# Administering portfolios

This feature is only available in the [Enterprise plan](https://www.sonarsource.com/plans-and-pricing/#sonarqube-cloud-features).

A portfolio is a set of projects within an enterprise that enables an aggregate view of its state through various lenses, including releasability, security, reliability, and maintainability.

{% hint style="info" %}
Before you can view the Enterprise-level reports, your organization must be added to an enterprise. For more information, see [Managing your enterprise](/sonarqube-cloud/administering-sonarcloud/managing-enterprise.md).
{% endhint %}

## Permissions <a href="#permissions" id="permissions"></a>

* To create a portfolio or a portfolio permission template, you must first be granted the Create Portfolios permission by enterprise administrator. See [Setting up your enterprise](/sonarqube-cloud/getting-started-with-enterprise/setting-up-your-enterprise.md#set-permissions) for details.
* The permissions to administer, edit, or view a portfolio are granted by the portfolio administrator in the portfolio settings.

### Administer, edit, and view permissions <a href="#administer-edit-and-view-permissions" id="administer-edit-and-view-permissions"></a>

The following permissions are available for a portfolio:

<table><thead><tr><th width="198.82421875">Permission</th><th>Description</th></tr></thead><tbody><tr><td><strong>Administer</strong></td><td>Can change the portfolio’s permissions.</td></tr><tr><td><strong>Edit</strong></td><td><p>Grants the ability to:</p><ul><li>Delete a portfolio.</li><li>Add projects by name (with projects’ Browse permission), by project tags, by organizations, or using regex (without projects’ Browse permission).</li><li>Remove any projects. Projects without the Browse permissions appear as hidden and once removed cannot be added back in.</li></ul></td></tr><tr><td><strong>View</strong></td><td>Can view the portfolio’s Overview, Portfolio Breakdown, and Measures tabs. On the Portfolio Breakdown page, users can only view the projects they have access to (Browse permission).</td></tr></tbody></table>

<div align="left"><figure><img src="/files/whi8OWoWFPBZqGOmaXUC" alt="Portfolio permissions page"><figcaption></figcaption></figure></div>

1. Go to **My Portfolios** in the top navigation and select your enterprise from the drop-down menu.
2. Select the portfolio you want to add the permissions to from the Portfolios home page
3. Go to **Administration** > **Permissions**
4. Assign users and groups the **Administer**, **Edit**, and **View** permissions or select **Apply Permission Template**. The Filters sidebar allows you to find users by **Type**, **Role**, and **Organization**.

## Portfolio permission templates <a href="#permission-templates" id="permission-templates"></a>

Portfolio permission template defines the portfolio-related permissions granted to groups and members of your enterprise. Enterprise administrators can define several permission templates in your organization including a default template. Using permission templates allows you to:

* Grant or revoke different sets of permissions to users or groups.
* Set a default template for new portfolios.

### Creating portfolio permission templates <a href="#creating-permission-templates" id="creating-permission-templates"></a>

The Enterprise administrator permission is required to create permission templates:

1. Retrieve your enterprise. See [Retrieving and viewing your enterprise](/sonarqube-cloud/administering-sonarcloud/managing-enterprise/retrieving-and-viewing-your-enterprise.md).
2. Select **Administration** > **Portfolio Permission Templates**.
3. Select **Create new template** at the top right of the page.
4. Enter the **Template Name** and **Description** in the modal.
5. Assign users and groups the **Administer**, **Edit,** and **View** permissions. The Filters sidebar allows you to find users by **Type**, **Role**, and **Organization**.

### Editing portfolio permission templates <a href="#editing-permission-templates" id="editing-permission-templates"></a>

To edit an existing permission template:

1. Retrieve your enterprise. See [Retrieving and viewing your enterprise](/sonarqube-cloud/administering-sonarcloud/managing-enterprise/retrieving-and-viewing-your-enterprise.md).
2. Select **Administration** > **Portfolio Permission Templates**.
3. From your permission template’s **Actions** menu you can set the template as default for new portfolios, edit permissions, update name and description or delete the template.

<div align="left"><figure><img src="/files/dLhPPw5BZaGzq9g2ePD6" alt="Options for the portfolio permission template"><figcaption></figcaption></figure></div>

{% hint style="info" %}
If you update a portfolio permission template, the changes are not reflected in any previously created or updated portfolios using that template.
{% endhint %}

## Related pages <a href="#related-pages" id="related-pages"></a>

* [Getting started with Enterprise](/sonarqube-cloud/getting-started-with-enterprise.md)
* [Viewing portfolios](/sonarqube-cloud/getting-started-with-enterprise/viewing-enterprise-reports/viewing-portfolios.md)
* [Managing portfolios](/sonarqube-cloud/managing-portfolios.md)
* [Permissions](/sonarqube-cloud/administering-sonarcloud/permissions.md)


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