Learn how to add member and assign them to roles within a portfolio to give members access to the portfolio funnel.
This interactive guide shows you how to:
- Add members to the portfolio funnel,
- Remove members from the portfolio funnel.
Learn how to add member and assign them to roles within a portfolio to give members access to the portfolio funnel.
This interactive guide shows you how to:
Managers and support can both make changes and add data. Readers can only view programs and can’t make changes.