---
title: "Portfolio Member Management"
description: "Add, modify or remove members, view portfolio member information"
url: https://support.mosaicapp.com/en/articles/361-portfolio-member-management
collection: "Overview"
updated: 2026-10-28
language: en
---

# Portfolio Member Management

Add, modify or remove members, view portfolio member information

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.

![](https://staticfiles.gleap.io/ghelparticle/3zrMf6ftaKg2uB7jMWTyeWuelMKVllTmrOBOPOcEPqqxfQOeprO31AfqvoHH6vR75DHwfOm5ro7.png)

Member Management Modal displays all Portfolio Members in a structured order to improve visibility and access:

1.  **Suggestions** – Highlighted first if any.
    
2.  **Portfolio Managers** – Listed next in alphabetical order, with a black dot indicator on the avatar.
    
3.  **All Other Members** – Displayed alphabetically.
    
4.  **Open Roles** – Shown last, also in alphabetical order.
    
    ![](https://staticfiles.gleap.io/ghelparticle/ivjddh3wgrilq0FxEm3bg8KNT1gwZvN0mS8lwOrqhvsmY6kHkMXAFNsaHuofSiKRkNsvg9auq8H.png)
    

## How to Add Members to a Portfolio?

1.  Click **Add Member** on the top.
    
    ![](https://staticfiles.gleap.io/ghelparticle/s4i0NFfURIMlSTIZWNwUV3zLjf3UwOdC54im2oMyUgOfl3DkWb78hfSqTMjihoCo9OqHMAhPG6S.png)
    
2.  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.
    
    > **Info:** External Contractor and Guests will not show on this list.
    
    ![](https://staticfiles.gleap.io/ghelparticle/6HBmwc0D7BhkCx14Re1tc9vt26ujPUG1KUxgUPqML1VXXWFHYKrJMtZH9dDqT9PX9DOmYOaZoEw.png)
    
    Grouping the members by member or portfolio or applying filters can help find the desired members.
    
    ![](https://staticfiles.gleap.io/ghelparticle/3EUKCWWuowsAXhkwZEX9ze1I0TBo6MQr3CC5ugq6FQ4Do0f6ePEZGGvGAb4HMb05ONXGmy5O5HX.png)
    
    ![](https://staticfiles.gleap.io/ghelparticle/hpNSmDe9KNWn5JT88HUMkYk7VqEfKrUWArqs2DxcTjcZTerR1DrSOpTNvMYccPMAAJlPlObDzf7.png)
    
3.  Now that the Member was added, they will appear on the list.
    
    ![](https://staticfiles.gleap.io/ghelparticle/xa5CdqVBxN6jdVTMp3J4qSuFdULumvHsoZumM6XUge4SkZO29xp3PyTZghNLRFJvkhAfwkKxL1W.png)
    

## **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.

![](https://staticfiles.gleap.io/ghelparticle/WbDNb9mpudwDf5xOaVWJHnxV6kBKYVFzRIu0n90aK2AxCMVV1JG6pBU60crqSPkOHcuOzIZmlLb.png)

## **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**.

![](https://staticfiles.gleap.io/ghelparticle/xiuk2VQAFj7T0MqH7GVrGSwDmBPcFqXpwdI0wsiL6S4X3JpHKYwk3EFOGJiOl4c2F0r4XB9R5fq.png)

![](https://staticfiles.gleap.io/ghelparticle/Esey6oROdDAU9E2jHomQUOjOdtR4UJE7BZwIjJfsV3y8tpzfL4tgYZ06RWi2Y9Bi7YATOLC7gJV.png)

## **How to see the Member Profile and Work Schedule?**

1.  Clicking on the three-dot beside a member on the manage member modal.
    
    ![](https://staticfiles.gleap.io/ghelparticle/Ifn36DWBbSOfevaU70UBDFySAu6Kg5K2vyPms6ACvCgmPD1RGK4ezZ1sIazwaYriU5uEm2ulBNZ.png)
    
2.  Member profile and work schedule will be the same as ones that you see on Members Space.
    
    ![](https://staticfiles.gleap.io/ghelparticle/sjTeMHoR9YmXZEK7AhVxM1yyzANTVzQE9uvwQKuyIiGy4AhyHQfW2JbqiniFVueAKrW3LNn31en.png)![](https://staticfiles.gleap.io/ghelparticle/QbtqdFON6uT6xgJsBhM2uFaukQUQZ86oGxEjfOVAc08DQmpFRqmmJAMIXdBfAqZshtA6Z7ffwMu.png)
    
    [Learn more about Member Modal](https://support.mosaicapp.com/en/collections/25-member-modal)