---
title: Defining Access Permission to Portfolio Management Functionalities
slug: citsmart-8-en/defining-access-permission-to-portfolio-management-functionalities
description: Learn how CITSmart implements differentiated permissions control for Portfolio Managers in its ITSM product. Discover how the "Access Profile" functionality is used to define access to Service Portfolio Management and manage actions allowed for each profi
docTags:
createdAt: 2022-01-19T21:42:06.000Z
---
ITIL recommends that an **ITSM **product should be able to assign specific levels of
responsibilities to a Portfolio Manager or others, based on this recommendation,
**CITSmart** adopts this differentiated form of permissions control, per module.
It
is worth mentioning that the "**Access Profile**" functionality continues to exist
and it controls all types of access without the separation by modules, so that
the product administrator can intervene more properly whenever necessary.
The functionality of **Portfolio Management** defines who will have access to the
Service Portfolio Management and which type of access is allowed (view, save
and/or delete).
## Before getting started
Before managing the access permission, it is necessary:
- [x] To register previously the
access profile.
## Procedure
1. Access the Access Permission functionality of the Portfolio Management
though the main menu `Access and Permission > Portfolio Management`;
2. Choose the profile to manage and click on "**Edit**";
3. Select the actions (view, save, and/or delete) that the profile will be able
do perform;
4. Note that:
- the access to the profiles will be disabled (the checkbox of all pre-existing
profiles accesses will be disabled), by default, when it's created new
functionalities, therefore, the administrators should enable the profiles
they want, turn it available to those profiles.
5. Click on "**Save**".