Assign a Manager to a Portfolio
Assign a manager to a portfolio to identify the portfolio manager or person responsible for managing the portfolio.
By default, the person who created the portfolio is automatically assigned as the manager.
To assign a manager to a portfolio:
- In the object selector, select Portfolios, and then select View All Portfolios.
- In the table, locate the portfolio.
- In the Manager field, select a manager.
- Select Save.
- In the inventory panel, select Close.
Last Published Tuesday, May 21, 2024