People and access
Invite teammates and clients with the right level of access.
All articles in this topic
How to invite a client or reviewerShare the review with the right person and make their permissions clear.Open articleHow to troubleshoot invitationsRecover access when an invitation expired, was already used, or opened with the wrong account.Open articleReviewer, approver, and commenter: what is the difference?Understand the difference between workspace access and responsibility within a stage.Open articleHow to copy an individual review linkCopy the right person's link without broadening review access.Open articleWhat a client sees when opening a reviewUnderstand the external experience and validate access without using customer data.Open articleHow to invite a workspace memberInvite teammates and reviewers with the lowest access level needed.Open articleHow to change or remove permissionsUpdate a person's role or safely remove their access.Open article