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Limit users from seeing a portfolio

Question asked by Garrett.S on Apr 8, 2015
Latest reply on Apr 16, 2015 by Garrett.S

Hello,

 

I have a situation where I need to limit users who have global portfolio rights from seeing a certain Strategic Initiative portfolio.  We currently do not have the portfolio object associated with an OBS. We do have a Portfolio OBS but it is not checked to use for access rights.  My question is what's the best way to solve the issue?

 

I can think of two ways:

1.  Add the portfolio object to our department OBS and then create security groups based on what users need to see which portfolio.

2.  Check our Portfolio OBS to be used for access rights, add the Portfolio object to that portfolio and then create security groups with rights based off of which group needs to view certain portfolios.

 

 

Any thoughts and feedback?

 

Thanks,

Garrett

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