1. Manage Portfolio Access Level for Project Phases
Within the ‘Settings’ page, navigate to the ‘Access Levels for Project Phases’ section. Click the dropdown menu and assign a User Role with the corresponding access rights to Portfolio Settings.
- Update- user can access and ‘Update’ a Project that belongs to that Portfolio
- View- user can only "View but not update" a Project that belongs to that Portfolio
- None- cannot view nor update a Project that belongs to that Portfolio
