Grant User Permissions

When the Portfolio Manager is active in a shell, you must grant user permissions to the Portfolio Manager.

To grant user permissions:

Go to the project/shell tab where the Portfolio Manager resides and switch to Admin mode.
In the left Navigator, select User Administration, and then select Access Control.
In the right pane, expand User Mode Access, and then expand 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. The system 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. The system adds the name(s) to the Permission Settings window.
Click OK.