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Assign users to supervisors

Proceed as follows to assign supervisors to Infront Portfolio Manager users:

  1. Select the <User Management> command in the Windows Start menu .
  2. Log in to the user administration (usually as the user administration administrator) with your user name and password.
  3. Select the desired user on the "Users and zones" tab.
  4. Then select the "Assign supervisor" button in the user's properties.
  5. You can select a different supervisor in the "Manage supervisor" dialog box that appears. You can also edit the currently assigned supervisor.
  6. Close the "Manage supervisor" dialog box with "OK".
    The selected supervisor is displayed in the user's data.
  7. Save your entries with the "Save" button.
  8. Close the user administration.
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