When the Share Folder has been shared, what do I do if the client changes their email?

Plan: Not Available: Intermediate Available: Pro or Elite

Users: Available: All users

Practice Management Source: Available: All sources

Support has now ended for Legacy Collaborate.

To upgrade to New Collaborate, refer to Upgrading to New Collaborate.

When you have shared the Share Folder and the client changes their email, the email address in Sharing settings will not be updated automatically. You need to remove the existing email address and re-invite the client by adding the new email address in Sharing Settings.

To remove access for certain users, this needs to be done directly in your OneDrive. Refer to Removing Access for a Specific User in Removing Access to the Share Folder and Upload Folder.

 

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