Portfolio Manager Settings

Use the Portfolio Manager settings to specify permissions and policies for Portfolio Manager.

Related Topics

Search for a Permission or System Code

Set a Permission and Policy

Access Portfolio Manager Permission

Access Reports Permission

Access Tools Permission

Add/Edit/Delete Buyers Permission

Add/Edit/Delete Investors Permission

Add/Edit/Delete Purchases Permission

Add/Edit/Delete Sales Permission

Add/Edit/Delete Samples Permission

Add/Edit/Delete Sellers Permission

View Buyers Permission

View Investors Permission

View Purchases Permission

View Sales Permission

View Samples Permission

View Sellers Permission

Application Settings

Permissions and Policies