2. Go to Admin>Security
3. Open the specific RE Username
4. Click the binoculars next to the Constituent Name field
5. Search for the Constituent record that is marked as a Solicitor and open it
6. Save and Close the RE Username
If issue persists after allowing NXT to refresh, continue with the steps below.
- Open Database View ensure the Solicitor (that cannot see their portfolio in Work Center) has assignments within their constituent record.
- Go to Web View. Go to Control Panel > Security > Security Groups and ensure the group they are in has rights to Access Portfolio. This can found under "Work Rights" and then "Edit Rights"
- If they have access to their portfolio and have assignments then go into Database View, then Admin > Security.
- Recreate affected group by following Directions for copying security groups and place user in newly created group.
- Allow NXT to update.