Every role in Easy Projects has a portfolio component that is one of four named portfolio roles. When creating or editing a role you need to choose of a default portfolio role. A portfolio roles has a fixed and uneditable set of permissions. See Portfolio Role Permission Presets below for details. The portfolio roles are named as follows:
- Portfolio Manager,
- Portfolio Editor,
- Portfolio Viewer, and
- Portfolio Participant.
See the table below for details of each portfolio role.
Portfolio manager role
Portfolio Role Permission Presets
The table summarizes the portfolio member permissions:
| Portfolio Role | ||||
| Permissions | Manager | Editor | Viewer | Participant |
| View Portfolio | Yes | Yes | Yes | Yes |
| Edit Portfolio (w/o Managing Members) | Yes | Yes | No | No |
| Delete Portfolio | Yes | Yes | No | No |
| Manage Portfolio Members | Yes | No | No | No |
| View All Activities in Portfolio | Yes | Yes | Yes | No |
| Add Activities to Portfolio | Yes | No | No | No |
| Edit All Activities in Portfolio | Yes | Yes | No | No |
| Delete All Activities from Portfolio | Yes | Yes | No | No |
| View All Time Entries in Portfolio | Yes | Yes | Yes | No |
| Add Time Entries for Someone Else | Yes | No | No | No |
| Edit All Time Entries in Portfolio | Yes | Yes | No | No |
| Delete All Time Entries in Portfolio | Yes | Yes | No | No |
| View Projects in Portfolio | Yes | Yes | Yes | No |
| Edit Projects in Portfolio | Yes | Yes | No | No |
| Delete Projects from Portfolio | Yes | Yes | No | No |
| View Members & Assignees | Yes | Yes | Yes | No |
| Manage Members & Assignees | Yes | No | No | No |
| Log Expenses | Yes | Yes | No | No |
| Edit Actual Expenses | Yes | Yes | No | No |
| Edit Planned Expenses | Yes | Yes | No | No |