InsitePortfolio User Access and Permissions
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InsitePortfolio for Sales and Services provides four user roles right out of the box. End Users can log in to the platform and view and share content from any device. Content Managers also can view and share content, as well as log in to the Admin Console and manage content in the Portfolio(s) they are assigned to. Account Admins are the quintessential Admin user; they manage both content and users in the Admin Console. Account Owners take the Account Admin’s permissions one step further, as they can create and manage Account Admins, as well as other users and content.