Home Activity Stream Management Manage the collaborators in a record

Manage the collaborators in a record

Last updated on Apr 17, 2023

  • Locate and click on the record  

  • Locate the Collaborators section of your record to the right of “Description” 

  • Below the member’s names, select “View & Manage” 

  • Search user’s name(s) in the text box and select “Add” to add them to the record 

  • The person added must be an existing user member of your user base 

  • Click the “X“ aside the user’s name you wish to remove from the record (only available to admins)