Each IAND Portfolio is private to your separate divisions, joint ventures, frameworks and seconded projects. Multiple Portfolios can be accessed from one Enterprise account to enable you to switch between Portfolios.
Benefits of multiple Portfolios
Control access: Decide who has access to key financial, risk and project performance data.
Portfolio specific tracking: Track spend, compliance, impact and more across a specific set of programmes.
Drive revenue: Use IAND to increase framework sales opportunities, with no overlap over partnership / framework specific Portfolios.
Adding a Portfolio
Please contact your IAND account manager or support@iand.com to learn how to add a new Portfolio to your account. This will depend on the account plan chosen by your organisation.
How to accept a new invitation when you already have an IAND account
- When you are invited to a second Portfolio, you will receive an email invitation with a link to sign up to the platform.
- Before you click the link to accept your invitation, you should first login to your existing IAND account in a new tab on your browser.
- Return to your invitation and click the link to accept. Follow the instructions and the accounts will link, and you can continue to log into IAND with one set of credentials.
Switching between Portfolios
To navigate between Portfolios:
Visit your Homepage. If you have access to two or more Portfolios, you will find a link called 'Switch portfolio' just below 'My Account' on the left side of the Homepage.
Click on this link and make a selection from a list of your available Portfolios.
Once you have made your selection you will arrive on the Homepage of your chosen Portfolio.
TIP! You can also switch between Portfolios by hovering over your user icon on the right of the top navigation bar and clicking "Switch portfolio".
