1. Assign a Portfolio Key Role

1. To Assign a Key User to a Portfolio, click the ‘Settings’ tab from the left side bar of the Portfolio Page. Once done, navigate to the ‘Assigned Key Users’ section and then click the ‘+ New User’ button.


2. Select a ‘Role’ and a ‘Member’ in the dropdown menu. Once done, select any of the following steps below

  • Click the ‘Assign User’ button if you are not going to add another user
  • Click the ‘Assign User and Another’ button if you are going to add another user


  • You can add a user to 1 or more different roles.
  • You can't add a user more than once to the same role