Using Portfolio for Executive View

Hi everyone! I’m looking for a way to limit executives only to the portfolio screen. We wouldn’t want them to get into the individual items. Is there a way to manage this? Thanks!

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Hi @Leslie_Strickland and welcome to the Forum!:wave:

As it stands, this is not possible. You can create your own Portfolio and share it with your executive team or add them as Portfolio Members so they can have access to it.

We have a thread on the #productfeedback category: Only want to upgrade one user to a business plan. Feel free to add you vote and comment to it.

Please let me know if you have any follow-up questions! Have a great day!

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