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  5. How do I add members to the portfolio funnel?

How do I add members to 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:  

  • Add members to the portfolio funnel,
  • Remove members from the portfolio funnel.

Managers and support can both make changes and add data. Readers can only view programs and can’t make changes.

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