When you sign in to your RapidRatings account, you'll most likely see quite a few different portfolios, or groups of companies that you can run reports on. Depending on the type of portfolio, there are different users who can see or edit. We have tried to break it down for you below.
|RapidRatings name / origin||What you see||Who can see it||Who can edit it||Recommended use|
|Master Portfolio / default||Client Name||All users||Only primary users||Living list of vendors / parties that you have decided to run through RapidRatings|
|Master Private / default||Client Name - Private||All users||Only primary users||This should not be edited by users. It is meant as a repository of every private company we have ever done for a client|
|User portfolios / created by individual users||Varies||Only the user who created it||Only the user who created it||Individual users can track groups of companies of interest to them (set up alerts, run reports), or pull groups together for comparison|
|Organization-wide portfolios / requested by client, switched on by RapidRatings||Varies, but usually has a descriptive name (e.g.Client Strategic Vendors)||All users||Only primary users||This requires a support request to RapidRatings and should be used sparingly for groups of companies that will not change often and are of interest to the entire user group (such as critical vendors, or top 10 spend)|