Sharing a Portfolio

You can easily share a portfolio you’ve created:

1. Click on the share icon at the top right of your screen right next to the Export icon and the “Add New Property” button. 

2. Enter your recipient’s email address(es), You can add multiple recipients at once by clicking on the “+” icon on your right.

3. Add a description or a note along with your sharing link.

4. Click the “Send Portfolio” button.

PLEASE NOTE: Sharing a portfolio will create a duplicate of that portfolio in your colleagues’ accounts, but it won’t copy over any changes you’ve made after you’ve initially shared it.