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Change plan to private after plan is created

When a plan first creates, we are able to select "no restriction" or "private".

Are we able to change to private after the plan was created as no restriction?

1 answer

1 accepted

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Answer accepted

Hello Cinya,

You can configure your Portfolio plan to private by configuring its permissions following the steps mentioned in this documentation:

  1. In your plan, click   located next to the plan name > Configure > Permissions.


Now you can see the editors and viewers permissions.

  1. To grant editors permission to a new group of users, click Add, and select the user group from the drop-down.
  2. To grant read-only permission to users, click Add, and select the names from the drop-down.

Let me know if you have any questions.

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