Guidance on how to navigate a Monitoring portfolio that has been shared with you

Navigating Shared Portfolios

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Click on Credit & Risk

Portfolios that have been shared with you will have a share symbol

What you are able to do with a Monitoring Portfolio will depend on the user rights that you have been assigned

User Rights  What you are able to do with a Monitoring Portfolio will depend on the user rights that you have been assigned 

This is how a portfolio will look if you have view and edit user rights

View and edit User Rights  This is how a portfolio will look if you have view and edit user rights 

Guidance on how to navigate a shared Monitoring portfolio with full permissions

Shared Portfolios with Full Permissions  Guidance on how to navigate a shared Monitoring portfolio with full permissions 

You cannot rename or change the portfolio to default. Click confirm to save changes or chancel to discard them.

You can also manually add companies to monitoring from the Company Report