This article provides guidance on adding Portfolios and creating and managing Teams within your Valimail account.
Portfolios are used to organize and manage groups of domains, allowing for streamlined oversight and administration.
Teams provide role-based access controls, enabling administrators to define and assign specific permission levels to individual users or groups.
The Teams feature is included in all Valimail products, while Portfolios are exclusive to the Enterprise tier of Enforce.
Creating a Portfolio and Adding Domains
1. Expand the Settings section from the left side menu.
2. Click on Portfolios:
3. Once in Portfolios, click on the + Add Portfolio button located on the right-hand side of the screen:
4. Give a name to your new Portfolio and a description that details its purpose. Once finished, click Save.
5. On the next window that comes up, click on the + Add Domains to Portfolio button:
6. Add domains to your portfolios using one of these options:
Click on the desired domains from the list.
Add the desired domain/s from a CSV file. The first row in the CSV file should contain the word "domains".
7. Once the desired domain/s are selected, click on Add Domains.
8. You can always delete any domain in the portfolio by just clicking on the corresponding X button next to that domain.
You can always rename your Portfolio by clicking on the editing pen next to the portfolio's current name.
Creating and Managing Teams
Go to Account Settings in the top right corner of the page.
Click on the Teams section from the side menu.
Click ADD from the top right.
Enter the Team Name and optionally add a description. Owners will have the ability to edit, remove, add members, and specify their permissions.
Managing User Permissions
After creating the team, click on its name, and then you'll be able to add members and permissions for Portfolios, Organizational domains, and Subdomains.
Only member-type users can be added to a Team. Owners cannot be assigned to a team, as they already possess view and edit permissions for all domains within the account.
In terms of permissions, access can be granted to the Authentication Report and Domain Configuration for specific organizational domains and subdomains, or for entire portfolios.
Assigning Teams users to Portfolios
1. Click on the respective team that you want to manage:
2. Inside the Team, you will have the option to add or remove any Team members.
3 Click on the Portfolios tab.
4. Select portfolios that the team will have access to and set permissions.
