Configure Advanced Settings: Portfolio (Semi-Private)

Users with 'Admin' level permission can configure a variety of advanced settings for the company's Portfolio tool.

• Required User Permission:

  • 'Admin' level permission on the company's Portfolio tool.

1. Navigate to the company's Portfolio tool.

2. Click Configure Settings .

3. Select the configuration:

   • Dashboard View Permissions to set permissions for the Dashboard view. Follow steps to Set the Dashboard View Permissions.

   • Filter Configuration. Follow the steps to Configure the Filter Options for the Portfolio Tool.

   • Permissions Table. Follow steps to Set User Permissions for the Portfolio Tool.