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How do I share a profile with a colleague?
How do I share a profile with a colleague?
Evan Kesten avatar
Written by Evan Kesten
Updated over a week ago

Sharing Executive Profiles is Easy and Secure

Planning for some time-off should be easy. With Cabinet, you’re able to take time-off and feel confident that your colleagues have the information they need to support your Executive while you’re gone. With Cabinet, profiles can only be shared with other colleagues also on your team’s Cabinet account. That way, no one has access to information they shouldn’t. Also, you can choose to share information for a finite period of time and select which information gets shared. Talk about control!

Sharing a profile with a colleague

  1. Click on your Executive’s name in the navigation bar on the left.

  2. Select the Share icon in the top right corner.

  3. Enter in the email address of the colleague you’d like to give access.

  4. Select a Start Date and End Date for sharing this information. If you’d like to get them access for the future without an end in sight, toggle Until I Revoke to the right.

  5. Lastly, check the categories of information you’d like to give access. You may select View, Edit, or leave them unchecked for zero visibility into that category.

  6. When you’re ready, select Share Profile.

If you can’t find your colleague’s email address, reach out to support at help@joincabinet.com.

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