> 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/portfolio-and-billing/how-to-manage-portfolios.md).

# How to manage portfolios

A portfolio is a collection of a customer's account information, including the company name, billing information such as tax and account currency details, associated portal, postal addresses, and user information.

You will only have access to managing portfolios if you have the relevant permissions.

Depending on your permissions, you can view, create, activate, update and delete portfolios, addresses and users. For more information, see [About viewing the current portfolio in Infinity](/infinity/portfolio-and-billing/about-viewing-the-current-portfolio-in-infinity.md).

For user roles and permissions, see About user roles.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.eseye.com/infinity/portfolio-and-billing/how-to-manage-portfolios.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.