Create a Portfolio

Portfolios are created within Workspaces and are home to Vaults and Web3 Wallets. Portfolios offer more granular control over where Policies are applied and where Members can be assigned to.

To create a Portfolio,

1. Log in to your Qredo Profile, navigate to the upper-left corner of the screen, and select your Profile icon.

2. Select the Workspace you wish to create a Portfolio in and click Create Portfolio.

3. Choose your Portfolio’s name and select Create Portfolio.

Use the next screen to add new Portfolio members, create Web3 Wallets and Vaults, and apply Policies. You can also do this at any point later.