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Invite People to a Business Portfolio

You can invite people to join your business portfolio and assign them assets to work on.

Before you begin

  • You must have full control of the business portfolio to add people and assign business assets.
  • Assign only the access level needed for each person to complete their work.
    By default, people are given basic access when added.
  • Business portfolio permissions override all other permissions.
  • Consider enabling two-factor authentication (2FA) to help protect the business portfolio and assets from unauthorised access.