1. Download Portfolio Roles
Within the ‘Roles’ page, navigate to the ‘Filters’ section then click the ‘download’ menu icon. Once done, choose a file to download: ‘Download CSV’ or ‘Download PDF’.
Modified on: Tue, 24 Nov, 2020 at 2:23 PM
1. Download Portfolio Roles
Within the ‘Roles’ page, navigate to the ‘Filters’ section then click the ‘download’ menu icon. Once done, choose a file to download: ‘Download CSV’ or ‘Download PDF’.
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