Whether you click "Add Client" "Add Model" or "Add Portfolio" there is a small checkbox labeled Share that you can check, so everyone in your organization is able to see the data. This allows several people to work off of the same model, portfolio, or client record and saves many people inputting the same data multiple times.


If you do not see this option, then you do not have the Sharing privilege. Please reach out to HiddenLevers support (1.800.277.4830 or support@hiddenlevers.com) to enable it.