> For the complete documentation index, see [llms.txt](https://docs.eseye.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.eseye.com/infinity/infinity-pt-br/portfolio-e-cobranca/how-to-manage-portfolios.md).

# Como gerenciar portfólios

Um portfólio é uma coleção das informações da conta de um cliente, incluindo o nome da empresa, informações de cobrança, como detalhes de impostos e da moeda da conta, o portal associado, endereços postais e informações do usuário.

Você só terá acesso ao gerenciamento de portfólios se tiver as permissões relevantes.

Dependendo das suas permissões, você pode visualizar, criar, ativar, atualizar e excluir portfólios, endereços e usuários. Para mais informações, consulte [Sobre visualizar o portfólio atual no Infinity](/infinity/infinity-pt-br/portfolio-e-cobranca/about-viewing-the-current-portfolio-in-infinity.md).

Para funções e permissões de usuário, consulte Sobre funções de usuário.


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