1. Manage Pipeline Sub Portfolio User Access Levels


1. Go to the Settings’ tab from the left side bar of the Portfolio page. Once done, scroll to the ‘Access Levels’ section.  



2. Within the Access Level Settings, navigate to the ‘Pipeline Management’ module and then assign an Access Level to each Key Role: 

  • Edit – can Add, Update and Remove Pipeline: Sub Portfolio 

  • View – can only View the Pipeline: Sub Portfolio 

  • None – can’t View nor Add/Update/Delete Pipeline: Sub Portfolio