Teams

Switching Between Teams

Where a users had been granted access across multiple teams or roles, the user can change context in the UI. This allows the user to view the functionality and data available to the user/role within that team.

The screenshot below shows an admin/agent view over the PortfolioCloud system.
Screenshot 2023-12-05 at 12.58.32 pm.png
Clicking on the PortfolioCloud icon in the top right, the admin/agent user has also been assigned a Model Manger role in the Test Test Two Team.
Screenshot 2023-12-05 at 12.59.22 pm.png
The switch to this Model Manger role, click checkbox next to the Model Manager name

Screenshot 2023-12-05 at 12.59.22 pm.png
The UI will now be filtered to the Model Manager view, and the user will only have access to the Teams and functionality available to the Model Manager. In this case, the user will only see the Model Portfolios they have access to.
Screenshot 2023-12-05 at 1.02.52 pm.png

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