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Invite External Collaborators to a Check

Team

Invite an external collaborator when you want to give someone access to one specific check.

Steps

  1. Open a completed check.
  2. In Collaborate, select Invite collaborator.
  3. Enter the collaborator’s email address.
  4. Send the invitation.

Notes and Limitations

Collaborators can view check details and post-edit the check they were invited to. They do not become full team members.