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Add/Edit/Delete Investors Permission

Use the Add/Edit/Delete Investors permission to specify whether users can add, modify, and delete investors in Portfolio Manager. 

Location

In the Navigation pane, click Applications > Portfolio Manager > Add/Edit/Delete Investors.

Scope

This permission is available for the following scopes:

  • System

  • Role

  • User

  • Branch

Policy

N/A

Related Topics

Search for a Permission or System Code

Set a Permission and Policy

Portfolio Manager Settings

Application Settings

Permissions and Policies