To define security permissions for the portfolio:
- On the Security tab of the Portfolio Wizard, select or deselect the Inheriting settings from option.
By default, new portfolios inherit their security permissions from their home portfolios. This option is selected by default and indicates the name of the home portfolio.
- Add, Remove, or Edit security permissions. For information on working with security permissions, refer to Security.
- Click Finish to close the Portfolio Wizard and add the new portfolio.