My portfolios

My portfolios · Help

With three brands or five clients, counting how many accounts sit in which portfolio by visiting each one is a waste of time. My user settings › My portfolios shows every portfolio you own and every one you are a member of on a single screen: your plan, your portfolio allowance and each portfolio's account and team usage. This guide covers the three sections.

💡 This screen belongs to your user account and needs no permission. It opens even if you have no portfolio, and points you at creating one.

What it is for

The screen answers three questions:

How many portfolios do I have, and how many more can I create?
How many accounts and how many people are in each portfolio?
Which of other people's portfolios do I work in, and with what role?

How to reach the screen

Click your user card at the bottom left.
Pick My portfolios from the menu.

A New portfolio button sits to the right of the title; that is where you start when you want to create one.

The Your plan section

The first section, with two rows:

Plan — your plan's name. If you are in a trial, a trial badge sits next to it. With no subscription of your own it reads "None".
Portfolios — how many you have created and your allowance (for example 2 / 3, or 2 / unlimited).

A Manage plan button sits to the right of the section and takes you to Plan and invoices.

The portfolio allowance is a total limit: it counts the portfolios you own. Other people's portfolios you are a member of don't enter that count, because they use their owners' plans.

Portfolios you own

The second section, a four-column table.

Portfolio. The portfolio's name; click it to go there. Unnamed portfolios appear as "Unnamed portfolio". If a portfolio is scheduled for deletion, an amber To be deleted badge sits next to its name.

Under the name, in small type, its accounts are listed. With many accounts the first four are listed and the rest shown as +n more. With none it reads "No accounts".

Accounts. How many accounts are connected in that portfolio and the plan's per-portfolio account limit, read as 2 / 5.

Team. How many people are in that portfolio and the plan's per-portfolio team limit, in the same format.

Settings button. Goes to the portfolio's settings. It only appears if you can manage that portfolio, and takes you to the entrance of Portfolio settings (opening the first screen your role and the lock allow).

With no portfolios, the table is replaced by "You don't own any portfolio."

Reading the account and team figures

Those two columns make planning easy. For instance, on a five-account plan with three portfolios the table might look like this:

Brand A — Accounts 5 / 5, Team 2 / 5
Brand B — Accounts 2 / 5, Team 5 / 5
Archive — Accounts 0 / 5, Team 1 / 5

Three conclusions follow: you cannot connect a new account to Brand A (limit full), you cannot invite a new member to Brand B, and the Archive portfolio is sitting empty. To add one more account to Brand A you either upgrade the plan or move an account into Archive; see Moving an account to another portfolio.

Portfolios you are a member of

The third section, shown only if you are a member of someone else's portfolio. Its note says: "These portfolios use their owners' plans."

The table has two columns:

Portfolio. Its name, with the accounts you can reach underneath. That is an important distinction: in portfolios you own, all accounts are listed, while in a portfolio you are a member of, only the accounts you were granted access to appear. For the concept of account access see Team and invitations.

Your role. The role you work with there: Admin, Editor, Agent or Viewer.

This section has no account and team usage columns, because those limits belong to the portfolio owner's plan, not yours.

Pagination

The two lists paginate separately. Change one list's page and the other's is preserved.

Creating a new portfolio

The New portfolio button in the header starts the setup flow. Situations that call for a new portfolio:

Separate brands. When you don't want two businesses' accounts, teams and automations mixed.
Separate clients. As an agency, each client sits in its own portfolio and you grant team access per client.
Getting past the account limit. If a portfolio's account limit is full and your plan still has portfolio allowance, you can create a new portfolio and connect there.

If your portfolio allowance is used up you cannot create one; you have to upgrade your plan.

💡 Don't try to get a new portfolio's name perfect straight away; it can always be changed. See Portfolio settings: General.

Portfolios due for deletion

A portfolio carrying the To be deleted badge is locked: its accounts don't open and no messages arrive. Click its name and you land on the portfolio's lock screen, where the deletion date is printed and, if you are the owner, a cancel button sits.

A locked portfolio still uses your portfolio allowance; it isn't released until the deletion day. If you need a slot immediately, either cancel the deletion and empty the portfolio, or wait for the day. See Deleting a portfolio.

Common mistakes

Assuming portfolios you are a member of count against your allowance. They don't; they use their owners' plans.

Expecting to see all accounts in a portfolio you are a member of. Only accounts you were granted access to are listed.

Confusing the portfolio allowance with the account allowance. The portfolio allowance is a total; the account allowance is per portfolio.

Assuming a "to be deleted" portfolio frees its slot. The slot stays used until the deletion day.

Trying to get past plan limits by creating more portfolios. The contact, automation, credit and media-space limits are totals; a new portfolio doesn't multiply them. Only the account and team limits are per portfolio.

For your plan and limits see Plan and invoices, to manage a portfolio's accounts see Portfolio accounts, and to rename a portfolio see Portfolio settings: General.