For more guidance on how to delete companies and portfolios please view this interactive demonstration.

You can also follow the below steps to delete within a Portfolio in Monitoring: 

1. Navigate to Monitoring in the Creditsafe platform menu
2. Click on the Portfolios tab 
3. Select the portfolio in the drop-down on the right hand side of the screen 
4. Select the company/companies you want to delete out of the portfolio. You can select all to empty the portfolio 
5. Click the red Delete button at the bottom of the page 
6. You will have confirmation that the companies have been deleted from the portfolio 
7. To delete an entire portfolio, click the red Delete Portfolio button 
8. Click Confirm to confirm deletion 
9. You will have confirmation that the portfolio has been deleted. This will no longer be visible in the drop-down selection

Please note: You cannot delete a Default Portfolio