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In Portfolio Data Center, new Entity Level authorizations are an optional workflow. When a user creates a new entity, the system does not releases it completely, until a manager or administrator approves the request.

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  1. In Portfolio Data Center, from the left navigation, select Setup > Policies
    You see the Policies workspace with the available list of policies.

  2. Select the policy you want to generate the Entity Level authorization.
    You can also enable the Entity Level authorization when you initially create the policy.

  3. Select the Authorization Required check box to indicate that the entity requires authorization for setup.
    If you select this option, the system does not release the entity even if it passes all validations, until the new entity setup is authorized.     

  4. Click Save to save the changes.

    Info

    Notifications for new entity authorizations are displayed as exceptions on the Entity Summary screen within the Portfolio Desk. Once you highlight a particular entity in the Entity pane, the Exception pane lists the pending authorization with the error message 'New entity: Authorization Required'. See Resolve Pending Authorizations for more details.