Account Portfolio

The Account Portfolio page is the home page for any Success Navigator user assigned to more than one account. It provides a summary of your accounts, programs, projects, and roadmaps.


Account Portfolio

This page shows key details for your accounts, including:

  • The Oracle products that are implemented and which products the organization is currently implementing.
  • The number of roadmaps, programs, and projects in each account.

You can take the following actions on the Account Portfolio page:

  • Use the search to find specific customers.
  • Use Sort By to sort the accounts list by Account Name, Roadmaps, Programs, and Projects.
  • Click View Account to access an account's home page.

Access the Account Portfolio

The Account Portfolio appears whenever users with more than one account log in. You can return to Account Portfolio and switch between selected accounts anywhere in the application.


Portfolio Dashboard Account Switcher

  • To return to the Account Portfolio, select Portfolio Dashboard in the upper-right.
  • To switch accounts, select an account from the list next to Portfolio Dashboard in the upper-right.