Quick How To's

How to Remove a Single Contact from a Shared Lesson Folder

This walkthrough answers the questions: How do I remove one contact from seeing a portal lesson folder? How do I limit who sees a lesson folder in the portal?

How to Remove a Single Contact from a Shared Lesson Folder

Step-by-Step Walkthrough

1. Locate the Group with Lesson Folder Access

  1. Navigate to the Lessons page.

  2. Locate the shared lesson folder.

  3. Click the three dots on the lesson folder card.

  4. Select "Share to group."

  5. Note which group the folder is shared with.

  6. Navigate to the Groups page.

2. Remove the Single Contact

  1. Open the group that has access to the lesson folder.

  2. Add a filter to remove the specific contact (e.g., Leslie).

  3. Choose the email field as the filter.

  4. Set the filter to “email has none of” and enter the contact’s email.
    Optionally, you can add more emails to exclude other contacts.

  5. Save the group.

3. Confirm the Changes

  1. Navigate to the Contacts page.

  2. Open the portal view for the removed contact.

  3. Confirm the Lessons tab and folder are no longer visible.

  4. Open the portal for another contact still in the group to confirm they still have access.

More in Quick How To's

How to Add a Single Contact

Quick How To's

How to Add a Single Contact

This step-by-step walkthrough answers the questions: "How do I add a contact?", "How do I add a single contact?", and "How do I add one contact?"

How to Import Contacts

Quick How To's

How to Import Contacts

This step-by-step walkthrough answers the questions: "How do I import a list of contacts?", and "How do I add multiple contacts at once?"

How to Update Contacts

Quick How To's

How to Update Contacts

This step-by-step walkthrough answers the questions: "How do I update a contact?", "How do I change a contact's status?", and "How do I edit a contact's information?"

How to Search for Contacts

Quick How To's

How to Search for Contacts

This step-by-step walkthrough answers the questions: "How do I find a contact?", "How do I contacts?", and "Is there a way to search for people?"