Portfolios
How to group Accounts into Portfolios on Ledger Enterprise, and give Operators read-only visibility of them.
Role: Master Administrators only.
A Portfolio groups Accounts together. Use Portfolios to organize a Workspace by client, fund, desk, or entity.
Note: Only Master Administrators can create or edit Portfolios. Other Administrators can see them but cannot change them. If you need a Portfolio changed, ask a Master Administrator.
Important: A Portfolio does not control what anyone can do. It organizes Accounts and grants read-only visibility. Governance stays with Policies and Account Rules. See Policies.
What a Portfolio gives you
Groups Accounts under a name
Yes
Grants read-only access to those Accounts
Yes
Controls who can send, approve, or configure
No
Read-only users are Operators. A Portfolio gives them read access to its Accounts, and nothing more. It does not remove rights: an Operator named in the Rules of an Account can still act on that Account.
This is useful for people who need to watch rather than operate: a finance team reconciling balances, a client relationship manager, an auditor.
Create a Portfolio
Open Portfolios and select Create portfolio.
Enter a name. It must be unique among active Portfolios, with up to 45 ASCII characters.
Select the Accounts.
Select the Read-only users, if any. Only active Operators who are not suspended are listed.
Select Create portfolio.
Portfolios apply immediately. A Portfolio change is not a governed Request, so it needs no approval and no device. Policies and Whitelists, in contrast, go through Requests.
Through the API, a Portfolio name can have up to 120 characters.
Note: Because there is no approval step, a Portfolio change takes effect as soon as you save it. Check the read-only users before you select Create portfolio or Save changes.
Token Accounts
When you add an Account that has token Accounts beneath it, you can include those too. The form tells you how many there are.
Decide deliberately. A Portfolio meant for balance reporting usually wants the token Accounts. A Portfolio meant to group main Accounts by client may not.
Edit or delete a Portfolio
Edit a Portfolio to change its name, its Accounts, or its read-only users. Select Save changes to apply the edit.
Master Administrators can also link Portfolios from other places:
On the Accounts list, the Link portfolios action on an Account row.
On the Account info tab of an active Account, Link portfolio or Edit portfolios.
On the Users list, the Link portfolios action on an Operator row.
In the Account creation form, the Portfolios field. This field cannot be changed when you edit the Account.
The first three open the same Link portfolios dialog, for one Account or one Operator:
The field shows the Portfolios that the Account or Operator belongs to now.
Add Portfolios to the field, or remove them from it. One edit can do both.
Save applies all the changes at once. It is available only after a change.
Cancel discards the changes.
If the Portfolio you need does not exist, select Create a new one in the dialog. It opens the Portfolio creation form.
Delete portfolio asks for confirmation. The Portfolio then becomes inactive, and it no longer appears in the Portfolios list. It is removed from every Account and user linked to it. The Accounts themselves are not affected, and nothing is lost from them. Only the grouping and the read access it granted go away.
Warning: A deleted Portfolio removes the read access it granted, immediately. Access from the Rules of an Account or from another Portfolio stays. There is no approval step to catch a mistake.
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