Creating, viewing, editing, assigning Procedures and managing related Assignments require Access on the relevant Portfolio. A Portfolio Owner may change Member Access or remove members from 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. Select an appropriate permission level for an Account using the menu in the Portfolio Access column.
   
   

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Overview

1. Portfolios Overview
   
2. Portfolio Access
   

Step-by-Step

1. Add Members to a Portfolio