Right now the portfolio permissions are all or nothing (i.e., if I have access to portfolios I can see my own portfolio and everyone else's). It would be great if there was an option to grant access only to the user's portfolio. We have relatively junior people acting as billing managers who would benefit from access to their own portfolio but it doesn't make sense for them to be accessing every person's portfolio.
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Votes
3 comments
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Michelle Harris Hi Stephanie
Is this for the billing portfolio or another portfolio?
Thanks
Michelle
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Stephanie Hartje Yes, I was referring to the billing portfolio but the same would apply for any portfolio that includes financial data
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Michelle Harris Thanks Stephanie
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