Users require the new Portfolio access rights after the upgrade. Without the assignment of the new Portfolio access rights, users cannot see the Portfolio menu links after logging in to the application. The system administrator must manually assign users rights. No automatic assignment of new rights for users who had the old Portfolio rights is available.
Upgrade Action: Assign access rights for the new Portfolio feature to the users who require them.
The following access rights are required to work with portfolios:
Allows a user to create Portfolios.
Includes: Portfolio - Navigate right to navigate to the portfolio pages.
Type: Instance
Lets a user access the portfolio pages.
Type: Instance
Lets a user edit all Portfolios.
Type: Global
Lets a user edit the access rights for all portfolios. This access right does not include the Portfolio - Navigate or Portfolio - View rights.
Type: Global
Lets a user view the access rights for all portfolios. This access right does not include the Portfolio - Navigate or Portfolio - View rights.
Type: Global
Lets a user view all portfolios.
Type: Global
Lets a user import and export portfolio instances using the XML Open Gateway interface.
Type: Instance
You can select a user as a Manager or a Stakeholder on a portfolio's properties page. Being selected as a Manager or Stakeholder automatically a user the following rights to the portfolio:
No access rights apply to the investments and plans that are contained in a portfolio. If you have rights to view or edit a portfolio, you can view or edit all investments and plans in the portfolio.
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