To open the Portfolio Member Management Modal, either select Manage Members from the portfolio three-dot menu or click the blue icon on the right to manage portfolio members.
How to Add Members to a Portfolio?
Click Add Member on the top.
A list of Members and Contractors along with their Roles is visible. To add a Member or Contractor, click the + button on the right next to their name, then click Add at the top.
External Contractor and Guests will not show on this list.
Grouping the members by member or portfolio or applying filters can help find the desired members.
Now that the Member was added, they will appear on the list.
How to Change a Member's Role on a Portfolio?
Click the Role selector to the right of a Member. They can be a Member or a Manager of the Portfolio, or they can be removed from the Portfolio and all of its Projects.
How to Remove Member from a Portfolio?
Portfolio Members can be removed in two ways: either by clicking the Role selector to the right of a Member and selecting Remove From Portfolio, or by clicking the three-dot menu on a Member and selecting Remove Member.
How to see the Member Profile and Work Schedule?
Clicking on the three-dot beside a member on the manage member modal.
Member profile and work schedule will be the same as ones that you see on Members Space.
