To view the list of available access levels, follow these steps:
- Log in as Administrator (or a user who has the ‘Manage System Settings’ permission). If you are already logged in, skip this step.
- From User menu, select Company Settings then Default access level for portfolios. This will open the Access Levels screen.
- To view an access level, select it on the list of available access levels.
- Clicking on an access level opens the access level details in the right half of the screen.