Share materials with team members
Choose recipients in Data management so colleagues can use the source materials you authorize.
Batch sharing and ownership
After selecting multiple files, use “Share” at the bottom. Batch sharing adds the selected recipients and preserves other existing grants. To revoke someone’s access, edit that file’s sharing status.
Sharing does not change ownership. Choosing “Transfer to team materials” explicitly changes ownership and grants the corresponding management rights to the team owner.
Use shared materials
Recipients can find authorized files in their own “Select materials” or “Data management” list. Read/use access allows viewing and selection, without granting deletion or permission-management rights.
The personal-plan materials directory does not offer member sharing. Inviting a managed-finance service member does not automatically enable these team-sharing features or expose private files.