How to Share Properties with Other Portfolio …
https://www.energystar.gov/sites/default/files/tools/How%20to%20Share%20Properties%20with%20Other%20Portfolio%20Manager%20Users_May%202022_final_508.pdf
WebNOTE: You can only “connect” with users who are searchable in Portfolio Manager. On the Account Settings page, you can change your “Searchability”. setting. When you find the person you want to connect with on the Search Results page, click “Connect” to send …
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