Zenkit Portfolios provide teams with a powerful way to oversee multiple projects, track progress, and collaborate effectively. By centralizing project data, teams can ensure transparency, improve communication, and streamline workflows. Whether managing a department, working cross-functionally, or overseeing multiple business areas, Zenkit Portfolios can help keep everything organized in one place.
Managing Team Access and Permissions
Collaboration within Zenkit Portfolios is made easy through flexible access management. You can control who has access to each portfolio and assign different levels of permissions.
To manage access, open the desired portfolio and click the small team icon in the top right corner of the portfolio. This will guide you straight to the Access menu in which you can view the current members, add new ones as well as create groups.
As shown in the screenshot, team members can be invited individually or in groups, ensuring that only authorized personnel have access to specific projects.
Understanding user roles
Users can have three different roles within a portfolio. There always is one "Owner", who can fully configure the resource, then we have regular "Members", who can organize and manage resources within a portfolio by grouping, filtering, sorting and customizing the view. Last but not least we have "Guests", who can only view but not edit portfolios.
By using Zenkit Portfolios, teams gain a holistic view of all ongoing projects without switching between multiple workspaces. Task completion rates, overdue assignments, and workload distribution can be easily tracked, making project management more efficient. Features like grouping, sorting, and filtering help teams focus on priority tasks and ensure that nothing falls through the cracks. With clear responsibilities and appropriate permissions, teams enhance accountability, keeping everyone aligned on progress and goals. If you have further questions or need assistance setting up your portfolio, feel free to book a demo with our team!