For the complete documentation index, see llms.txt. This page is also available as Markdown.

About viewing the current portfolio in Infinity

To access the current portfolio in Infinity:

  1. On the left menu, select Portfolio.

  2. Select Your Portfolio to view an overview of the current portfolio, including address and user information.

    The portfolio overview contains the following fields:

    Field
    Description

    Portfolio name

    A friendly name for identifying the portfolio, usually the company name followed by a geographic region or project.

    Company

    A unique identifier assigned to the company when it is officially registered with a government authority or regulatory body.

    Country

    The country where the invoice address is located.

    Billing Currency

    The three-digit ISO 4217 alphabetic currency code assigned to the portfolio.

    Addresses

    The addresses associated with the current portfolio.

    Users

    The users associated with the current portfolio:

    • Username: The unique user account name for the current portfolio.

    • Name: The user's first and last names.

    • Status: Active, Inactive, Verified, or Unverified.

    • Active: Users who can log in and access the portal.

    • Inactive: Users whose account is suspended because they have not interacted with the portal for a specified period.

    • Verified: Users who have authenticated their account through the referral code link.

    • Unverified: Users who have not authenticated their account through the referral code link.

    • Email: A valid business email address where the user receives emails.

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