Creating a Share Link in Proposals and Financials

To allow other users to see and edit your HelioScope Project, you will need to send them a "Share Link." 

To do so, click the Sharing tab on the left side of the Financials and Proposals tool. Then click Share Link, copy the link, and provide the link to someone else with a HelioScope account so they can view or edit the Project. Multiple people can use this link, so you can send it to individuals or groups as necessary to share your project.

Please see below for a visual example of how to Share a Project.