To remove the client's access to the Shared folders, to the Upload folder, this needs to be done from your OneDrive by someone who has access to administer your practice's OneDrive.
- If the client has left, after checking the client has everything needed, you would usually remove all access to the Shared folder and the Upload by deleting the whole folder from the OneDrive.
- If you need to need to remove access for an individual, this is done from OneDrive using the steps below.
Removing Access to the Shared Folder
- Go to your practice's OneDrive folder.
- Go to FYI - Clients and display the client name to remove access for.
- Right-click over the client name to display the menu.
- Select Manage Access.
- Under the Access section, click the edit icon for the relevant person, select Stop Sharing and confirm this.
Once access has been removed, if the person tries to use the link, they receive a message "Sorry, you don't have access".
Removing Access to the Upload Folder
When access is removed from the Shared folder it does not remove the access to the Upload folder as this is a separate link.
For Upload folders, go to the Upload folder, select Manage Access and select Stop sharing as above to remove the Upload folder access.
Removing Access to the Documents Directly Shared
Currently, if you have shared documents individually, removing access from the Clients folder does not remove access to these documents. This would be documents that were directly shared with users using the Share button (refer to Sending Documents via OneDrive - Share). You can remove access for each of the specific document(s). Refer to Removing Access to the Documents Directly Shared.