Grant Yourself Permissions
When you import a new portfolio, you must grant permission (to yourself, another administrator, or group such as Company Administrators) to configure the portfolio and set up period structures in the Standards & Libraries.
To grant configure permissions:
- Go to the Company Workspace tab and switch to Admin mode.
- In the left Navigator, expand the User Administration grouping node and click Access Control.
- In the right pane, select Administration Mode Access > Configuration > All > Portfolio Manager.
- In the Module Permission Settings window, click the Add button. The Permission/Access Control window opens.
- Click the Add Users/Groups button. The User/Group Picker opens.
- Select the user(s) to whom you want to give configuration permission and click the Add button. Then click OK.
The system adds the name(s) to the Permission/Access Control window.
- Under Permission Settings, select Configure and click OK.
The system adds the name(s) to the Permission Settings window.
- Click OK.
To grant permissions to create period structures:
- Go to the Company Workspace tab and switch to Admin mode.
- In the left Navigator, expand the User Administration grouping node and click Access Control.
- In the right pane, select Administration Mode Access > Standards & Libraries > Period Structure. See Create Period Structures.
- In the Module Permission Settings window, click the Add button. The Permission/Access Control window opens.
- Click the Add Users/Groups button. The User/Group Picker opens.
- Select the user(s) to whom you want to give configuration permission and click the Add button. Then click OK. The system adds the name(s) to the Permission/Access Control window.
- Under Permission Settings, select Create and click OK. The system adds the name(s) to the Permission Settings window.
- On the Permission Settings window, click OK.
See Also
Setting Up the Portfolio Manager
Configuring the Portfolio Manager
Configuring Portfolio Manager Configuration Package
Templates (Shell Attribute Form)
Last Published Wednesday, June 26, 2024