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Trusted People & Sharing

How do I change what a trusted person can see?

Open **Trusted People**, click the contact, then **Edit access**. You can:

- Change their role.
- Cap the maximum exposure tier they can ever reach.
- Require an extra MFA step before they can view anything.
- Revoke access entirely, they'll be removed and any invitation link becomes invalid.

The contact will receive an email notification of any change, so they're never surprised.

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Still need help? Email our team and we'll walk you through it.