Understanding portfolio user roles

You will learn

Learn about the roles and permissions for portfolio users. This article outlines both static portfolio user roles and how to create a custom user role.

Note that this article only goes over portfolio user permissions. Learn how to add or remove users in a portfolio.

Before you begin

Please note that portfolio user roles:

• Are entirely separate from account user roles.
• Can access data from every linked account, within the permissions granted by their portfolio role.
• Do not have to be users in any (or every) linked account.

Portfolio static user roles

There are 4 static roles in a portfolio:

• Portfolio Owner
• Portfolio Admin
• Portfolio Manager
• Portfolio Analyst

Portfolio Owner

The Portfolio Owner has full access to the portfolio, including the ability to:

• View all portfolio and account details.
• Add or remove accounts from the portfolio.
  Note that they must also be an Owner or Admin in the account to add it to a portfolio.
• View and manage users in the portfolio.
• Close the portfolio.

Portfolio Admin

The Portfolio Admin can do almost anything in the portfolio, including:

• View and export billing information.
• View and export reports and metrics.
• Create portfolio metrics and edit or delete metrics created manually.
• Manage portfolio settings.
• View portfolio accounts and users.

The Portfolio Admin cannot:

• Close the portfolio.
• Add or remove accounts.
• Manage users.

Portfolio Manager

The Portfolio Manager role has access to data from all linked accounts, but cannot manage portfolio settings, accounts, or users.

A Portfolio Manager can:

• View and export billing information.
• View and export reports and metrics.
• Create portfolio metrics and edit or delete metrics created manually.

The Portfolio Manager cannot:

• Manage portfolio settings.
• View linked accounts’ organization details or add or remove accounts from the portfolio.
• View and manage portfolio users.

Portfolio Analyst

The Analyst is the most limited role in the portfolio.

A Portfolio Analyst can:

• View and export reporting details.
• Create portfolio metrics and edit or delete metrics created manually.

A Portfolio Analyst cannot:

• Manage portfolio-wide settings or view portfolio users.
• Add or remove accounts.
• View or export billing details.

Portfolio custom user roles

Custom user roles allow you to tailor user permissions to your team's specific needs, so each user has access only to the areas of the product required for their job.

Product areas

Choose the product areas and permission levels your custom role needs. Areas you leave turned off are not included in the role.

Create a custom portfolio role

Only the Portfolio Owner can create and assign custom portfolio roles.

1. In your portfolio, open the account menu and select Settings. Go to Portfolio > Users.
2. In the Roles section, click Add.
3. Enter a unique Name and a Description for the role.
4. Under Permissions, turn on each area the role needs and select its permission level. Select at least 1 permission.
5. Click Create. The new role appears in the Roles section and is available when you add or update a portfolio user.

Additional resources