Configure Advanced Settings: Portfolio

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. Click one of these links in the sidebar:

   • Dashboard View Permissions. Click this link to set permissions for the Dashboard view. See Set the Dashboard View Permissions.

   • Filter Configuration. Click this link. Then follow the steps in Configure the Filter Options for the Portfolio Tool.

   • Permissions Table. See Set User Permissions for the Portfolio Tool.