Creating, viewing, editing, assigning Procedures and managing related Assignments require a Role on the relevant Portfolio.​ A Portfolio Owner may add existing Organization Members to a Portfolio.

1. In the Navigation pane, press the Portfolio to which you'd like to add Members to display its details.
   
2. Press the Access tab header in the detail pane to display the Access panel.
   
3. Press the Add Member (+) button to display the Add Portfolio Members dialog
   
   
4. For each Organization Member you would like to add:
   
   • Filter the Account list using the Search field if necessary.
     
   • Select an appropriate role for an Account from the menu in the Member Role column.
     
5. Press the Add button.
   
   

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Overview

1. Portfolios Overview
2. Portfolio Access

Step-by-Step

1. View/Update Portfolio Member Access
   
2. Add Members to an Organization