Portfolio Management – User Management Video

Portfolio Management – User Management Video

This Quick Guide reviews user management in Portfolio Management.

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About this course

This Portfolio Management (previously Investment Central) Quick Guide video covers how to administer users, including:

  • Adding a user
  • Inviting a user
  • Resetting a password
  • Inactivating a user

Curriculum

  • Portfolio Management – User Management Video
  • Survey

About this course

This Portfolio Management (previously Investment Central) Quick Guide video covers how to administer users, including:

  • Adding a user
  • Inviting a user
  • Resetting a password
  • Inactivating a user

Curriculum

  • Portfolio Management – User Management Video
  • Survey