View Investors Permission

Use the View Investors permission to specify whether users can view investors in Portfolio Manager. 

Location

In the Navigation pane, click Applications > Portfolio Manager > View Investors.

Scope

This permission is available for the following scopes:

• System

• Role

• User

• Branch

Policy

N/A

Related Topics

Search for a Permission

Set a Permission and Policy

Portfolio Manager Settings

Application Settings

Permissions and Policies