Manage your portfolios

Summary

A portfolio in Digital Showroom is a curated selection of products shared with specific user groups. Each portfolio is linked to one PIM channel and has its own configuration for locales, currencies, and product display — letting you tailor the browsing experience for different audiences. For example, one portfolio for your European sales team with French and German locales, and another for your North American team with English and USD pricing.

Create a new portfolio

To create a portfolio in Digital Showroom, you must be an administrator.

  1. Go to Admin > Portfolios.
  2. Click New portfolio in the top-right corner.

  3. Fill in the portfolio details:

    • Name — Enter a unique name for the portfolio. The name must be unique across all portfolios in your organization. A real-time check indicates if the name is already taken.
    • Channel — Select the PIM channel for this portfolio. The channel determines which locales and currencies are available.
    • Available locales — Select one or more locales from the channel's available locales. Product data is displayed in these languages.
    • Available currencies — Select one or more currencies from the channel's available currencies. Price attributes are displayed in these currencies.
    • Click Create to save the portfolio.

Admin portfolio creation modal showing fields for portfolio name, channel, available locales, and available currencies

The Digital Showroom portfolio creation modal, showing the Name field, Channel selector, and the Available locales and Available currencies selectors.

After creation, you are automatically redirected to the portfolio's edit page where you can continue configuring it.

When you select a channel, all of the channel's locales and currencies are pre-selected by default. Remove any locale or currency you don't need for this particular portfolio.

The portfolios list

The Admin > Portfolios page in Digital Showroom shows all portfolios in a table with the following columns:

  • Name — The portfolio name. Click on a row to open it for editing.
  • User groups — The user groups assigned to this portfolio.
  • Created at — The date the portfolio was created.

You can sort the table by Name or Created at by clicking on the column headers. Use the search bar to filter portfolios by name.

Portfolios list table showing columns for Name, User groups, and Created at, with duplicate and delete action icons on each row

The Digital Showroom portfolios list, showing portfolio names, assigned user groups, creation dates, and action icons for duplicating or deleting each portfolio.

Once you have created a portfolio, you can open it at any time to update its settings.

Edit a portfolio

To edit a portfolio in Digital Showroom, you must be an administrator.

  1. Go to Admin > Portfolios.
  2. Click on the portfolio you want to edit.

  3. The portfolio edit page opens with a sidebar on the left showing all configuration sections:

    • Portfolio settings — Name, channel, locales, currencies, user groups, and product filters
    • Navigation — Category tree selection
    • Attribute selection — Which attributes are visible
    • Navigation filters — Filterable attributes for end users
    • Asset filters — Asset family and media type filters
    • Product grid columns — Columns shown in the product gallery grid
    • Product details — Featured attributes and product label configuration
    • Export Settings — PDF export configuration
    • Navigate between sections using the sidebar. Make your changes and click Save when done.

Portfolio edit page showing the left sidebar with configuration section links and the Portfolio settings form open

The Digital Showroom portfolio edit page, showing the left sidebar with all configuration sections and the Portfolio settings tab open.

If you have unsaved changes and navigate to a different section, a confirmation dialog asks whether you want to discard your changes or stay on the current page.

Preview a portfolio

In Digital Showroom, you can preview what end users will see without leaving the admin area:

  1. Open a portfolio for editing by clicking on it in the portfolios list.
  2. Click the Preview Portfolio button at the top of the page.
  3. A new browser tab opens showing the portfolio as an end user would see it.

This lets you check your configuration before assigning the portfolio to user groups.

Make sure you are assigned to at least one user group with access to the portfolio to be able to preview it.

Duplicate a portfolio

To create a portfolio with similar settings in Digital Showroom, you can duplicate an existing one instead of starting from scratch:

  1. Go to Admin > Portfolios.
  2. On the portfolio row, click the Duplicate portfolio icon on the right side of the row.
  3. A new portfolio is created with the same settings as the original, and you are redirected to its edit page.
  4. Update the name and adjust any settings as needed.
  5. Click Save to confirm your changes.

Duplicating a portfolio copies all settings including channel, locales, currencies, user groups, root category, attribute selection, filters, grid columns, product details configuration, and export settings. This is useful when you need multiple portfolios with slight variations.

Delete a portfolio

To permanently remove a portfolio from Digital Showroom:

  1. Go to Admin > Portfolios.
  2. On the portfolio row, click the Delete portfolio icon on the right side of the row.
  3. A confirmation dialog appears showing the name of the portfolio you are about to delete.
  4. Click Delete to confirm.

Deleting a portfolio is permanent and cannot be undone. All users assigned to this portfolio through its user groups immediately lose access to the products it contained.

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