Does anyone know the security object to turn off access to Tools>Add Plan Step and Tools>My Portfolio?
We are tightening up access to areas and I cannot find these two in the Table of Security Objects in the Help System.
Hi Michele,
If you don't have a worker type in Security you can still get to My Portfolio, but you get messaging saying Current User is not a worker and so you can't see anything, I haven't found a way for it not to display at all yet - but have only just started testing.
Caryl