Create a Service Provider Admin

  1. Navigate to the Admin page.

  2. In the Security section, click Users.

  3. Click the menu stacks button next to the desired user and click Edit.

  4. Navigate to the Portfolio Security section.

  5. Click Add.

  6. Select the desired portfolio from the Portfolio drop-down menu.

  7. Select the Is Portfolio Admin check box.

  8. Click Save.