How do I share a portfolio?
A portfolio can be shared with other users or groups in PowerSteering. When a portfolio is shared with a user or group, it becomes automatically available to those users or group members in their Dashboard, Financial Review, Executive Review, Resource Review, and Reports. This article describes how to share a portfolio.
2. Click Edit
3. Select Sharees
- Click the Share with drop-down box .
- In the Share with dialog box, search for and select users to share your portfolio with.
- Click Save.
- Select Editable by sharees if you want to give users that you are sharing the portfolio with rights to edit the portfolio.
Note: Only Administrators have the ability to search for and select "everybody" in order to quickly share a portfolio with all users on the site. Sharing a portfolio is a PowerSteering permission so this option may not be visible for everyone. Please contact your PowerSteering administrator if you have any questions about your permissions.
4. Click Save Changes
- Click Save Changes.
5. View Shared Portfolio
- View shared portfolio details.