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:

  1. In the object selector, select Portfolios, and then select View All Portfolios.
  2. In the table, locate the portfolio.
  3. In the Manager field, select a manager.
  4. Select Save.
  5. In the inventory panel, select Close.