In the upper-right corner of the platform, click on your account name.

Select My Account.

On the left-hand side menu, select Portfolios & Advertisers.

Select Portfolios.

Click + New Portfolio.

You'll see a pop-up called "New Portfolio," where you can enter your Portfolio Name and add any notes you want to include.

Click Next.

Assign Advertisers.
Select advertiser accounts you already have access to. Click Next.

You'll only have access to add advertisers to your New Portfolio that you already have assigned access to. Advertisers are individual MNTN accounts that have their own set of campaigns.

Assign Users.
All users assigned here will default to Portfolio Admin status. If you’d prefer to grant access to individual advertisers only, manage that separately in the Users tab. Click Next.
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📝 Note: If you are not able to add an existing user to your portfolio through this step, please reach out to us and ask to speak to a support representative.
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Review & Confirm.
Use the pencil icons to make edits. When everything looks right, click Add New Portfolio to save.

Next to your Portfolio field, click Manage.

In the Edit Portfolio window, click Deactivate.

⚠️ Warning: Once deactivated, the portfolio and all related user assignments will be deleted. This action can't be undone.