View-Only Trusted Advisor Access Now Available

Modified on: Fri, 3 Nov, 2023 at 10:47 PM

Unlock Enhanced Control! Vault holders can now grant 'View-Only' permissions to Trusted Advisors, ensuring they can access documents while safeguarding against any unwanted changes or actions. Your data, your control!"

Vault holders can now enable 'View-Only' (Read-Only) permissions when creating new or updating permissions to existing Trusted Advisors (Trusted Collaborators). View-Only permissions allow Trusted Advisors to only view documents, blocking them from doing actions like editing, deleting, sharing, and moving existing contents and documents within Vaults.

View Only Trusted Advisor Permissions

When a Trusted Advisor with View-Only access enters the vault, they can preview documents but are restricted from performing other primary actions on existing documents. However, they retain the ability to upload files and execute actions exclusively on documents they personally upload.

View Only Trusted Advisor Permissions

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