Which settings determine which user can access which portfolio? Find the answer in the article below.
- Portfolio Access Rights: Who Has the Right to View Which Portfolio?
- User Rights: Who Has the Right to Add and Configure Portfolios?
- User Rights: Who Has the Right to Edit Which Projects?
If you are just getting started with Meisterplan, you will find all you need in the Portfolios in Meisterplan - Overview article.
Portfolio Access Rights: Who Has the Right to View Which Portfolio?
For each portfolio, access rights can be configured:
Users with access rights to a portfolio can select and view its projects.
The Share with all users setting also applies to future users.
User Rights: Who Has the Right to Add and Configure Portfolios?
User groups allow you to define which users have the right to add new portfolios and configure existing ones:
You can select three options under the Manage Portfolios right:
- No Portfolios: Users in this group cannot add new portfolios or configure or delete existing ones.
- According to Configured Portfolio Rights: Users in this group can add portfolios and configure or delete those for which they have access rights.
- All Portfolios: Users in this group can add portfolios and configure or delete all portfolios.
Learn more in the Manage User Groups article.
User Rights: Who Has the Right to Edit Which Projects?
Access rights to a portfolio and the Manage Portfolios right are not sufficient for a user to be able to edit the projects in a portfolio. Instead, the following requirements must be met:
- The user needs to have access rights to the portfolio.
- The user needs to be in a user group where the Edit Projects and Program right is set to All Projects and Programs.
- To edit projects in the Plan of Record, the user needs to be in a user group with the Edit Plan of Record right. To edit projects in a scenario, the user needs to have Edit Rights for the scenario.