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
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
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