How to remove a user from a CollabSpaces in NetDocuments

Posted in NetDocuments Tips on August 29, 2024 by Craig Bayer

How to remove a user from one CollabSpaces

 

Step 1:  Click on the drop-down arrow in the collaboration space and then Modify Access

image

Step 2:  Click on the CollabSpaces Group Name

 

image

 

Step 3:  Click on the user and choose remove

 

image

 

How to remove a group from a CollabSpaces

 

This stops it from being shared externally.

 

Step 1:  Click on the drop-down arrow in the collaboration space and then Modify Access

image

Step 2: Click Modify Access

image

Step 3:  Highlight the Group and choose Deselect and then close

 

image

 

How to remove a user from ALL CollabSpaces

 

Step 1:  Go Admin

 

Step 2:  Choose Users & Groups

 

image

Step 3:  Change to External

 

image

Step 4: Select the User and choose Delete

 

 

 

About the Author

Craig Bayer is the founder and leader of Optiable, an award-winning document management (DMS) consulting firm dedicated to helping law firms seamlessly integrate NetDocuments. Specializing in firms with 10 to 150 users, he has successfully guided over 500 law firms across the United States and Canada through NetDocuments implementations since 2010.

With deep expertise in the legal industry, Craig has a proven track record of optimizing technology to meet the unique needs of law firms. His certifications include industry-leading tools such as Amicus Attorney, Centerbase, Clio, PCLaw, HotDocs, TimeMatters, Soluno, and Worldox, enabling him to deliver comprehensive solutions tailored to each client’s workflow and goals.

Craig Bayer