Portfolio Roles

A Portfolio Administrator manages the organization; Full and Limited team members work only in their assigned communities.

Choose the smallest role that supports the person's work. Full Permission can carry out approved management and publication actions in assigned communities. Limited Permission prepares permitted drafts and sends them for review. Community assignments determine which associations appear in each person's workspace. Portfolio membership, Owner Records access, and explicit billing authority are separate. An authenticator adds assurance for certain actions but does not promote a Limited user or expand their assignments.

Steps

1. Open Team in your Portfolio Workspace if you are a Portfolio Administrator.
2. Invite a Full or Limited team member and assign the communities they need.
3. Choose Full for approved operational and publication work.
4. Choose Limited for drafting and other permitted preparation work.
5. Review assignments when someone changes responsibilities.

Good to know

• Full and Limited members cannot manage the Team or Portfolio billing.
• Limited members cannot publish, even after MFA verification.
• Portfolio access does not grant Owner Records access.

Related

• Meetings
• Publishing & MFA
• Manage owner access

Still stuck? Contact support.