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:
Contact an Admin user in your organization and request the change.
Ask your company Admin to update your role,

