Sharing Portfolios in HomeTrail

Share your student's beautiful portfolio with family, friends, or anyone you choose using secure, password-protected links. No HomeTrail account required for viewers!

How Portfolio Sharing Works

Portfolio sharing lets you create custom links that give specific people access to view a portfolio. Each share link is:

• Password protected - You set the password
• Email verified - Recipients must use their registered email
• Time-limited - Set optional expiration dates
• Revocable - Turn off or delete shares anytime

Creating a Share Link

1. Go to Portfolio in the main navigation

2. Select the portfolio you want to share

3. Click "Share Portfolio" button

4. Fill in the share details:

   • Recipient Name - Who you're sharing with
   • Recipient Email - Their email address (required for access)
   • Access Password - Create a password they'll use to view
   • Expiration Date (Optional) - When access expires

5. Click "Create Share"

6. Copy the share URL and send it to the recipient along with the password

Viewing Shared Portfolios

Recipients can view the portfolio by:

1. Visiting the share link you provide
2. Entering their email address (must match what you entered)
3. Entering the password you set
4. Viewing the portfolio in beautiful layouts

Portfolio Viewing Options

Viewers can choose from multiple layout styles:

• Timeline - Beautiful alternating cards with dates
• Grid - Pinterest-style masonry layout
• By Month - Sessions organized by month

Managing Your Shares

All active shares are displayed when editing a portfolio. You can:

• Copy Share URL - Click the clipboard icon to copy the link
• Edit Share - Update email, password, or expiration
• Toggle Active/Inactive - Temporarily disable access without deleting
• Delete Share - Permanently revoke access

Privacy & Security

Portfolio shares are designed with privacy in mind:

• Share pages are not indexed by search engines
• Only displays team name and grade level (no student or user names)
• Password protection prevents unauthorized access
• Email verification ensures only intended recipients can view
• You control who has access and for how long

Best Practices

• Secure Passwords - Use strong passwords, especially for sensitive portfolios
• Set Expiration Dates - For temporary shares (reviews, evaluations)
• Monitor Active Shares - Regularly review who has access
• Revoke When Done - Turn off or delete shares when no longer needed
• Test the Link - Try accessing the share link yourself to ensure it works

Who Can I Share With?

Share portfolios with anyone:

• Grandparents who want to see progress
• Extended family members
• Friends and homeschool co-op members
• Program administrators
• Anyone who needs to see your student's work

Recipients don't need a HomeTrail account - they just need the link, email, and password you provide!

Supporter Feature

Portfolio sharing is available exclusively for HomeTrail supporters. Learn more about becoming a supporter to unlock this and other premium features.

Need help with something else? Check out our other tracking and reporting articles or reach out to support!