Managing the enterprise-related permissions

You must be an admin of the enterprise to be able to manage the permissions.

Permission
Description

Administer Enterprise

An enterprise must have at least one admin (The initial user who created the enterprise is automatically its admin). An enterprise admin can:

• Add or remove an organization to/from the enterprise provided they are also an admin of the organization.

• Rename the enterprise.

• Change the member permissions.

Create Portfolios

Can create portfolios.

We recommend having two admins per enterprise.

Setting the permissions of users

  1. Retrieve your enterprise. See Retrieving and viewing your enterprise.

  2. Go to Administration > Enterprise Permissions.

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