Configure Advanced Settings: Portfolio
Objective
To configure advanced settings for the company's Portfolio tool.
Background
Users with 'Admin' level permission can configure a variety of advanced settings for the company's Portfolio tool.
Things to Consider
Required User Permission:
'Admin' level permission on the company's Portfolio tool.
Steps
Navigate to the company's Portfolio tool.
Click Configure Settings
.Click one of these links in the sidebar:
Dashboard View Permissions. Click this link to set permissions for the Dashboard view. See Set the Dashboard View Permissions.
Filter Configuration. Click this link. Then follow the steps in Configure the Filter Options for the Portfolio Tool.
Permissions Table. See Set User Permissions for the Portfolio Tool.