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:

1. Go to the shell tab where the Portfolio Manager resides and switch to Admin mode.
2. In the left Navigator, select User Administration, and then select Access Control.
3. In the right pane, expand User Mode Access, and then expand Portfolio Manager.
4. Select the portfolio.
5. In the Permission Settings window, select Add. The User/Group Permissions window opens.
6. Select Add Users/Groups. The User/Group Picker opens.
7. Select the user(s) to whom you want to give permissions, and select Add. The system adds the name(s) to the Permission/Access Control window.
8. Under Permission Settings, select the permissions you want to grant the user(s), and select OK. The system adds the name(s) to the Permission Settings window.
9. Select OK.