Update Portfolio Member Access

A Portfolio Administrator may change a member's Portfolio Access or remove them from the Portfolio.

Change a member's access

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. Choose a level in the member's Portfolio Access column: Guest, Associate, Lead, or Administrator.

   

Remove members

1. On the Access tab, press the row of each member you want to remove to select it. Hold Ctrl or Cmd to select more than one.
2. Press the Remove button in the Member Access table header.
3. Confirm in the Remove Member(s) dialog.

Related Articles

Overview

1. Portfolios Overview
2. Portfolio Access

Step-by-Step

1. Add Members to a Portfolio