Granting Access to an Administrator

Granting Access to an Administrator

Only Owners of the Portfolio can grant (or remove) Administrator Access
  1. Click on the User Menu in the upper right corner
  2. Select 'Access'
  3. Select '+ User'
  4. Type in the name of the person from your Contacts you wish to give access to, or type a valid email address in this field.*
  5. Select 'Administrator'
  6. Click 'Save'
* NOTE: If typing in a name and no options show up, they probably aren't in your Contacts with a valid email address.  You can either edit their contact or simply type in a valid email address in the +User.

 

 

 

To Grant Access to a Project Manager, See Article: Granting Access to Project Managers.


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