Portfolium Release Notes (2021-03-31)
In this Portfolium release (March 31), admins can import users on Portfolium within their network.
Admins can import users on Portfolium within their network.
This update allows admins to upload, schedule and import their own user data. Previously, admins had to reach out to their CSM to import user data on the backend.
Admins can drag and drop a csv file or select from their files.
A name can then be added for the upload, as well as a description.
The user data can be previewed and checked for any errors.
Once the import is in the system, admins can delete the import, choose to import now, or schedule an import.
When an import is successfully added to the system, it will show under the Completed section.
Admins can then view their import data, as well as download the csv for future use.