Manage Multiple Teams and Clients
Portfolio allows you to invite team members and clients to one, some, or all projects within the portfolio and adjust access permissions as needed, all from one page. Scale with sub-groups of users and projects providing easy access to the information you need. If you even need to hand a project off to a client or colleague, portfolio makes it easy.
Inviting Team Members and Clients
Invite team members and clients and manage access permissions for multiple projects, all in one place.
- Invite new users as a batch and then assign them to projects.
- Define roles - portfolio Manager, core team Member, or Watcher.
- View all of the spaces where a user has access and add or remove permissions.
Group Management and Filtering
Divide your Portfolio into groups of users and projects so you can find what you are looking for and see targeted reports.
- User groups show activity for a set of users - for example, "designers" or "QA".
- Workspace groups show you activity in a set of projects - for example, "new product development".
- Build and save groups with an AJAX wizard.
- Apply group filters to view spaces, users, ticket reports, time entries, and the activity stream.
Project Portability
Give clients and colleagues a complete, organized, and secure delivery of intellectual property.
We never fight with clients. They have a realistic view of what is being accomplished. Every month they can change their priorities. Most importantly, they get the web site or application that they really wanted, even if they didn't know what that was when they started.
- Assembla collects all of the information and code related to a project in one workspace.
- Transfer ownership of a workspace to any other Assembla subscriber.
- Export and import repositories and data.
- Migrate from Assembla Workspaces, to Portfolio, to a private installation.
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