What you are able to do within a Monitoring Portfolio that has been shared with you will depend on the permissions you have been granted by the portfolio owner. For guidance on how this might look, please view this interactive demonstration.  

If someone has access to a shared portfolio, here’s what they can and can’t do:

• Edit Portfolio Details – They’ll need the portfolio owner to give them Edit permissions.
• Sync – Requires Add & Remove permissions from the portfolio owner.
• Import/Add Companies – Needs Add permission from the portfolio owner.
• Delete – Only possible with Remove permission from the portfolio owner.
• Share, Move, Copy – These options won’t show up at all.

Right now, if a portfolio is shared, the system automatically hides the Copy, Move, and Share buttons for the person it’s shared with. That’s how it works in Monitoring too. These features are only available to portfolio owners. Also, only the portfolio owner can rename it.