Update Portfolio Access Level Settings : Support Portal

7.1 Update Portfolio Access Level Settings Print

Created by: Charisse Abillero

Modified on: Tue, 24 Nov, 2020 at 3:06 PM

1. Update Portfolio Access Level Settings

Within the ‘Settings’ page, navigate to the ‘Access Levels’ section, then go to the ‘Settings’ module. Click the dropdown menu and assign a User Role with their corresponding access rights to Portfolio Settings.

Update- user can ‘Update’ Porftolio Settings
View- user can only view the Portfolio Settings
None- cannot view and update the Portfolio Settings

Charisse is the author of this solution article.

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7.1 Update Portfolio Access Level Settings Print

1. Update Portfolio Access Level Settings

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