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Section 6: Portfolio Tracker

Note

Note: As of 9/24/2021 no member of Money Map Press should be given access to this service.

In order to add a new user to Portfolio Tracker you must first be given access by someone with admin privileges.

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Section 7: Qliksense Portfolio Tracker

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Note: As of 9/24/2021 no member of Money Map Press should be given access to this service.

In order to add a user to Qliksense Portfolio Tracker they must be first added to the related AD group. Reach out to an IT point of contact to have them added, Marcus Evans (mevans@14west.us) can add them.

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In general, if a user needs access to QlikSense the request should be routed to the ITST ITECHSM project. Users need to be added to specific AD groups in order to gain Qlik access.

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The link in the response will take you to the Confluence space for how to enroll in courses in Evolve. Once the reporter has confirmed there is nothing else to add feel free to close the ticket out.

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Tip

Wrap up

You should now have an understanding of how to add new users to most of 14 West’s software. If you need additional instructions for how to set up other software or for many other issues feel free to consult the Global Support wiki space: https://14west.atlassian.net/wiki/spaces/GTOS

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