Maintain special portfolio permissions

IT Manager Practice Admin

This category allows for group access to be granted to each level of a special portfolio. The initial set up of the portfolio index, category and title needs to be done through the tables. Please contact Support for further help. Once set up, permission groups can be applied to each portfolio.

1. Select Admin > Categories from the menu.

2. Select Permissions from the list, then select Special Portfolios.

3. Click View/Edit to edit an existing category.

   

4. Select the required Groups, then click Save.