To make it easier for you to manage energy performance across your organization, Portfolio Manager allows users who create a facility to provide access to other Portfolio Manager users. This feature allows you to control the level of access that is granted (i.e., access can be limited from read only to full edit capability) to any particular user. Additionally, you can now transfer the ability to control access to facility data to another user.
Providing access to data through this feature is on a facility by facility basis (please see Multi Facility Sharing to share access to multiple facilities at one time), and a user must have an established Portfolio Manager user account to be granted data access. Users with multiple facilities in more than 1 account should use this feature to consolidate all of their facilities under a single account.
Through the data sharing feature, you can do the following:
Add a user to the facility access list
Modify the facility access list (including changing a user's current access level)
Remove a user from the access list
Transfer administration of a facility and its access list to another user
View the entire access list