Access Rights (Portfolio) › Portfolio Access Rights

Portfolio Access Rights

The following access rights are available to resources, groups, and OBS units to create, view, and edit a portfolio:

Portfolio - Navigate

Allows users to access the Portfolio Management menu.

Type: Global

Portfolio - Create

Allows users to create portfolios.

Includes: Portfolio - Navigate to access Portfolio Management menu.

Type: Global

Portfolio - Create Scenarios

Allows user to create scenarios for a specific portfolio.

Requires:

• Portfolio - Navigate to access the Portfolio Management menu
• Portfolio - View to view a specific portfolio.

Type: Instance

Portfolio - Edit

Allows users to view, edit, and delete specific portfolio. This right also lets users change the portfolio layout and attach, modify, or delete a scenario. With this right, users can view investments, scenarios, and portlets in the portfolio to which they have access.

Requires: Portfolio - Navigate to access the Portfolio Management menu.

Type: Instance

Portfolio - Edit - All

Allows users to view, edit, and delete all portfolios. Users can see only the investments, scenarios, and portlets to which they have access.

Requires: Portfolio - Navigate to access the Portfolio Management menu.

Type: Global

Portfolio - Edit Access Rights

Allows users to view, edit, and delete the access rights for portfolios to which they have access.

Requires: Portfolio - Navigate to access the Portfolio Management menu.

Type: Instance

Portfolio - Edit Access Rights - All

Allows users to view, edit, and delete the access rights for any portfolio to which they have access.

Required: Portfolio - Navigate to access the Portfolio Management menu.

Type: Global

Portfolio - Manager - Auto (Automatic)

Automatically assigned when users create an investment or are assigned as the manager of an investment. This right allows users to view, edit, and delete the portfolios they create. This right also lets users view, edit, and delete the access rights for the portfolio. The Portfolio - Navigate right is required.

This access right is equivalent to the Portfolio - Edit access right, and includes the Portfolio - Read, Portfolio - Edit, Portfolio - Delete, and Portfolio - Navigate access rights.

If you reassign the portfolio manager, this access right transfers to the new manager, and the previous manager’s access rights to this portfolio is revoked.

Type: Instance

Portfolio - View

Allows you to view a specific portfolio.

Required: Portfolio - Navigate to access the Portfolio Management menu.

Type: Instance

Portfolio - View - All

Allows users to view all portfolios. Users can view only investments, scenarios, and portlets in the portfolio to which they have access.

Requires: Portfolio - Navigate to access the Portfolio Management menu.

Type: Global

Portfolio - View Scenarios

Allows users to view all scenarios for a specific portfolio.

Requires:

• Portfolio - Navigate to access the Portfolio Management menu.
• Portfolio - View to view a specific portfolio.

Type: Instance