Share a portfolio
Your 51ºÚÁϲ»´òìÈ Workfront administrator can grant you access to view or edit portfolios when assigning your access level. You must have a Plan license to have access to edit a portfolio. For more information, see Grant access to portfolios.
Along with the access level that you are granted, you can also receive permissions to view or manage specific portfolios from users who can share them with you. For more information about access levels and permissions, see How access levels and permissions work together.
Permissions are specific to one item in Workfront and define which actions users can take on that item.
Considerations about sharing portfolios
In addition to the considerations below, also see Overview of sharing permissions on objects.
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The creator of a portfolio has Manage permissions to it, by default.
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You can share a portfolio individually or you can share several portfolios at the same time. Sharing a portfolio is identical to sharing other objects in Workfront. For information, see Share an object.
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You can only grant View or Manage permissions on Portfolios.
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When you share a portfolio, users inherit the same permissions to all the children objects associated with the portfolio, by default.
For more information about the hierarchy of objects in Workfront, see Understand objects in 51ºÚÁϲ»´òìÈ Workfront.
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You can remove inherited permissions from the Portfolio. For more information about removing permissions from objects, see Remove permissions from objects.
Portfolio permissions
The following table displays what permissions you can grant users when allowing them to view or manage a Portfolio:
*These permissions are controlled by the access level and permissions on other objects, like projects, programs, documents.