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Tracker Settings
User-Portfolio Privileges
The administrator can establish parameters for Tracker users in regard to each existing portfolio. |
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Click the User-Portfolio Privileges link |
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From the drop down menu, select the desired user name. Click the View tab |
| The user privilege options are Access, which gives the user read/write capabilities for the selected portfolio or Denied which gives no read or write capabilities. | |
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If the privilege is the same for all portfolios, select the specific privilege for All Portfolios |
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If the priviledge is not the same for all portfolios, make your selections under the Portfolios category. For each portfolio that you wish to specify a privilege, click the specific privilege that is to be assigned |
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Click the Submit button to complete the process. To change privileges or add privileges to additional portfolios, select the View button and follow the above described process |
