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

[IbrahimZimmerma]

Hey there! I'm new here, but I'll do my best to help you out (if you or someone here still need help). Well, I did a little digging, and it looks like the role you need to view the Investment Portal depends on how your organization has set it up. Some companies might require a financial advisory role to access the portal, while others might allow anyone with basic user permissions to view it.

[IbrahimZimmerma]

Hey there! I'm new here, but I'll do my best to help you out (if you or someone here still need help). Well, I did a little digging, and it looks like the role you need to view the Investment Portal depends on how your organization has set it up. Some companies might require a financial advisory role to access the portal, while others might allow anyone with basic user permissions to view it. If you're looking for financial advisory services, I suggest checking out https://stephenswmg.com/services/wealth-management. They offer a range of investment and wealth management services that could be just what you're looking for. Anyway, I hope this still helps.

[yogesh41]

Hi Maddie,

The Business Stakeholder is the role that provides view access to Investment Portal and related entities like Project/Demand as well.

Yogesh