Once the Portfolio Manager is active in a shell, you need to grant user permissions to the Portfolio Manager.
To grant user permissions
- Open the shell where the Portfolio Manager resides and switch to Admin mode.
- Click Access Control in the left Navigator.
- In the right pane, under User Mode Access, click Portfolio Manager.
- Click the portfolio. The Permission Settings window opens.
- In the Permission Settings window, click the Add button. The User/Group Permissions window opens.
- Click the Add Users/Groups button. The User/Group Picker opens.
- Select the user(s) to whom you want to give permissions and click the Add button. Unifier adds the name(s) to the Permission/Access Control window.
- Under Permission Settings, select the permissions you want to grant the user(s) and click OK. Unifier adds the name(s) to the Permission Settings window.
- Click OK.