Manage Portfolio Users

You can efficiently manage a large number of clients across various portfolios by adding Team Members and assigning them different roles and permissions,  which will help you handle your users more easily. 

Add a Team Member

To add a Team Member follow the steps below:

1. Select the entity an go to Settings.
2. Click on Portfolios.
3. On the drop down menu, select Manage Portfolio Users.
4. Click on +Add Team Member.
5. Fill in their full name and email address.
6. Choose their Permission level (reader, contributor, moderator, or administrator).
7. Assign their reporting information based on their tasks within your business.
8. Click on Continue.

Note: You can add the same user as a Portfolio Team Member in multiple Portfolios, with different permissions for each Portfolio.

Edit a Team Member

Use the drop down menu to edit a Team Member:
 

You can take several actions when editing a Team Member such as:

• Edit access role: Modify their permissions in a specific Portfolio (reader, contributor, moderator, administrator).
• Modify reporting details: Change the person or organization to whom the Team Member reports.
• Change user status: Enable or disable a user. For instance, you can temporarily revoke their access to a Portfolio.
• Review rejected documents: You can choose to enable them with the ability to reject documents.

Remove a Team Member

To Remove a Team Member use the drop-down menu and click on Remove. Then confirm it.