Portfolio Member

A Portfolio Member is an Organization Member with a specific Portfolio Access.

Portfolio Access

Portfolio Access grants permission to take actions on the Portfolio, the Procedures it contains, and the associated Assignments. Portfolio Roles include Guest, Associate, Lead, and Administrator


By assigning Access to Accounts in your Organization, you can tailor access so that every team member has the guidance they need to perform their job with precision and excellence. At the same time, your control over Access ensures the security and fidelity of your systems.

Guest

May view Procedures & create Assignments from them.

Associate

Viewer + may view all Assignments of Procedures in the Portfolio.

Lead

Worker + may edit Procedures & update Assignments.

Administrator

Manager + may add/remove Members & update their Roles.

Related Articles

1. Portfolios
   
2. Add Members to a Portfolio
   
3. Change Access of Portfolio Members
   
4. Workspace Access