Can I invite a policyholder to a project?

Updated 5 months ago by Jennifer B.

Only the primary contact can invite a policyholder to participate in a project. If you are the project's primary contact, please see How do I invite a policyholder to a project? in the Primary Contact section of this help.

For a brief overview of inviting a policyholder to a claim, watch the Inviting the Policyholder ClaimXperience video tutorial.


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