Portfolio permissions

The Permissions tab allows you to define and manage what each role can do within a portfolio. It controls which actions each role can access, helping you assign the right level of responsibility to each user and ensure security across your portfolio.

Access the Permissions tab

To view and manage permissions:

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

From here, you can choose a role and decide which actions that role can take across the portfolio.

Understand role types

There are two types of roles available in a portfolio:

Default roles

Portfolios include three default roles with predefined permission levels. These roles follow a hierarchy, where higher roles inherit all permissions from lower ones.

• Admin – Full access to manage the portfolio, settings, and members
• Editor – Can create, update, and manage portfolio content
• Viewer – Can only view and search portfolio content

Custom roles

Custom roles allow you to create tailored roles based on job functions, teams, or specific responsibilities. You can define exactly what each role is allowed to do.

Manage custom roles

Create a custom role

To start creating a new role:

1. In the Custom roles section, click + New Role button.
2. In the Create role dialog:

• Enter a role name
• Add a description to explain the purpose of the role, such as what actions the user is allowed to take.
• Use the checkboxes in the Permissions section to select the specific access rights. Tip: Use the search bar to find specific permissions quickly.

3. Click Create to finalize the new role for the portfolio.

👉 The new role will appear in the list and can be assigned to members. You can then assign this role to portfolio members and adjust the permissions of this role just as you would for any other permissions.

Update permissions for a custom role

You can update a custom role at any time to change what users can do.

How to update permissions:

1. In the left panel, select a custom role.
2. In the right panel, review the list of permissions.
3. Check or uncheck permissions to update access. Tip: Use the search bar to find specific permissions quickly.

👉 Changes are applied to all users currently assigned to that role.

Edit a custom role

You can update a role’s name or description without affecting its permissions.

How to edit a custom role

1. Select a custom role from the left panel.
2. Click Edit in the right corner.
3. In the Update role dialog:

• Update the role name
• Update the description

4. Click Save to apply your changes.

Delete a custom role

Delete a custom role if it is no longer needed.

How to delete a custom role

1. Select a custom role from the left panel.
2. Click Delete in the right corner.
3. In the confirmation dialog: Select another role to reassign users who are currently using this role
4. Click Delete to confirm.

Duplicate a role

You can quickly create a new role by duplicating an existing one. This helps you save time when setting up roles with similar permissions.

How to duplicate a role

1. Select the default or custom role you want to duplicate.
2. Click Duplicate in the right corner.
3. Enter a new name for the role.
4. Adjust permissions as needed.
5. Click Create to finish.