Partial Access Collaboration
December 18 2024 5:25pmIn 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.
- 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.
- Open the drop down menu on the relevant category
- "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.