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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

Approve, hide or delete testimonials

Control which client stories appear publicly.

Before you begin

The portfolio owner.

Here’s how to do it

  1. Open Testimonials and inspect entries waiting for approval and those already published.

  2. Read the name, role, quote and rating before choosing Approve.

  3. Use Hide on a published entry if it should remain saved but no longer appear publicly.

  4. Use Delete only when you intend to remove the testimonial record.

  5. Check the public page after the action completes.

What happens next

The public testimonial section reflects the entries currently approved for display.

Good to know

Hiding and deleting are different actions. Removing a quote from public view does not rewrite other copies or messages already shared.

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