If a Trusted Advisor is not able to see an existing folder or a newly created folder in a client's vault, it is probably because the client has not updated folder permissions for that Trusted Advisor.
Please ask the client to follow the below steps to update the folder permissions:
TABLE OF CONTENTS
- Step 1: Go to the Contacts, click on Trusted Advisor's name and choose Edit Permissions.
- Step 2: Under Categories/Sub-categories Permissions, check the folders that TA should have access to.
- Step 3: Click on Save.
Step 1: Go to the Contacts, click on Trusted Advisor's name and choose Edit Permissions.
- A new permission pop-up box will appear.
Step 2: Under Categories/Sub-categories Permissions, check the folders that TA should have access to.
- Alternatively, here the client can also provide TA with manager access which gives the TA access to all the folders/sub-folders. So, whenever a new folder is created, TA can see it without having the client update the permission for the new folder.
Step 3: Click on Save.
- Once that is done, a pop-up message will appear and the client may choose to notify the TA.
https://player.vimeo.com/video/365607923
VIDEOS NEEDS TO BE SAVED ON FV VIMEO ACCOUNT UNDER TRAINING VIDEOS
for success block Success! Lorem ipsum dolor sit amet, consectetur adipiscing elit.
for warning block Success! Lorem ipsum dolor sit amet, consectetur adipiscing elit.
for danger block Danger! Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Callout blocks with the Font Awesome icons for announcement block Announcement! Lorem ipsum dolor sit amet, consectetur adipiscing elit.
for download block Download! Lorem ipsum dolor sit amet, consectetur adipiscing elit.
for quote block Quote! Lorem ipsum dolor sit amet, consectetur adipiscing elit.
for pdf block PDF! Lorem ipsum dolor sit amet, consectetur adipiscing elit.