Collaboration in the Client Portal

We’ve added new options to make collaboration in the Client Portal more flexible and secure. The primary business contact can now share access to the verification portal with others, depending on the chosen settings:

No Collaboration: Restrict sharing entirely.
Invite Existing Individuals: Share access only with individuals already in the case.
Invite New or Existing Individuals: Share access with anyone, adding new contacts to the case automatically.

This update is designed for scenarios like ID verification or document submission, where multiple contributors may be involved. You can configure this under the Settings tab of a client portal.