Use this guide to give an existing client access to a portfolio in Navexa Pro.
This article applies to Navexa Pro.
It is written for Pro account owners and Pro team members who manage clients, portfolios and access inside a Pro account.
Before You Start
In Navexa Pro, adding a client does not automatically give them access to a portfolio.
Creating a portfolio for a client or assigning an existing portfolio to a client also does not automatically share access to that portfolio.
Use this guide when:
the client already exists in your Clients list
the portfolio already appears on that client’s page
you now want to give that client access to the portfolio
If the client has not been added yet, add the client first.
If the portfolio is not yet linked to the client, create a new portfolio for them or assign an existing portfolio first.
Share A Portfolio With A Client
Open Clients from the left-hand menu.
Select the client you want to work with.
In the client’s Portfolios section, find the portfolio you want to share.
Click Share.
Choose the permission level for that portfolio.
Save or confirm the share.
The client will then have access to that portfolio based on the permission level you selected.
Choose The Right Permission
When you share a portfolio with a client, choose the permission level based on what they need to do.
Read
Use Read when the client only needs to view the portfolio.
This is usually the best option for clients, family members, or external accountants who should be able to see the portfolio without making changes.
Read & Write
Use Read & Write when the client needs to update or manage the portfolio.
Only use this when you want that client to be able to make changes.
Important To Know
Portfolio access is managed portfolio by portfolio.
That means:
one client can have access to multiple portfolios
one portfolio can be shared with multiple clients
each portfolio can have its own permission setting
If a client needs access to more than one portfolio, you need to share each relevant portfolio separately.
What To Do Next
After sharing the portfolio, you may want to:
share another portfolio with the same client
review whether the client should have Read or Read & Write access
check whether any other clients also need access to that portfolio
update or remove access later if the client’s needs change
Common Questions
Does Adding A Client Automatically Share A Portfolio?
No.
Adding a client creates the client record, but you still need to share the relevant portfolio with them.
Does Creating Or Assigning A Portfolio Automatically Give Access?
No.
Creating or assigning the portfolio links it to the client record, but you still need to click Share if the client needs access to it.
Can One Client Access Multiple Portfolios?
Yes.
One client can have access to multiple portfolios, but each portfolio needs to be shared separately.
Can Multiple Clients Access The Same Portfolio?
Yes.
You can share the same portfolio with more than one client and set the permission level for each person individually.
What If The Client Still Can’t See The Portfolio?
Check that:
the correct client record was used
the portfolio is linked to that client
Share was selected for that portfolio
the permission level was saved correctly
If the client can see one portfolio but not another, the missing portfolio usually has not been shared yet.