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Portfolio access assignments (Platform administrators)

/admin/portfolio-access

Controls which companies each MCA / portfolio-eligible user may see in cross-company dropdowns and lists.

Prerequisites​

  • canManagePortfolioCompanyAssignments ⇒ Platform admin only.

Steps​

  1. Sidebar → Portfolio access ( renders only with entitlement).
  2. Select user from dropdown (buildPortfolioUserSelectLabel shows friendly name + role).
  3. Review checkbox grid of companies; tick / untick membership.
    • MCA users may auto-include primary company logic—watch helper copy on page.
  4. Save assignments; wait for success alert.
  5. Ask user to hard refresh / re-login if cached portfolio lists look stale.

When to use​

  • New MCA hire needs subset of subsidiaries.
  • Customer contract shrinks / expands permitted organisations.
  • Incident response: mistakenly over-provisioned MCA.

Pair with​

Companies — portfolio workflows