Assign a Manager to a Portfolio

Assign a manager to a portfolio to identify the portfolio manager or person responsible for managing the portfolio.

By default, the person who created the portfolio is automatically assigned as the manager.

To assign a manager to a portfolio:

1. In the object selector, select  Portfolio, and then select View Portfolios List.
2. In the table, locate the portfolio name.
3. In the Manager field, select a manager.
4. Select Save.