Sharing access with an additional person

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”.

3 – Type the person’s first and last name in the fields provided.

4 – Type the person’s email address in the ‘Email’ field.

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

6 – The email invitation includes a message, which you may edit.

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

Last modified on July 5, 2021 UTC