There are two types of contacts in Portfolio Manager, those with user accounts you can connect to and those without. For sharing properties, you need to use Method 1 below to add your contact.
Method 1: Connect with another Portfolio Manager user account (to share properties you must be connected):
- (If your potential contact doesn't have a Portfolio Manager user account, they need to first create one here: https://portfoliomanager.energystar.gov/pm/signup before you can do the steps below.)
- Click Contacts in the top right hand corner.
- Click the Add New Contacts/Connections button.
- Under the Find Contact in Portfolio Manager box, enter the search criteria. Tip: for the most accurate results, enter the individual's username in the Username field.
- Click Search.
- Locate the user you want to connect with.
- Click Connect to the right.
- At this point, you need to wait for this person to accept your connection request to be "connected."
- Or watch a video on "How to connect with other users".
Method 2: Add a contact without an account connection (for example, an LP who doesn't have a Portfolio Manager account):
- Click Contacts in the top right hand corner.
- Click the Add New Contacts/Connections button.
- Under Add New Contact enter the appropriate information
- Click Add Contact