Portfolios Overview

Portfolios

Portfolios organize Procedures and control the access Organization Members have to the Procedures (and related Assignments) they contain.

Portfolios Members & Access

A Portfolio Member is an Organization Member with a specific Portfolio Access.
Just as an Workspace Access controls access to the Organization as a whole, Portfolio Access controls access to individual portfolios and the Procedures, Resources, and Assignments they contain. 

1. Procedures Overview
   

Overview

1. Portfolio Access
   

Step-by-Step

1. Create a Portfolio
   
2. Add Members to a Portfolio