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How to attach portfolio to a user

Version: V4.2
Added on: 08/26/15
Time: 15 min
Category: Quick Guides

Prerequisite Tutorials

Name Added On Difficulty Time Required Description
Creating a new user 09/01/15 30 mins You will learn how to create a new user using User perspective.

Useful Terms

How to attach portfolio to a user

  1. Are you ready?

    In this tutorial you will learn how to attach a portfolio to a particular user.

    We will use the following parameters:
    User: John Smith
    Portfolio: My First Portfolio
  2. Log in to the system using your Username and Password and switch to the Management => User Perspective.

    Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
  3. Click Portfolio button in the top left section of the screen.
  4. Locate   Portfolios List  groupbox
  5. Click   Addbutton
  6. Locate   Portfolio Search  groupbox
  7. Locate     Find  button
  8. Select My First Portfolio from the list.
  9. Click   Applybutton
  10. Congratulations, you are done!

    You have learned how to attach a portfolio to a user and now can do it by yourself.