Add Members to a Portfolio

Creating, viewing, editing, and assigning Procedures, and working on their Assignments, require Portfolio Access. A Portfolio Administrator may add Organization Members to a Portfolio.

1. In the Navigation pane, press the Portfolio in the Portfolios panel to show its details.
2. Press the Access tab in the detail pane.
3. Press the Add button in the Member Access table header to open the Add Members dialog.

   

4. For each Organization Member you want to add:
   • Type in the Filter Members field to narrow the list, if needed.
   • Choose a level in the member's Portfolio Access column.

   

5. Press Add.

To add a new member to the Organization, press Invite … in the dialog. See Add Members to an Organization.

Related Articles

Overview

1. Portfolios Overview
2. Portfolio Access

Step-by-Step

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