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Add/Remove a user from a Collaboration Session

After a collaboration session has been created, navigate to the file in the DMS. In the Active Collaboration section of the Document Detai...

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Written by Casey Huxtable
Updated over 3 weeks ago
  1. After a collaboration session has been created, navigate to the file in the DMS.

  2. In the Active Collaboration section of the Document Detail pane, click on “Add/Remove Collaborators”

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  3. A dialogue box will open listing all user in the collaboration session

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  4. To remove a user, remove the check mark next to their name

  5. To add a user, place a check mark next to their name and click start. The newly added user will receive an email asking them to join the session.

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