To manage portfolios, a user must have appropriate permission(s) enabled in the role.
There are two role permissions that govern portfolios:
|Add portfolios||Allows adding portfolios.||User with this permission is able to create a portfolio, and when he/she does, he/she automatically becomes portfolio manager.|
|Manage all portfolios.||Allows viewing and editing portfolios, as appear on the Project Details page, Project list, etc. By default, Project Manager-, Supervisor- and Administrator-role users have this permission enabled.||User with this permission is able to modify portfolio details if he/she is no member of it. He/she can’t create a new portfolio unless he/she has the "Add portfolios" permission.|
If ‘Show portfolios’ is turned off in Options | Advanced settings | Program settings, both permissions do not take effect.
If a user is the representative of a customer, then Easy Project will automatically filter out and not show that user any other users and projects (data pertaining to them) who are representatives of or belong to other customers. However, it will show the user all other users who are either representatives of the same customer or who have No customer set in their 'Customer representative' field. NB: This does not apply to users with the 'Manage customers' global permission in their role.