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.