How to create a Portfolio in KTern.AI for existing users?

1. After login to app.ktern.com, you will be navigated to home page. Toggle to “My Portfolios”.

2. Create Portfolio: Click on launch and you will be navigated to the portfolio dashboard, and then click on "Create Portfolio" option.

3. Fill in the Form: 

After clicking on "Create Portfolio" , a drawer will be opened with the form, and provide the following details:

• Name: Enter the name of the portfolio. This is typically a descriptive name that helps you and others easily identify the portfolio.
• Projects Linked: Select the projects that you want to link to this portfolio. You can do this by clicking on the field, which should open a dropdown menu. Choose the projects you want to associate with this portfolio.
• User Access: Specify the users who should have access to this portfolio. You can provide access to users by mentioning their email addresses.
  

4. Save: After filling out the form with the necessary information, save your portfolio by clicking on "Create" button.

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