---
title: "How to manage Shared Access for a Clinical Collaborator"
url: "https://support.cosmesoft.app/en/article/how-to-manage-shared-access-for-a-clinical-collaborator"
language: "en"
last_updated: "2026-09-24T08:27:17.910Z"
---

# How to manage Shared Access for a Clinical Collaborator

Use Shared Access to control which services, forms and treatment profiles a Clinical Collaborator can use for your clinic.

## Where to find Shared Access

Open **My Team**, select the Clinical Collaborator, then select **Shared Access**.

## Before you begin

-   Confirm that you selected the correct team member.
-   Check that the person is linked as a Clinical Collaborator.
-   Prepare the services, forms and treatment profiles they need.

## Step 1 – Choose the access type

Select one of these tabs:

-   **Services**
-   **Forms**
-   **Treatment Profiles**

The number beside each tab shows how many items are currently shared.

![](https://cdn-assets.productfruits.com/33f43413-d9cd-4b7a-8938-87825d5eee56)

## Step 2 – Share services

Open **Services** and select **Add Service**.

Choose the services the collaborator can provide for your clinic, then save the selection.

## Step 3 – Share forms

Open **Forms** and select **Add Form**.

Choose the additional forms the collaborator needs, then confirm the selection.

Some forms may already be available through a shared service or treatment profile.

## Step 4 – Share treatment profiles

Open **Treatment Profiles** and select **Add Treatment Profile**.

Choose the required profiles, then save the selection.

## Step 5 – Remove access when required

Select the remove action beside a shared item.

Review the confirmation before removing it. Removing access stops future use of the item. It does not remove completed historical work.

![](https://cdn-assets.productfruits.com/6fc0d9ac-63f7-40d4-be8a-e2f396ee33f9)

## What to do next

Ask the collaborator to reopen their consultation workspace and confirm that the expected services, forms and treatment profiles are available.

## Related articles

-   [About My Team](https://support.cosmesoft.app/en/article/about-my-team)
-   [How to perform a clinical consultation](https://support.cosmesoft.app/en/article/how-to-perform-a-clinical-consultation)