To share an itinerary with a collaborating agent, click Share and then Share with Agent.
Note you must have this feature enabled on your account. Contact support@safariportal.app if you would like to upgrade.
If you share an itinerary with an agent who is also using Safari Portal they will receive a copy of the itinerary in their own dashboard and they can make changes as they like.
Note: You will not see any changes the other agent makes on their copy of the proposal.
If the agent you share the itinerary with does not have their own Safari Portal account, they will receive an email with the link to view the itinerary, but will be unable to make any changes to the itinerary themselves.