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