As an owner or a collaborator on a sales plan, solution, opportunity or assessment, you can:
- Edit access levels for your team members
- Withdraw a team member from a sales plan, solution, opportunity or assessment
- View all members that have accepted your invite, those that have been invited, those requesting access, and those that have been withdrawn.
- Go to the sales plan, solution, opportunity or assessment that you want to edit sharing with members.
- Click Edit on the Team Members panel. Members: Colleagues, Partners, Agencies window opens. Edit is only enabled when you hover in the section header.
- To change an access level for a user, update the access level corresponding to the name of the member who's access level you want to update.
- To withdraw a member's access, select the checkbox to the left of the member name and click Withdraw.