Assign a User or User Group Access to a Portfolio

You can assign users to portfolios individually or through user groups. Each user or user group must be assigned a portfolio security permission set. A user group may have been configured with a default permission set. This permission set can be changed for the portfolio assignment at any time.

To assign user access to a portfolio:

  1. In the object selector, select Portfolio, and then select View Portfolios List.
  2. Select a portfolio name.
  3. From the Main Menu, select Summary & Settings.
  4. On the Summary & Settings page, select Security.
  5. Select the Assign menu, and then select User or Group.
  6. In the Assign User or Assign Group dialog box, enter the user or group name.
  7. Select the name and select Next.
  8. In the Permission Set field, select the permission set.

    Note: If you assigned a user group that is configured with a default permission set, you can keep the default or select another if necessary.

  9. Add any other optional permission sets applicable to that user or group.
  10. Select Assign.
  11. Select Save.

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