Portfolio Default Settings
1. Manage Portfolio Default Settings To manage Portfolio Default Settings in the Company Profile Settings, open the FOCUS™ platform using this link: ...
Tue, 22 Sep, 2026 at 5:53 PM
1. Portfolio Default Settings – Update Monthly/ Fortnightly Reporting Schedule 1. Within the Portfolio Default Settings page, scroll to the ‘Reporting S...
Tue, 22 Sep, 2026 at 5:55 PM
1. Portfolio Default Settings – Update Weekly Reporting Schedule 1. Within the Portfolio Default Settings page, scroll to the ‘Reporting Schedule’ secti...
Tue, 22 Sep, 2026 at 5:55 PM
1. Portfolio Default Settings – Assign a Key User 1. Within the Portfolio Default Settings page, scroll to the ‘Assigned Key Users’ section and then cli...
Tue, 22 Sep, 2026 at 5:55 PM
1. Portfolio Default Settings – Remove a Key User 1. Within the Portfolio Default Settings page, navigate to the ‘Assigned Key Users’ section. This is w...
Tue, 22 Sep, 2026 at 5:55 PM
1. Manage Portfolio Default Settings – Access Levels 1. Within the Portfolio Default Settings page, scroll to the ‘Access Levels’ section t...
Tue, 22 Sep, 2026 at 5:43 PM
1. Portfolio Default Settings – Add a Close Out Checklist 1. Within the Portfolio Default Settings page, scroll to the ‘Portfolio Checklists’ section th...
Tue, 22 Sep, 2026 at 5:54 PM
1. Portfolio Default Settings – Update a Close Out Checklist 1. Within the Portfolio Default Settings page, scroll to the ‘Portfolio Checklists’ section...
Tue, 22 Sep, 2026 at 5:57 PM
1. Portfolio Default Settings – Delete a Setup Checklist 1. Within the Portfolio Default Settings page, scroll to the ‘Portfolio Checklists’ section the...
Tue, 22 Sep, 2026 at 6:01 PM
1. Portfolio Default Settings – Add a Close Out Checklist 1. Within the Portfolio Default Settings page, scroll to the ‘Portfolio Checklists’ section th...
Tue, 22 Sep, 2026 at 6:03 PM