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home/Academy/Authorisation/How to make a portfolio private
Popular Search:Getting Started, Configuration

How to make a portfolio private

21 views 0 31 januari 2019 Updated on 31 January 2019 jbrouckaert

If you have a portfolio editor role, you can decide to make your portfolio private. In that case only you and specific assigned users (to manage in the tab Access) will be able to see this portfolio.

  • Select Portfolios in the left menu column.
  • Open the portfolio that you want to edit.
  • Browse to the tab “Access”.
  • Click the button “NO” next to the field “Public”.
  • The portfolio is now only visible for the portfolio editors and the users assigned in the Access tab.
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  • How to give a user access to a specific portfolio
  • How to manage segmentation on portfolio level
  • How to manage portfolio financials

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Authorisation
  • How to make a portfolio private
  • How to make a project private
  • How to add a user with specific project access
  • How to check your user access and roles
  • How to give a user access to a specific portfolio
  • How to remove access for an existing user
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  How to manage portfolio financials

How to link a project to a portfolio  

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Popular Search:Getting Started, Configuration