Inviting someone to a shared portfolio

Only the owner of a shared portfolio can invite people. You can’t invite anyone into your personal portfolio, so create a shared one first.

Send an invite

1. Open Manage Portfolios and find the shared portfolio.
2. Select Invite.
3. Enter their email address and choose a role: Editor or Viewer.
4. If you only want them to have access for a while, set an Access expires date. Leave it blank for permanent access.
5. Select Send invite.

The invite then shows under Pending invitations. Select Copy link to get the invite link and send it to them yourself, by message or email. Each link works for 7 days. After that, send a new invite.

Changed your mind? Select Cancel next to the pending invite and the link stops working.

Accept an invite

Open the link you were sent. You’ll see who invited you, the portfolio name and your role. Select Accept & Join, or Decline if it isn’t for you.

You need a GetGild account using the same email address the invite was sent to. If you don’t have one yet, sign up and then open the link again.

Once you’ve joined, the shared portfolio appears in the portfolio selector at the top of the screen.

Remove someone

In Manage Portfolios, select Show members on the portfolio, then Remove next to the person. They lose access immediately. Their own accounts stay in their personal portfolio.

If you’ve been invited to someone else’s portfolio and want to leave, ask the owner to remove you. If that isn’t possible, contact support and we’ll sort it out.