As an administrative user, managing access permissions is a crucial part of maintaining security and ensuring efficient collaboration within client vaults. By leveraging the tools available in the Admin Portal, you can quickly review and adjust permissions for collaborators accessing specific company folders.
This guide will walk you through the steps to navigate from the Client List to a specific vault, view collaborators with folder access, and manage permissions with ease:
Steps by Step - Open Folder Access:
1. Select the Vault:
- In your Client List, locate the specific client /vault you want to review.
- Double-click on the vault name to open it.
2. Click on the Company Folder:
- Navigate to the Company Folder inside the vault.
- Locate the folder you want to manage access for.
3. Right-Click to Open Folder Access in the 'Actions' Menu:
- Right-click on the folder.
- Select Folder Access from the menu.
- View Collaborators:
- A list of users with access to the folder will appear.
- Edit Permissions:
- Click on a user’s name to go to the Contacts details and update their permissions.
Quick Permission Management Using the Side Panel:
- Open the Side Panel: Click on the folder name and open the Side Panel on the right.
- View Access Details: Review a summary of who has access to the folder.
- Hover for Contact Information: Hover over a user’s initials to view their contact details.
- Edit or Remove Permissions:
- If you have the appropriate permissions, you can edit or remove access directly from the Side Panel.
- Select Edit to update permissions or Remove to revoke access.
- When Revoking Permissions: If you choose to revoke a user’s access, the system will prompt you to decide whether to send an email notification to the contact regarding this change.
- Options:
- Skip: If you don’t want to notify the user, choose this option.
- Send: Select this option to send the notification email automatically.
Note: This feature is also open for clients and Corporate Vault,