View shared portfolios

Modified on Fri, 22 Dec 2023 at 01:28 PM

Shared portfolios can be accessed within the Portflow environment. You receive an invitation when someone shares their portfolio with you. You can 'accept' or 'deny' this invitation. 


On the 'My access & requests' page, in the ‘Shares’ in the heading 'Shared with me' you find an overview of all portfolios and collections shared with you. If someone has shared their entire portfolio with you, no collections are mentioned in the 'collections' column. By clicking the blue minus sign on the right, you remove your access to the portfolio, which means that you no longer have access until its owner invites you again.

Request access

Someone can invite you to visit their portfolio, but you can also request to get access to someone's portfolio. To do so, click 'My access and requests', 'Shares', and 'Request access'.

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