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Function documentationSubstitutes

 

You can use this function to view, assign, and remove substitutes. You assign substitutes to objects so they have the same rights to work with those objects as you have. In Portfolio Management, you can open the Substitutes screen by choosing Start of the navigation path Services Next navigation step Substitute End of the navigation path. You can assign a substitute to the following portfolio areas:

  • Bucket

  • Collection

  • Item

  • Portfolio

  • Review

Features

  • To assign a substitute, you choose the portfolio area, then select the object and choose the Assign Substitute pushbutton. You search for a user you want to assign to this object and choose the Copy pushbutton to add this user as a substitute.

  • You can remove a substitute by choosing the Remove Substitute Assignment pushbutton.

  • You can export a list of substitutes to Microsoft Excel by using the Export to Microsoft Excel function.