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Managing Shared Access

Update sharing terms, revoke access, resend invitations, and manage shared company records.

Managing Shared Access

Overview

After sharing companies with other organizations, you can manage those shares from both the organization-level sharing page and the company-level sharing view. This includes updating access levels, changing expiration dates, revoking access, resending invitations, and deleting share records.

Organization-Level Sharing Management

Navigate to Organization > Company Sharing to see all companies your organization has shared with others.

Shared Companies Table

The table displays outgoing shares with the following details:

  • Company name
  • Recipient organization
  • Access level (read or write)
  • Status (active, pending, revoked)
  • Expiration date
  • Billing responsibility
  • Date created

You can search, sort, and filter the table to find specific shares.

Updating Sharing Terms

To modify an active share:

  1. Right-click on a row (or use the context menu) and select Update Access.
  2. In the update dialog, you can change:
    • Access level -- Switch between read and write.
    • Expiration date -- Set a new date or change to indefinite.
    • Billing responsibility -- Change who pays (sponsor or transfer on accept).
  3. Save your changes.

Revoking Access

To revoke a single share:

  1. Right-click on an active share row and select Revoke Access.
  2. Confirm the revocation in the dialog.

Once revoked, the recipient organization loses access to the company immediately.

Bulk Revoke

To revoke multiple shares at once:

  1. Select the shares you want to revoke using the checkboxes in the table.
  2. Click the Revoke button in the toolbar (or right-click to use the context menu).
  3. Confirm the bulk revocation in the dialog.

Resending Invitations

For pending email-based shares that have not yet been accepted:

  1. Locate the pending share in the table.
  2. Use the row actions to select Resend Invitation.
  3. The recipient receives a new email with the share link.

Revoking Pending Invitations

If you want to cancel an invitation before it is accepted:

  1. Right-click on a pending share and select Revoke Invitation.
  2. Confirm the revocation.

The invitation link becomes invalid and the recipient can no longer accept it.

Deleting Share Records

To permanently remove a share record (active, revoked, or expired):

  1. Use the row actions to select Delete Share Record.
  2. Confirm the deletion.

This removes the record from your sharing table entirely. Use this to clean up old or irrelevant share records.

Company-Level Sharing View

You can also manage shares from within a specific company.

  1. Navigate to the company and open its Sharing section.
  2. This view shows all shares associated with that particular company.
  3. You can share the company with additional organizations, view existing shares, and revoke access from this page.

The company-level view supports the same sharing options as the organization-level page, including direct shares, email invitations, and configurable access levels.

Expiration Management

Shares with a set expiration date automatically become inactive after that date passes. To extend or modify expiration:

  1. Open the update dialog for the share.
  2. Change the expiration date or switch to indefinite.
  3. Save the changes.

Expired shares remain visible in the table with an expired status until you delete them.

Next Steps

Previous

Receiving Shared Companies

Next

Shared With You

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