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Question

Restriction of Specific Improvements Portfolios

  • March 26, 2026
  • 1 reply
  • 16 views
B
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Hi there,

 

Is there the availability to restrict access to specific improvements portfolios? I know I can restrict overall improvements portfolio access but I don’t want to do this for every portfolio only select few.

An alternative for this would be is for people to be able to restrict access while they are reporting. I am aware that when assigning the incident owner, the portfolio manager can restrict access, but we are running a risk of people being able to view this report before it has been assigned to an incident owner.

 

Thanks

    1 reply

    E
    Nintex Employee
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    • EvgeniosENintex Employee
    • Nintex Employee
    • April 7, 2026

    Hi ​@bhawton - are you talking about specifically assigning Viewers to each portfolio?

    If yes, you can go to Admin > Improvements > Other Configurations > Restrict improvement module access to named users which would allow you to specify which users have access to it. You can define that by specific users, specific roles or use the “ALL STAFF” role to keep it open to everyone. You can then define that for each portfolio.

    For your reference, here is the relevant documentation.

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