Create a Portfolio Permission Set

Create portfolio permission sets to determine a user's level of access to each portfolio. Users can only access portfolios that they have been assigned.

To create a portfolio permission set:

1. In the object selector, select  Workspace, select View Workspaces List, and then select a workspace name.
2. From the  Main Menu, select  Summary & Settings.
3. On the Summary & Settings page, select Permissions, and then select Portfolio.
4. On the Portfolio permission sets page, select  Add.
5. In the Name field, enter a unique name.
6. In the Description field, enter a description of the permission set.
7. In the Privileges section, expand each category to assign privileges.
8. Select Save.

   Notes:

   • To assign users to a portfolio permission set, use the Security page in the Portfolio Summary & Settings page.
   • To assign a default portfolio permission set to a user group, use the Default Permissions tab of the User Groups page.

Tips

• Provide clear permission set names and descriptions to help you manage permissions.
• You can duplicate existing permission sets by selecting the  Add  menu and selecting Duplicate. The Administrator (System) permission set cannot be duplicated.
• You can delete a permission set by selecting the profile and selecting  Delete. You can only delete permission sets that are not currently in use. The View Only (System) and Administrator (System) global permission sets cannot be deleted.