Create a Portfolio Permission Set

Create portfolio permission sets to determine a user's level of access to each portfolio. Users can only access portfolios that they have been assigned.

To create a portfolio permission set:

In the object selector, select a workspace.
In the sidebar, select  Summary & Settings.
On the Summary & Settings menu, select Permissions, and then select Portfolio.
On the Portfolio permission sets page, select  Add.
In the Name field, enter a unique name.
In the Description field, enter a description of the permission set.
In the Privileges section, expand each category to assign privileges.
Select Save.
In the Summary & Settings panel, select  Close.
Notes:
- To assign users to a portfolio permission set, use the Security page in the Portfolio Summary & Settings panel.
- To assign a default portfolio permission set to a user group, use the Default Permissions tab of the User Groups page.

Tips

Provide clear permission set names and descriptions to help you manage permissions.
You can duplicate existing permission sets by selecting the  Add  menu and selecting Duplicate. The Administrator (System) permission set cannot be duplicated.
You can delete a permission set by selecting the profile and selecting  Delete. You can only delete permission sets that are not currently in use. The View Only (System) and Administrator (System) global permission sets cannot be deleted.

Next: Portfolio Security Privileges Definitions