Administrator: How to I prevent policyholders from being invited to a ClaimXperience project?
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.
- Click Settings in your Administration menu.
- Click COLLABORATION.
- Click the Policyholder Invite switch in the Policyholder Collaboration card to off.
- Click SAVE.