The profile and summary is designed to be the page for each user which details all their basic information and an overview of their portfolio.
Viewing another user's portfolio is done by navigating to User management > Users and then clicking on the name of a user in the list. Alternatively you can click on the button labelled Profile and summary for that user.
The profile and summary page is designed to show you the most relevant pieces of information about that user. This page is customisable in a similar way to the dashboards to allow you to set what people should see every time they land here.
The ability to customise profile and summary pages is tied to the permission allow user to edit all users' dashboards. When a user has this permission they are able to customise all users' dashboards and summary pages. Both pages behave in a very similar way and can be simply thought of as follows:
- Dashboard - all information that is about you as the user logged in
- Profile and summary - all information that is about another user whose portfolio you are viewing