HCP Anywhere User Help

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Changing member roles in a Team Folder

Each member of a Team Folder has a member role. As a manager of a Team Folder, you can set a user's member role when inviting them to the folder or after they have already become a member.

There are three possible roles that a Team Folder member can have:

Manager — When you first create a Team Folder, you are the initial manager. There can be multiple managers in a Team folder. Managers can invite other people to join the folder, set member roles, adjust the folder's storage capacity, change the folder's contact information, and delete the folder for all the members.  

Managers also have the permissions of a collaborator.

Collaborator — Collaborators can upload, view, edit, rename, delete, and move files and folders in the Team Folder. They can also share links to files and folders in the Team Folder if the HCP Anywhere Administrator has enabled link sharing.

Viewer — Viewers have only read permissions. They can view and download the files in the Team Folder. They can also share links to files and folders in the Team Folder if the HCP Anywhere Administrator has enabled link sharing. However, viewers cannot upload anything into the folder or edit, rename, delete, or move the files already in the Team Folder.

To change member roles in a Team Folder:

1.On the Files page, do one of these:

oNavigate to the Team Folder you want.

oUse the search bar in the top left corner of the window to search for the Team Folder you want. 

2.Mouse over the folder.

A Sharing button appears.

3.Click on the Sharing button.

A menu appears.

4.Click on Manage Shared Folder.

The Shared Folder window opens.

5.In the window, click on the Manage Members tab.

6.Search for the member you want, by doing one of these:

oNavigate to the member.

oUse the search bar to search for the member.

7.For the member you want, click on the field in the Role column.

A menu appears with the following roles: Manager, Collaborator, and Viewer .

8.Select the role you want for that member.

9.Repeat steps 7 and 8 for each member whose role you want to change.

10.Click on Update.

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