Portfolio go-live checklist

Use this sequence after signup (or after enabling Portfolio mode on an existing PrintShop).

1. Entitlements

• /billing shows Portfolio on your plan

• Settings → Product modes includes Portfolio

• Setup finished (Setup finished), including Company profile if Portfolio was selected at signup

2. Company presence

• /portfolio/company — name, slug, logo, cover, bio

• Visibility on for the network

• Preview /talent/companies/[slug]

3. Your member page

• /portfolio/individual — photo, bio, modules

• Publish when ready

• Optional: Open for work → /talent

• Preview /talent/profiles/[slug]

4. Team (if multi-user)

• Invite users at /users

• Each person updates /portfolio/individual

• /portfolio/members shows the right set

5. Talent (optional day-one)

• Browse companies / talent looks correct for peers

• Connections / messages only after real introductions

6. Ready to sell? → Marketplace

Portfolio alone does not take online payment for listings.

Continue with ../marketplace/:

1. Settings → Shop → Payments ready

2. /marketplace/products — publish ACTIVE listings with price

3. Test browse/buy from another shop account if possible

PrintShop-first shops adding Portfolio later

1. Settings → Product modes → enable Portfolio

2. Complete company + individual (setup may have skipped those seeds)

3. Follow from step 2 above

4. Optionally clean up or replace any sample marketplace listings if they exist

Overview shortcut

Return to /portfolio any time to see what the product still marks incomplete on the roadmap.