Access management as a Portfolio owner

• Portfolio access management

  Your portfolio is not just visible to others. It is important to know that as a portfolio owner you manage who has access to your portfolio. In the access management you can see who has access to your portfolio and their access rights. You can add people involved in your program via the access management.Some readers

• Permissions per person per role

  A supervisor is given a standard role by the organization that gives them permissions in your portfolio. These can be:Some readers

• Access by organization

  Under Access management you can see all the locations involved in your portfolio. Organizations will appear here automatically when you create a residency in the relevant organization. Before the start of your residency you can grant the training group access here. You will receive a reminder two weeks before the start of each residency. You can also manually grant a organization access. If necessary, deny access to the entire organization; be aware that no one in that department will be able tSome readers

• Granting access

  Add a user via the Access management page, so that this supervisor can contribute to your portfolio. You can add a user by following these steps: In your portfolio navigate via the key icon to Access management Click here on the button Add people Select the organization where the user works Search for the user and tick him or her, then do not forget to click on Save Important, there are two types of rights: permissions and viewing rights. (https://help.reconSome readers

• 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 toSome readers

• Access by individual user

  By organization you can see the different users involved in your portfolio. Are you missing an organization or a person who does need access? Add that person via the Add people button. Don't forget to press save after selecting the user. Can't find an organization? Please contact our support department at support@reconcept.nl Would you like feedback of a supervisor without an acount? Read more here (https://help.reconcept.nl/en/article/how-do-i-request-a-Some readers

• Viewing rights per person per role

  A user gets default access to your portfolio based on his/her role, but as portfolio owner you can customize this access and deviate from the default per-role access rights. You can grant or revoke additional permissions. The different levels of access are:Some readers

Access management as a Supervisor

• Permissions and viewing rights as supervisor

  As a supervisor, you must first gain access to the portfolio, which can be given by the portfolio owner, in order to contribute. Don't see a portfolio on your dashboard? Then you do not have access to this portfolio. The portfolio owner needs to give you access in the access management, see here There is a difference between permissions and viewing rights. Permissions in a portfolio The organization you work forSome readers

Other Portfolio settings

• Export portfolio

  Create an export of your portfolio to receive all your data togheter in a file. In your portfolio, navigate through the black menu on the left to Portfolio setting and to the Export portfolio tab. Click on Send me an export. You will receive a copy of all the forms and attachments you have added to your portfolio by email. In addition, you will receive all data in an Excel file. This file can be read by another portfolio system.Some readers

• (De)activate portfolio

  Complete portfolio When your portfolio is completed, only you have access to it. You can view the portfolio for 5 years after the completion. You can no longer receive assessments or feedback after completion, so do not deactivate your portfolio when you have yet to receive assessments. The portfolio can be reactivated within 5 years after deactivation. With a deactivated portfolio, you as the portfolio owner can: View all assessments Print assessments Request an expoSome readers

• Import portfolio

  Import parts of Reconcept EPA Portfolio Copy data from an (old) Reconcept EPA Portfolio to your current portfolio. To do so, click on Transfer items from another Reconcept EPA Portfolio. Here you see an overview of the data from your old portfolio and you can choose which items to include in your current portfolio. Import parts of another portfolio system Have you worked with another portfolio system before? With some systems (EPASS, Medbook) you can transfer your portfolio to RecoSome readers