Step 1: Find the folder you would like to share and hover it with your cursor.
Step 2: Click the pencil icon to edit. Here you will be able to add, delete, view, and change permissions for shared recipients.
Step 3: Enter the name of the person, group, or company you would like to share the folder with. As you type, Affinio will autopopulate applicable recipients.
Step 4: Choose “View” or “Edit” rights for the recipient. Changes made to a folder (e.g. reports contained) will reflect mutually among shared recipients.
Step 5: Click the "ave button once you’re finished.
You should receive a pop-up message "All changes successful" once you share the folder. If you get an error message, try following these steps again, or contact our support if the error persists.