HCP Anywhere User Help

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Changing member roles in a shared folder

Each member of a shared folder has a member role. As the owner of a shared 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 two possible roles that a shared folder member can have:

Collaborator — Collaborators can upload, view, edit, rename, delete, and move files and folders in the shared folder. They can also share links to files and folders in the shared 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 shared folder. They can also share links to files and folders in the shared 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 shared folder.

To change member roles:

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

oNavigate to the shared folder you want.

oUse the search bar in the top left corner of the window to search for the shared 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: 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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