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