---
title: Defining Access Permission to Portfolio Management Functionalities 
slug: itsm-en/defining-access-permission-to-portfolio-management-functionalities
description: Learn about the importance of assigning responsibilities to a Portfolio Manager in IT service management and how CITSmart implements differentiated permissions control. Discover how the "Access Profile" functionality works in controlling access to differe
docTags: 
createdAt: 2021-10-27T18:55:44.000Z
---

ITIL recommends that an **ITSM&#x20;**&#x70;roduct should be able to assign specific levels of&#x20;responsibilities to a Portfolio Manager or others, based on this recommendation,&#x20;<font color="#3b9f0f">**CITSmart**</font> adopts this differentiated form of permissions control, per module.&#x20;

It&#x20;is worth mentioning that the "**Access Profile**" functionality continues to exist&#x20;and it controls all types of access without the separation by modules, so that&#x20;the product administrator can intervene more properly whenever necessary.

The functionality of <font color="#3b9f0f">**Portfolio Management**</font> defines who will have access to the&#x20;Service Portfolio Management and which type of access is allowed (view, save&#x20;and/or delete).

## Before getting started

Before managing the access permission, it is necessary:

- [x] To register previously the  &#x20;access profile.

## Procedure

1. Access the Access Permission functionality of the Portfolio Management   &#x20;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   &#x20;do perform;
4. Note that:
   - the access to the profiles will be disabled (the checkbox of all pre-existing     &#x20;profiles accesses will be disabled), by default, when it's created new     &#x20;functionalities, therefore, the administrators should enable the profiles     &#x20;they want, turn it available to those profiles.
5. Click on "**Save**".

