Organization Structure

Introduction Organizations usually contain a number of departments, branches, workgroups, or individuals. These are represented as the organization structure. A Portfolio Association is a single level of an organization structure. This article provides an overview of steps to add and manage a Portfolio Association. Organization Levels You can create the

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User Management

Introduction The User Management feature in Plutora enables you to view, search, and manage user accounts.For Plutora Test User Management, see Manage Users In Plutora Test. Pre-requisite To be able to access the ‘User Management’ feature, you must be an administrator. Navigation Settings > User Management. User Management Grid Layout

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Introduction Customize the menus and features in Plutora using the Customization feature. Pre-requisite To be able to access ‘Customization’ feature, you must have ‘Access Customizations’ User Permission. Navigation Settings  > Customization ‘Customization’ Options Using ‘Customization’ feature you can: customize the menu names and enable/disable the menus and features in Plutora

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