s) you want the SME(s) to be part of,
   • Click Add.
     
     Note: To remove SMEs from portfolios, select the portfolios you want to make changes to, click the remove [-] button.

If you have any further questions or face any issues, please contact our support team.