The Proposal: Revoking Access

This is a multipurpose button that may be used for a variety of reasons, below find how to use it for the most common situation.

To remove access to the proposal:

  • Click the 'Revoke Access' button underneath the proposal link.
  • Click 'yes' to the alert, or 'no' if clicked by mistake.
  • Once complete, you and your client will both see an error when you try to view the proposal.
  • You can do this before or after you move your client to the appropriate list.
Screen Shot 2018-12-26 at 10.47.15 AM-1

To restore access to the proposal:

  • Once you click 'Revoke Access', the button will change to 'Allow Access'
  • Click that button to give your client access once again.