Copying Links to Share with Other Users

You can copy the link to a portfolio version or sellable item to your clipboard so that you can share it with other users. Clicking the link opens the portfolio version or sellable item in Portfolio Definition if the user has access to the object.

Tip: Remember that Portfolio Definition uses direct access, so you have to assign an access responsibility to the user before the user can click the link to successfully access the object. For more information, see Sharing Objects with Other Users.

  1. Depending on your context, do one of the following:

    Context Actions
    Recently Opened page Locate the object that you want to share a link to.
    Favorites page
    My Content page
    Identity card Open the identity card of the object that you want to share a link to.

  2. From the context menu, select Copy Link.
  3. Paste the link in an email, conversation, Swym community, or other location where users can access and select it.

If the user has access to the object, clicking the link opens it in Portfolio Definition.