People and access
How to invite a client or reviewer
Share the review with the right person and make their permissions clear.
Reviewed on July 13, 2026
Before you start
- A review with a confirmed file.
- Reviewed stages and permissions.
- The correct email address, when required.
Step by step
- 1Open the people or sharing area.
- 2Select the person or enter their contact details.
- 3Choose whether they can comment, approve, or request changes.
- 4Open the access preview when available.
- 5Confirm the invitation or copy the link.
What should happen
The person receives only the access you confirmed.
If something doesn't work
- Correct a wrong email before resending.
- Create a new invitation when the previous one expires.
- Review the role and stage if access is broader than needed.
Keep learning
How to comment on a fileAdd feedback to the right version of the work.Open articleHow to approve a reviewRecord an approval on the correct version and stage.Open articleHow to troubleshoot invitationsRecover access when an invitation expired, was already used, or opened with the wrong account.Open article