Access to Portfolios

Providing users access to portfolio(s) is done in the Admin tab for Professional & Enterprise Edition companies.

1. From the Admin tab, select Users.
   
2. Click on the user from the Manage Users list.
   
3. Click on the Portfolio entry field.
   
1. To add access: Using the down arrow, select and add each portfolio to provide access permission. 
   
2. To remove access: Click on the "X" to the left of the portfolio to revoke the user's permission to access the portfolio.

Add/remove portfolio access

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