How do I edit a data exchange share?

  • Updated

You can edit a data exchange share (with a utility or Web Service provider) on the Sharing tab:

  • Locate the user account name for the data exchange you'd like to edit in the table.
  • In the Action column on the right, select "Edit Contact's Permissions."
  • The Edit Sharing Permissions screen will open. Select the "Edit" link under the Exchange Data column on the far right.
  • An additional screen will open allowing you to make more granular selections. Once you've made your selections on that screen, use the scroll bar on the far right in the panel to scroll all the way down and click "Apply Selections & Authorize Exchange."
  • You'll then be taken out to the Edit Sharing Permissions screen, where you'll need to select "Save Changes" to finalize your changes.

 

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