Manage sharing for all portfoliosContent also available for tax entities or on our global site.
Once you have invited someone to access your portfolio, you can change their level of access or delete there access to any of your portfolios at any time.
1 – Click on the ‘Setting’ tab.
2 – Click on the ‘Portfolio Setting’ tab.
3 – Select ‘Manage sharing for all portfolio’. This will load the ‘Portfolio access permission’ page.
Changing someone level of access to your portfolio
1 – Select the access level. 2 – Then select the access level you would like from the dropdown menu.
Deleting someone’s access to your portfolio
1 – Select the bin icon.
Last modified on August 19, 2021 UTC