Sharing access with an additional person

You can share your portfolios with multiple people and grant different access levels to each person.

To add addition users:

1 Sharing & permissions tab 2 Select ‘Share with someone else’

Sharing access with an additional person step 1 & 2

3 Type the person’s first and last name in the fields provided 4 Type the person’s email address in the field ‘Email’

Sharing access with an additional person step 3 & 4

5 Select the ‘User access level’ you would like the person to have

Sharing access with an additional person step 5

6 The email invitation sends a message, edit this message. 7 Click ‘Share portfolio’ this will send an email with the invitation message to the client

Sharing access with an additional person step 6 & 7

Last modified on October 25, 2017 UTC