On the ‘My Portfolios’ screen, choose the portfolio you wish to share and click the ‘Edit’ icon in the ‘Actions’ column. Click the ‘Share’ link at the top of the portfolio screen. [1]
To share with a group of Chalk & Wire users, choose the ‘Share with Group’ option. Choose a group from the drop-down menu. [2]
You may edit the group, if desired. [3]
Or create a new Share Group. [4]