Adding a role assignment for a resource

A role assignment is a way to grant to a user and/or a security group permission to access any individual investment in the investment heirarchy, including all of its associated data and any of its child investments.

To add a role assignment for a resource

  1. Open the Properties dialog box for an investment, an investment template, a resource, or a resource team.
  2. Select the under Role Assignments tab.
  3. Choose the Simple or Advanced tab.
  4. From the Group / User drop-down, select a security role and click Add.
  5. Click Save Save.