Portfolio Management – Roles Video

Portfolio Management – Roles Video

This Quick Guide reviews the use of Roles in Portfolio Management.

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About this course

This Portfolio Management (previously Investment Central) Quick Guide video explains how roles can be set up for various levels of users, including:

  • How to create roles
  • How to configure role permissions
  • How to assign roles to users

Curriculum

  • Portfolio Management – Roles Video
  • Survey

About this course

This Portfolio Management (previously Investment Central) Quick Guide video explains how roles can be set up for various levels of users, including:

  • How to create roles
  • How to configure role permissions
  • How to assign roles to users

Curriculum

  • Portfolio Management – Roles Video
  • Survey