I have multiple Portfolios. How do I give access to a specific portfolio with someone to collaborate?
- Open the portfolio you need to grant access to.
- Click on the Share icon on the header and select the 'Collaborate' option.
- Click on 'Add User' to invite others to join Kubera and collaborate on this specific portfolio.
- Inviting users to collaborate on a specific portfolio (Portfolio-specific Access Control) is a feature of Kubera Black
Note: You can invite others to collaborate on your account getting access to all your portfolios. This feature is part of the Kubera Personal Plan. To invite users go to Settings > Users