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Removing Access to a Shared Entity

View who is sharing an Entity/Minute Book follow these steps:

  1. Open the Entity.
  2. Click the Share button on the right-hand side of the top bar.
  3. Select Share... from the drop-down list provided. The Share panel opens on the right-hand side of the screen displaying the email address of the person(s) who have access to view this Entity.

    Specific details of the share; e.g., which pages or sections of the Entity are shared with recipient and (optionally) the expiry date of the share access are included here.

    ☝️Tip!
    To add another share, click Add Share, type the recipient's email address, select what you would like to share, choose an optional expiry date, and click Share.

  4. To remove a specific recipient's access to the Entity, hover anywhere over the darker grey area to view the recipients in the right-hand Share panel.
    A dark grey X appears at the the top right of the recipient box
    1. Click the x to stop sharing with this recipient

      ☝️ Tip!
      It is also possible to view your shared entities directly from the Dashboard. Click the Hidden Fields button, then choose Sharing from the list provided.
      The sharing column appears on the Dashboard. A white checkmark in a black circle appears in the sharing column when an entity (or portion thereof) has been shared with an external recipient.