Managing Access to Team Folders

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Admins and Owners can manage access to their Team Folders. Access to a Team Folder can be set at four levels:

- No Access

  • Users can’t see the folder or its content.

- View and Share Only

  • Users can view the folder, as well as create, share, and Live Present links. Downloading content and exporting visit data is also allowed.

- Can Edit and Share

  • In addition to View and Share Only access, users can add, remove, and edit content.

- Owner Privileges

  • Users have full control over the folder, with the ability to grant and revoke access to other teams.

 

To manage access to a Team Folder, click on “Content” from the left menu. Next, hover over a Team Folder and click the Screen_Shot_2017-11-21_at_3.52.22_PM.png icon to the right of the folder’s name. Select “Manage access”.

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Clicking on “Manage access” will allow you to set the access level for all teams on the account. Note: The default access level for your Teams is "No access”.

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