Defining Portfolio Management User Roles and Entitlements

Defining Portfolio Management User Roles and Entitlements

User Roles control what parts of the Portfolio Manager a user has access to and what the user can do in those areas. Each Portfolio Management User can be assigned as many Roles as needed and their effective permissions in the Portfolio Manager will be the combination of the permissions of each Role.

Roles are created in the Run Business > User Management section under the Roles tab. Roles may be created from scratch or an existing Role may be duplicated and edited.

Creating a New Role

  1. Navigate to Run Business > User Management > Roles.
  2. Click + New Role.
  3. Enter a Role Name.
  4. Click Save.
  5. Select the permissions the Role should have. See Role Permissions Glossary for detailed information on each permission.
  6. Click Save.

Duplicating an Existing Role

  1. Navigate to Run Business > User Management > Roles.
  2. Locate the Role to copy and click the Duplicate control.
  3. Enter a Role Name.
  4. Click Save.
  5. Edit the permissions the Role should have. See Role Permissions Glossary for detailed information on each permission.
  6. Click Save.

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