Manage d!nk - Portfolio Manager

Getting started

• How to login to the Portfolio Manager (Admin 3.0)
• The Portfolio Manager explained (Admin 3.0)
• Use the testing environment of the Portfolio Manager (Admin 3.0)

Setup your enterprise

• Configure your enterprise settings (Admin 3.0)
• How to set up user groups (Admin 3.0)
• How to create users (Admin 3.0)
• How to create an enterprise admin (Admin 3.0)
• Working with different management roles
• How to delete or edit users (Admin 3.0)

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Add content

• How to create libraries (Admin 3.0)
• How to create sub libraries (Admin 3.0)
• How to create collections (Admin 3.0)
• How to delete libraries (Admin 3.0)
• Upload a publication (Admin 3.0)
• How to share publications with different libraries (Admin 3.0)

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The Account Hub

• Account Hub settings (Admin 3.0)
• Archive or revoke access for account hubs (Admin 3.0)

Communication to users & Account Hubs

• What types of communication are possible? (Admin 3.0)
• Creating a newsfeed article for the app (Admin 3.0)
• Launch campaigns and track their adoption (Admin 3.0)
• Send campaign messages towards customers via existing Account Hubs (Admin 3.0)

Integrate with d!nk

• d!nk SSO integration with ADFS
• d!nk SSO integration with Okta Identity Cloud