Collaboration between multiple individuals

Introduction

The person filling in a portal is often not the person holding the document you need, or the one who has to pass an identity check. The business contact can hand access to someone else for exactly that.

Settings

To enable collaboration, navigate to the Client Portal settings tab, then to the Access and Security section. Here, you can select the collaboration scenarios that suit your needs:

• Do not allow inviting others to collaborate
  Choose this option if you want to restrict the primary business contact from sharing access to the verification portal with anyone else.
• Allow inviting existing individuals of the case to collaborate (default setting)
  Select this option if you want the primary business contact to share access only with individuals already associated with the case. These individuals will be available in a pre-filled dropdown menu for easy selection.
• Allow inviting existing or new individuals to collaborate
  This option allows the primary business contact to invite any individual, either someone already in the case or a new contact, to collaborate. Any new individuals added will automatically be created in the case as additional business contacts.

Use case example

• An identity check on someone else. The business contact passes access to the individual who has to be verified.
• A document held by someone else. The person who has it uploads it directly, instead of emailing it to the business contact first.