01
Open sharing and permissions
Project Management or Portfolio Management / Open item / Tools / Sharing & Permissions
Work from the project or portfolio that needs additional access.
Organization Owner / PMO
QUICK GUIDE 09
Share projects and portfolios
Grant READ, WRITE or OWNER access to the users who need to collaborate.
02
Select the user
Project Management or Portfolio Management / Open item / Tools / Sharing & Permissions
Choose an existing user whose responsibility justifies access.
03
Assign the permission level
Project Management or Portfolio Management / Open item / Tools / Sharing & Permissions
Use READ for visibility, WRITE for contribution and OWNER for full responsibility.
04
Confirm access
Project Management or Portfolio Management / Open item / Tools / Sharing & Permissions
Verify that the user can open the intended content.
05
Review periodically
Project Management or Portfolio Management / Open item / Tools / Sharing & Permissions
Remove or reduce access when it is no longer required.