Articles on: Access management & other portfolio settings

Permissions and viewing rights per user changes

As portfolio owner you are in control of how many permissions and viewing rights a user has in your portfolio. If you add a user via access management in your portfolio, this user will have default access rights.


However, as described above, there are different permissions per role and degrees of viewing rights. As a portfolio owner you can change these permissions and viewing rights of a supervisor. You can manage this through the following steps:


  • In your portfolio go via the key icon to Access management and click on the organization of the supervisor in question


  • Place your cursor on the supervisor in question (If you have not yet added the supervisor to you portolio, see Granting access)


  • A pencil appears, click on it

  • Under Role in this portfolio you can expand the basic role of the user. It is also shown here which rights the user with the role will get

  • Under Viewing rights you can set how much access a supervisor will have in your portfolio

  • After the changes, don't forget to click on Save


Updated on: 09/04/2025

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