What is the role required for the Investment Portal?

[Maddie Wolf]

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?

Thanks!

-Madeline

[Yousaf]

Hi Maddie,

I think these are only two roles for Investment portal maybe you can create a custom read only role and give read access only through ACL.


Mark Correct or Helpful if it helps.

[Yousaf]

Hi Maddie,

If I answered your query can you mark my answer correct and close the thread.

[Dhiren Aghera]

Hi Maddie,

What I have learned w.r.t to Investment Portal is that user who creates the Investment Portal will have an option to share with Groups/Users with a view only access. This is a great way to ensure the owner has rights to edit and modify the filter criteria while the users who have been shared can just view the information. Give it a try.

Hope this helps...

[Dhiren Aghera]

Hi Maddie,

If my response helped answer your query in someway please do mark my response helpful/correct so that others can benefit in case they have similar query.

Thanks in advance,