Administrator: How to I prevent policyholders from being invited to a ClaimXperience project?

Updated 1 month ago by Jennifer B.

If this option is disabled, policyholders can still be invited to join live calls, work on custom tasks, and submit Additional Living Expense receipts using external invite methods.
  1. Click Settings in your Administration menu.
  2. Click COLLABORATION.
  3. Click the Policyholder Invite switch in the Policyholder Collaboration card to off.
  4. Click SAVE.


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