Access levels are managed on a user-specific level, which means that you can allow one user complete insight into another user's stored contracts.

Allowing one user access to view another user's documents

  1. Go to Team tab and find the team member who's access rights you want to manage.

2. Press the Add permissions button next to the name of member or guest.

3. Use the search bar to find all accounts that users should be able to overview.

4. Press enter to finish.

 

To remove one user's access to another user's account

1. Go to Team tab and find the team member or guest who's access your want to manage.

2. Press the Add permissions button next to the name of member or guest.

3. Click the x next to the user you want to remove

Related articles

Do you need to build your team? Read: Build a Team
Need to add more members? Read: Adding and deactivating team members
Need to invite a Team Guest? Read: Adding and Removing Team Guests

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