Defining Security Permissions

To define security permissions for the item.

  1. On the Security tab of the Item Wizard, use the table to view security permissions and Add, Edit, or Remove security permissions.

    By default, items inherit their security permissions from their home portfolios. To change this, deselect Inheriting settings from. This will enable you to decide whether to copy previously enabled permissions or remove inherited permissions.

  2. For more information on working with security permissions, refer to Security.
  3. Click Finish to save your changes and close the Item Wizard.

Related Topics

Creating and Editing Items

Creating an Item with the Item Wizard

Entering General Item Information

Entering Portfolio Information

Entering Life Cycle Information

Editing an Item with the Item Wizard

Selecting Items



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Last Published Thursday, July 9, 2020