Skip to main content

Edit Members in Shared Vault

Edit Member Roles

ClickFrom the Member List in the Shared Vault, click the more button.png More button beside the Member in question.

A Context Menu displays.

Edit Member Roles

Click the Member Role link.

Change member roles link.png

The Edit Member screen displays.displays with the Role Tab open.

Change the member role using the Member Role radio buttons.

edit member screen.png

Click Save to save changes.

Alternatively, click Cancel to cancel the operation.

Edit Member Collections

From the Member List in the Shared Vault, click the more button.png More button beside the Member in question.

A Context Menu displays.

Click the Collections link.

Change member collections link.png

The Edit Member screen displays with the Collections Tab open.

To remove access to a Collection, click the X button beside the Collection in the Collection List.

To add a new Permission to a Collection, select the Permission and Collection and click the Enter button. This is the same procedure as from the Add Members screen.

edit member collections.png

Click Save to save changes.

Alternatively, click Cancel to cancel the operation.