Add Collaborators with View-Only Permissions for Enhanced Control

Modified on: Thu, 21 Dec, 2023 at 1:30 PM

Admins and reps can now grant 'View-Only' access to collaborators in the vault, enabling basic actions like document viewing and access to history while restricting access to reminders, sharing, etc.

Administrators and Representatives now can add/assign Trusted Collaborators to Vaults with 'View-Only' access.

'View-Only' access allows collaborators to perform basic actions such as viewing documents and accessing the document audit trail while blocking other actions such as editing, setting reminders, sharing, etc.

Administrator setting up a Trusted Advisor with View-Only permissions

Trusted Advisor with View-Only Access


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