Sharing Portfolios by Adding Portfolio Collaborators

By default, the organization-wide sharing setting for both Projects and Portfolios is set to "Private". This means that the Project/Portfolio owner is the only one who has read and write access to the Project/Portfolio.

For more information on how to share Projects, please see Options for Sharing Projects.

If you would like to grant another Inspire Planner user access to your Portfolio, you will need to add them as a Portfolio Collaborator. Portfolio Collaborators are also automatically added as a collaborators with "Read-only" access to the Projects included in your Portfolio.

This help article will walk you through how to add Portfolio Collaborators.

Adding Portfolio Collaborators

This section will walk you through how to add collaborators to your Portfolios.

1. Open the Portfolio you would like to share. Then, click on the Add Collaborators Icon at the top right corner.
   
   
    
2. Enter the name of the user you would like to share your Portfolio with and click on Search. You can only share your Portfolio with Salesforce users and not contacts.
   
   Please note: that the user must also have an Inspire Planner license to be able to see the Portfolio.
   
    
3. Select the user(s) from the list and then specify their permission level on your Portfolio. Viewer will grant them read-only access while Editor will grant them read/write access. Next, click on Add Collaborators.
   
   Please note: Granting a user "editor" permissions on the Portfolio will still only grant the user read-only access to the Projects contained within the Portfolio. If you need to grant the user editor access to the Projects, you will then need to go to the Project itself and modify their collaborator record to grant them editor permissions on the Project.
   
   
    
4. Click on Save when finished.
   
   

Editing Portfolio Permissions

This section will walk you through how to change a Portfolio collaborator's permissions.

1. Click on the Add Collaborators Icon at the top right corner.
   
   
    
2. Double click on the cell under Permission Level. You will then be able to edit the user's permission level. Click on Save when finished.
   
   

Removing a Portfolio Collaborator

This section will walk you through how to remove a collaborator from your Portfolio.

1. Click on the Add Collaborators Icon at the top right corner.
   
   
    
2. Click on the Red X to remove the user as a collaborator from the Portfolio. This means that user is also removed as a collaborator on the Projects contained within the Portfolio. If the user was added as a collaborator on the Project itself, then they will continue to have access to the Project even if they no longer have access to the Portfolio.