Partial Access Collaboration

December 18 2024 5:25pm

In this article you'll learn

1. How to grant access to specific tiles

2. How to hide a tile from a collaborator

3. How to invite someone temporarily with a secure link


Granting Access to Specific Tiles


While logged into your trustworthy accounts, choose a category that has information you'd like to partially share, such as finance. Hover over a tile and click on the three dots that appear. You can click "Manage Access" to see who can already view the tile and add a new person. 



On the Manage Access pop-up you can add a new person to Trustworthy or manage the folks already connected. 

When you add a new person, you'll enter a bit of information about them so that Trustworthy can send an invite on your behalf! If you choose from your existing contacts, the form will auto-fill.



Hiding a Tile From a Collaborator


You can also hide a single tile from a collaborator, even if they have access to the entire category. 

  1. On the collaborator's page, click on a partial collaborator or change a full access collaborator to a partial access one by moving the toggle. 
  2. Open the drop down menu on the relevant category
  3. "Uncheck" the box next to the tile you'd like to hide. Click "save"


Inviting Someone via a Secure Link


You can invite someone to your information temporarily via a secure link. Here's how: 

Choose a category with information you're looking to share, like an ID. 


Click the three dots on the ID of your choice and choose the "share option", which has a small image of a link beside it. Choose the duration that the link will be operational.


Copy or email your secure link to the person of your choice.