Change plan to private after plan is created

[Cinya Wu]

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?

[Petter Gonçalves · Accepted solution]

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.