Borderly Reviewing and Revoking Access
See who has access to your records and revoke access at any time.
Reviewing Active Shares
Go to Settings > Sharing to see a list of everyone who currently has access to your data. Each entry shows the person or firm, their access level, any jurisdiction restrictions, and the expiration date (if set).
Revoking Access
To revoke access, find the share in the list and tap Revoke. Access is removed immediately. The person will no longer be able to see any of your data.
For verification tokens, go to the token management section and tap Revoke next to the token you want to disable.
Checking Access History
The audit trail (under Audit Prep) shows a complete history of who accessed your data, when, and what they viewed. This is useful for confirming that shared access was used appropriately.
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