Documentation

Documentation

portfolios

NAME

stronos portfolios: Multi location workspaces

SYNOPSIS

stronos portfolios

DESCRIPTION

Portfolios separate phone, compliance, and channel settings per location or brand.

Every company starts with a default portfolio (often named “My Portfolio”). Use the portfolio switcher in the app shell to change the active portfolio or add another.

What a portfolio owns

  • Twilio subaccount and messaging settings
  • Trust Hub secondary customer profile and A2P brand data
  • Phone numbers claimed or purchased for that portfolio
  • Retell SIP trunk fields used for voice

SEE ALSO