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

Collaboration is available on KYB portals. Open the portal's Settings tab, go to the Security & Access section and expand Advanced settings. In Who contacts can invite, choose who the business contact can bring in:

• Nobody
  The business contact cannot share access to the portal with anyone else.
• Existing case contacts (default)
  The business contact can share access only with individuals already associated with the case. They pick them from a pre-filled dropdown menu.
• Existing and new contacts
  The business contact can invite any individual, either someone already in the case or a new contact. Any new individual is automatically created in the case as an additional business contact.

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.