I am trying to share a portfolio view in cost tracker with other teammates, but I am not seeing a share section.
Hi @Olivia Kelly and welcome to the community!
Currently, the ability to share a portfolio is not supported. Please submit this as an idea in our Ideal Portal so that it gets the visibility it deserves.
Thank you for being a valued customer and let me know if you have any other questions.
-Chris
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.