Assign a Business Line to a Portfolio

After creating and activating a Business Line, you can assign it to a Portfolio. Only then will you be able to link your Business Line with your Portfolio to send your clients the required Flows. To do that follow these steps:

  1. Make sure that you are in the correct entity and go to Settings.
  2. Enter in Portfolios section.
  3. Choose a Portfolio and select Business Lines in the drop-down menu.
  4. Click on Assign Business Line button.
  5. Select a Business Line and click on Assign Selected.

Assign BL to Portfolio.png

Note: You can unassign them by clicking on the bin button as shown below:

unassign BL.png

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