Bulk managing contacts across multiple folders

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  • Updated 1 week ago
Is there a way to manage the same contacts across multiple folders in bulk? For example if 1 client contact is given access to multiple folders, can I see what folders they have access to/ manage their access without individually going into each folder?
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Corinne Garuffe

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  • frustrated

Posted 1 week ago

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Leo, Official Rep

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Hi Corinne,

You can go to the user via People -> Browse Clients and use the "Configure Folder Access" from there.