how to create or see the investment portal

[PaulSylo]

Hello all,

What role is required to view the investment portal? The docs indicate that the Create an investment board (servicenow.com) it_project_manager or it_project_user is required to create the investment board, but what if we want users to access only to view? but i am the admin and have all the required roles, still, i am unable to see all these investment portal applications under the application navigator. 

i am trying to navigate through $investment_portal.do!

Pls help?

[lpruit2]

Greetings @PaulSylo. Is this still an issue? Are you experiencing issues loading the page $investment_portal.do or are you trying to access existing Investments that others have created? When I navigated into the Menu Module for Investment Portal, it shows these Roles are required: it_project_user or sn_ppm_finance_read. However, I was able to load the page on my Personal Developer Instance (PDI) running as System Admin. I hope this helps!