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Who Can Change Portfolio Assignments

Portfolio assignments are permission-based. Only users with the Admin role can modify them. Members have view-only access.

Kolleno Support avatar
Written by Kolleno Support
Updated today

Portfolio assignments control how accounts are grouped and managed. To prevent unintended changes, this action is restricted to specific user roles.

If you are unable to change a portfolio assignment, it is most likely due to your assigned role.


User Roles and Permissions

Admin

Admins have full access to portfolio management and can change portfolio assignments.

Member

Members have limited permissions and cannot change portfolio assignments. They can view portfolios but cannot edit or reassign them.

For more information on role levels please read Levels of User Permissions


What You Can Do if You Are a Member

If you need a portfolio assignment updated, you have two options:

  1. Contact an Admin user in your organization and request the change.

  2. Ask your company Admin to update your role,

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