Every role in Birdview 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 role has a fixed and non-editable 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 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 projects | 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 and assignees | Yes | Yes | Yes | No |
| Manage members and 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 |