What role is required to configure custom columns on the Investment Portal?

[gjz]

Does anyone know what role is required to add custom columns to the Investment Portal?  I know an admin can do it, but I would like to make our managers more self-sufficient and not have to wait on the admin to add the custom field.

Without admin, the program and portfolio managers don't have the option to add a custom field (like the ones highlighted in yellow).

[PrashantLearnIT · Accepted solution]

Hi @gjz 

For the user to be able to edit the column on the investment portal, they need to have the role ' pps_admin' assigned.The ACL which is responsible for this is as below,
https://<instamce_name>.service-now.com/nav_to.do?uri=%2Fsys_security_acl.do%3Fsys_id%3D8e27efee0b200300d08dae9863673a90

[gjz]

Thank you!