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How to Edit a Custom Role's Visibility Settings

How to Edit a Custom Role's Visiblity Settings

After you have added a custom role into a transaction, you can customize their visibility restrictions within a transaction.  This means you will be able to specify which participants can see them and who they can view (as well as share items with) within the transaction.

 

First, select the transaction:

custom-0.png

 Click "See All/Add":

12-28-2018_3-44-07_PM.png

 

To change a custom role's visibility, click the three dot menu smallpic.png next to their name and choose "Share custom role":

custom-1.png

 

Then you will be able to specify who can see them and who they can view within the transaction.  Click the plus button next to the participant's name whom you wish for the custom role to be able to see and share items with.  They will then be added to the shared visibility list under "Role visible to":

custom_2.png

 

 Click "Done", and the visibility settings for the custom role will be updated.  Now, any users you added to the list will be able to interact with the custom role via TYC. 

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