Access to Portfolios

Portfolio access is managed from the Users page in the Admin tab. 

1. From the Admin tab, select Users.
   
2. Select the user from the Manage Users list.
   
3. Click on the Portfolios field.
   
1. To grant access: Select one or more portfolios from the drop-down list. 
   
2. To revoke access: Click the X next to the portfolio you want to remove. 

Once assigned, the user will be able to view projects within those portfolio(s) when they sign in to Carve.

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