Guides

Deleting a Portfolio

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This action is permanent

Once deleted, the Product cannot be recovered. Ensure this is the intended action before proceeding.

To delete a Portfolio, follow these steps:

  1. From the Portfolios page, find the Portfolio that you want to delete, click the three dots ( ) from the Actions column, and select Delete (figure 1).
Figure 1. The option to delete a portfolio on the Actions menu.

Figure 1. The option to delete a portfolio on the Actions menu.


  1. A confirmation dialog will appear.
  2. Click Confirm to finalize the deletion.
  3. Once confirmed, the Portfolio will be permanently removed from the platform.

Updated about 12 hours ago