Sharing access with an additional person

Content also available for tax entities or on our global site.

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

To add addition users:

1 – Click on the ‘Sharing & Permissions’ tab.

2 – Click on ‘Share with someone else’ and then select “Someone new”.

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 ‘Email’ field.

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 includes a message, which you may edit.

7 – Click ‘Share portfolio’ to send an email invitation and share the portfolio.

Sharing access with an additional person step 6 & 7

Last modified on February 20, 2018 UTC