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Portfolio Manager
Connection, Sharing, and Transferring
How do I transfer properties to another user?
I have duplicate contacts and I'm not able to delete them.
How do I stop sharing a property?
How do I share properties?
I can't find the person I want to connect and share with.
How do I add a contact?
What information do I need to gather beforehand to share with my utility provider?
How do I connect to my utility provider?
How do I connect to my SPP?
How do I get a property transferred into my account?
How do I edit sharing permissions?
What does each permission level for sharing mean?
Who is able to edit other people's sharing access/permissions?
How do I edit a data exchange share?
What is Share Forward?
If I remove someone's access to my properties, what happens to the people whom that person shared?
How do I combine two Portfolio Manager accounts?
How do I transfer an entire account to someone else?
What is the "Sharing Report"?
How do I share data with GBCI, USGBC, or Arc for LEED?
When I transfer a property, do all the "shares" stay intact?
Can I unshare in bulk?
Can I automatically accept all connection or sharing requests?
Who can transfer a building?
When I disconnect with someone, does it automatically remove their shares to my properties?
Can I transfer a campus of multiple properties?
When I share a parent property, are the child buildings automatically shared?
How do I re-share a property that has been shared with me?
Can everyone who has access to a property see everyone else who has access?
Why does it say "NOT AVAILABLE" next to my contacts?
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