Share FOLIO's financial portfolio with other users


how do I share portfolio with other users? 

it seems like each portfolios are only visible to the owner.

1 answer

Hi Kevin.

Portfolios can be seen by any users that can see at least 1 folio that is associated to the portfolio.
So to give view access to the portfolio you will need to give view access to the associated folios.
This can be done by adding manually users to the view permissions directly from the folio's configuration or by just sharing the saved filter (scope) of the folio's.


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