This article is for users of Folio for Real Estate. Using Folio in another industry? Learn more here.
It's easy to remove someone from a shared transaction. When a transaction has fallen through, make sure to follow these steps to remove the previous parties from the timeline.
- On the timeline site, click on any of the avatars in the header. This will open the sharing settings.
- Click on the check (√)to the right of the person's name; it will turn into a "+".
- Click on Save Changes.