Once you have set the permissions of your collaborators, you then have the ability to edit as well as remove the permissions.

• Edit Permissions
  • Step 1: Double-click on the contact
  • Step 2: Click "Edit Permissions"
  • Step 3: Edit the Permission
  • Step 4: Click "Save"
• Remove Permissions
  • Step 1: Double-click on the contact
  • Step 2: Click "Remove Permissions"

Edit Permissions

Step 1: Double-click on the contact

• Go to the Contact tab to find the contact you want to edit.

Step 2: Click "Edit Permissions"

Step 3: Edit the Permission

• Check or uncheck the boxes in the different areas, entities and folders.
• If you click on Manager Access will automatically select all the areas and folder on the vault. 

Step 4: Click "Save"

•  If this Trusted Advisor already has access to your vault, you don't need to send a new invitation. Click "Don't' Send" to skip. 

Remove Permissions

Step 1: Double-click on the contact

• Go to the Contact tab to find the contact.

Step 2: Click "Remove Permissions"

• An automatic email will be sent to this user letting them know that they don't have access to this vault.