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Discussions & Document Vault

Discussions and the Document Vault are optional collaboration spaces that a group administrator can turn on per group. Both are hidden until enabled, and the navigation tabs only appear for groups where the corresponding feature is on.

Members across organizations​

Groups can include active members from different Portfolio 360 organizations—for example, two syndicators who each have their own site but meet in the same accountability or mastermind group.

When Discussions or Document Vault is enabled:

  • Content is group-wide. Every active member sees the same categories, threads, reactions, and vault documents, regardless of which organization they belong to.
  • Each person signs in through their own organization’s portal. They do not need to switch sites to read, post, react, or download files in a shared group.
  • Group administrators may belong to any participating organization. Only admins can enable or disable collaboration features, upload to the Document Vault, manage discussion categories, and moderate content (pin, lock, or remove others’ posts).
  • Uploaded files are stored securely for the group; members from other organizations can still download vault documents and discussion attachments uploaded by an admin or member on a different site.

Enabling the features​

Group administrators enable each feature from Group → Settings → Collaboration:

  • Discussions — a space for members to post threads, reply, and react. The first time you enable Discussions, a default set of categories is created (General, Wins & milestones, Questions, Resources). You can add more categories at any time.
  • Document Vault — an admin-curated library of files. All active members can view and download documents; only administrators can upload, edit, reorder, or delete them.

Turning a feature off hides its tab for everyone and blocks its API. Existing data is retained, so re-enabling the feature restores access.

Discussions​

The Discussions tab is available to every active member of the group once enabled.

  • Categories appear in the sidebar. Select a category to filter threads, or choose All discussions to see everything. Administrators can add categories from the sidebar.
  • Threads can be sorted by latest activity, newest, or most reactions. Pinned threads always appear first.
  • Posting — use New thread to start a discussion. Titles and messages support Markdown, and you can attach files (PDF, Office documents, CSV, TXT, or images up to 25 MB each).
  • Replies — open a thread to read and add replies. Replies support the same Markdown and attachments.
  • Reactions — react to a thread or reply. Each member has at most one reaction per item; choosing the same reaction again removes it, and choosing a different one replaces it.
  • Moderation — authors can delete their own threads and replies. Administrators can additionally pin important threads and lock a thread to stop new replies, and can remove any thread or reply.

Document Vault​

The Document Vault gives the group a single, organized place for shared files.

  • Members see the list of documents with titles, descriptions, file details, and who uploaded them, and can download any document.
  • Administrators can upload new documents (with an optional title and description), edit a document's metadata, reorder the list, and remove documents.

Allowed file types are PDF, DOC/DOCX, XLS/XLSX, PPT/PPTX, CSV, TXT, and common image formats, up to 25 MB per file.