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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

Update your name and tagline

Make the first impression clear and recognizable.

Before you begin

The portfolio owner.

Here’s how to do it

  1. Open Portfolio Studio and select Identity.

  2. Update Company / brand name and Tagline.

  3. Check that the wording explains what you do rather than only repeating your name.

  4. Select Save changes and wait for the saved confirmation.

  5. Open Preview live site and check the updated introduction.

What happens next

The saved identity fields appear on the portfolio.

Good to know

Changing the displayed company name is not the same as changing the public URL slug. Copy the actual current portfolio link when sharing.

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