Control Profile access for Advisor Menu actions
As an Administrator or Super User, you can control which profile in AdaptiveWork will view the Advisor menu options. AdaptiveWork Profiles allow you to manage and control the way the system is displayed for each user based on their association with a profile. Each user can be associated with several profiles allowing the user to choose the view shown based on their current work assignment. Learn more about Profile
How to Enable Advisor Access for a User
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Navigate to the Settings page, then to the Profiles tab. The profile panel on the left holds the organizations’ Master Profile settings as well as the organizational default and additional profiles, you also have the option to perform additional profile related actions.
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Create a new Profile named Advisor, or alternatively, select an existing User Profile.
- Associate the Profile to Members
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In the Item type, select Portfolio
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In the Actions section, select Contextual Menu and Property Card.
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Add or remove the Advisor buttons: Link, Unlink, Open Advisor.
Note that unlinking portfolios from Advisor removes automatically all AdaptiveWork data. Learn more about unlinking data from Advisor