Access settings

The Access tab allows you to manage who can access your portfolio and what level of permissions they have. From here, you can control visibility, invite members, and assign roles to ensure secure and effective collaboration.

Access the Access tab

To manage portfolio access:

1. Navigate to the Portfolio settings page
2. Select the Access tab from the left-hand menu.

Set Portfolio privacy

Portfolio privacy determines who can view and access the portfolio.

How to change portfolio privacy

1. In the Access page, locate the Portfolio Privacy section.
2. Click the dropdown menu.
3. Choose one of the following privacy levels:

• Open: Anyone in your organization can find and access the portfolio.
• Private: Only portfolio members can access it.

4. Once you select your preferred privacy level, the changes will be saved automatically.

Manage members

Below the privacy settings, you can manage all users who have access to the portfolio.

From this section, you can:

Search for members

To search for board members, click the Search bar and type the member’s name. This allows you to quickly find and manage specific members within the portfolio.

Add a new member

You can invite new users to collaborate in the portfolio by following these steps to manage access and permissions:

How to add members

1. In the Access tab, click Add People.
2. The ‘Add members’ modal opens. From here:

• Enter a user’s name or email address. You can add multiple users at once.
• Select a portfolio role to define their permissions:
  • Admin – Full control to manage settings, members, and the portfolio
  • Editor – Can create, edit, and manage portfolio content
  • Viewer – Can view and search portfolio content only

3. Click Send invite to grant access.

Update a member’s role

You can update a member’s role to control their level of access within the portfolio.

How to update roles

1. In the member list, locate the user you want to update.
2. Click the Role dropdown in the Role column.
3. Select a new role (Admin, Editor, or Viewer) or a custom role from the list.

Manage roles

The dropdown includes both default roles and any custom roles available in your porfolio.

To create a new role or modify permissions:

1. Click Manage roles.
2. You will be redirected to the Permissions page.
3. From there, you can:

• Create new custom roles
• Update permissions for existing roles

Remove a member

You can remove users who no longer need access to the portfolio.

How to remove a member

1. In the member list, locate the user you want to remove.
2. Click the remove icon in the Actions column.
3. Click Delete to confirm, or click Cancel to stop the action.