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The Portfolio handbook

Less figuring it out.
More making it happen.

From your first collection to a shareable showcase. Clear, practical guides for your identity, media and client testimonials.

35 practical guides

Your public showcase.
A clear next step.

Identity · Work · Client stories
35 guides

Add an existing client testimonial

Record feedback you already have permission to use.

Before you begin

The portfolio owner.

Here’s how to do it

  1. Open Testimonials and select Add testimonial.

  2. Enter the client’s name and role where appropriate.

  3. Enter the actual quote and optional rating using the provided fields.

  4. Submit the form and check the resulting visibility state.

  5. Open the public preview to confirm only the intended testimonial is shown.

What happens next

The testimonial is stored in the portfolio’s testimonial collection.

Good to know

Owner-added testimonials may already be published by default. Check the status immediately and use Hide if necessary. Do not invent quotes or imply an endorsement the client has not authorized.

Based on the Portfolio interface reviewed 27 October 2026. Options can vary by role, plan and channel access.