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 |